Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLNJX (MFS GLOBAL NEW DISCOVERY FUND R1) | 6.10% | 6.46% | 7.81% | 0.50% | 7.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLNJX (MFS GLOBAL NEW DISCOVERY FUND R1) | 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 | 6.46 | 7.81 | 0.50 | 7.33 | NA | NA | … | … | 6.10 | 7.27 | 1.59 | 17.24 | -27.61 | 11.23 | 22.69 | 30.24 | -9.23 | 28.47 | 5.73 | 1.51 | -6.98 | 28.94 | 24.31 | 3.64 |
| Sharpe Ratio | NA | 0.43 | 0.40 | -0.10 | 0.35 | NA | NA | … | … | 1.00 | 0.30 | -0.17 | 1.03 | -1.15 | 0.86 | 0.76 | 2.59 | -0.79 | 4.19 | 0.37 | 0.12 | -0.57 | 2.54 | 1.61 | 10.36 |
| Standard Deviation(%) | NA | 13.20 | 13.74 | 16.58 | 16.74 | NA | NA | … | … | 16.37 | 14.72 | 11.88 | 13.28 | 25.30 | 12.96 | 29.55 | 11.11 | 13.43 | 6.66 | 14.90 | 12.48 | 12.35 | 11.40 | 15.16 | 20.12 |
| Draw Down(%) | NA | 10.31 | 15.94 | 39.29 | 39.29 | NA | NA | … | … | 10.31 | 14.27 | 6.65 | 13.93 | 36.48 | 9.42 | 35.34 | 6.41 | 20.57 | 2.49 | 11.82 | 11.10 | 14.96 | 5.63 | 11.88 | 1.46 |
| Yield(%) | 0.00 | 2.07 | 0.81 | 1.72 | 4.08 | 5.01 | 3.76 | … | … | 0.00 | 2.23 | 0.00 | 0.00 | 0.00 | 7.21 | 4.78 | 4.77 | 10.08 | 3.88 | 0.00 | 0.00 | 4.18 | 3.83 | 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 |
|---|---|---|---|---|
| GLNJX (MFS GLOBAL NEW DISCOVERY FUND R1) |
-4.82%
Dec 2021 – Dec 2024 |
0.53%
Mar 2021 – Mar 2026 |
4.68%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNJX (MFS GLOBAL NEW DISCOVERY FUND R1) |
21.13%
Dec 2018 – Dec 2021 |
16.17%
Oct 2016 – Oct 2021 |
10.70%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart