Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLNAX (MFS GLOBAL NEW DISCOVERY FUND A) | 6.02% | 7.10% | 8.47% | 0.13% | 7.03% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLNAX (MFS GLOBAL NEW DISCOVERY FUND A) | 12/19/2011 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 7.10 | 8.47 | 0.13 | 7.03 | NA | NA | … | … | 6.02 | 8.13 | 2.33 | 18.15 | -27.07 | 5.21 | 18.89 | 30.95 | -8.56 | 29.42 | 6.59 | 2.19 | -6.24 | 29.90 | 25.17 | 3.74 |
| Sharpe Ratio | NA | 0.49 | 0.46 | -0.13 | 0.34 | NA | NA | … | … | 1.05 | 0.36 | -0.11 | 1.11 | -1.13 | 0.39 | 0.62 | 2.65 | -0.74 | 4.32 | 0.43 | 0.17 | -0.51 | 2.61 | 1.67 | 10.38 |
| Standard Deviation(%) | NA | 13.15 | 13.72 | 16.59 | 16.78 | NA | NA | … | … | 16.33 | 14.72 | 11.85 | 13.23 | 25.27 | 13.19 | 29.74 | 11.12 | 13.42 | 6.68 | 14.84 | 12.37 | 12.36 | 11.43 | 15.18 | 21.00 |
| Draw Down(%) | NA | 10.26 | 15.75 | 42.59 | 42.59 | NA | NA | … | … | 10.26 | 14.14 | 6.54 | 13.73 | 36.15 | 14.75 | 35.32 | 6.42 | 20.39 | 2.44 | 11.67 | 10.93 | 14.78 | 5.57 | 11.85 | 1.56 |
| Yield(%) | 0.00 | 2.23 | 1.01 | 0.48 | 2.45 | 3.45 | 2.59 | … | … | 0.00 | 2.39 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 4.27 | 9.72 | 3.73 | 0.15 | 0.09 | 4.12 | 3.80 | 1.81 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNAX (MFS GLOBAL NEW DISCOVERY FUND A) |
-5.47%
Oct 2021 – Oct 2024 |
0.02%
Mar 2021 – Mar 2026 |
4.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNAX (MFS GLOBAL NEW DISCOVERY FUND A) |
18.19%
Oct 2018 – Oct 2021 |
16.07%
Oct 2016 – Oct 2021 |
10.37%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart