Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLNIX (MFS GLOBAL NEW DISCOVERY FUND I) | 6.56% | 7.53% | 8.89% | 0.26% | 7.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLNIX (MFS GLOBAL NEW DISCOVERY FUND I) | 12/19/2011 | 06/04/2026 |
| 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 (%) | -0.85 | 7.53 | 8.89 | 0.26 | 7.25 | NA | NA | … | … | 6.56 | 8.35 | 2.58 | 18.45 | -26.90 | 5.66 | 19.28 | 30.56 | -8.37 | 29.75 | 6.88 | 2.53 | -6.02 | 30.22 | 25.46 | 3.74 |
| Sharpe Ratio | NA | 0.51 | 0.48 | -0.12 | 0.35 | NA | NA | … | … | 1.07 | 0.37 | -0.09 | 1.12 | -1.13 | 0.43 | 0.64 | 2.62 | -0.73 | 4.40 | 0.45 | 0.20 | -0.49 | 2.65 | 1.69 | 10.38 |
| Standard Deviation(%) | NA | 13.17 | 13.73 | 16.59 | 16.78 | NA | NA | … | … | 16.35 | 14.70 | 11.86 | 13.30 | 25.25 | 13.13 | 29.74 | 11.10 | 13.43 | 6.65 | 14.89 | 12.47 | 12.34 | 11.37 | 15.13 | 21.00 |
| Draw Down(%) | NA | 10.21 | 15.68 | 42.35 | 42.35 | NA | NA | … | … | 10.21 | 14.10 | 6.57 | 13.66 | 36.05 | 14.58 | 35.27 | 6.38 | 20.33 | 2.47 | 11.69 | 10.82 | 14.69 | 5.55 | 11.76 | 1.56 |
| Yield(%) | 0.00 | 2.40 | 1.18 | 0.57 | 2.51 | 3.56 | 2.67 | … | … | 0.00 | 2.59 | 0.62 | 0.00 | 0.00 | 0.10 | 0.00 | 3.62 | 9.76 | 3.70 | 0.57 | 0.24 | 4.09 | 3.80 | 1.81 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| GLNIX (MFS GLOBAL NEW DISCOVERY FUND I) |
-5.21%
Oct 2021 – Oct 2024 |
0.30%
Mar 2021 – Mar 2026 |
4.61%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNIX (MFS GLOBAL NEW DISCOVERY FUND I) |
18.31%
Oct 2018 – Oct 2021 |
16.26%
Oct 2016 – Oct 2021 |
10.61%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart