Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLNMX (MFS GLOBAL NEW DISCOVERY FUND R4) | 6.55% | 7.66% | 8.88% | 0.22% | 7.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLNMX (MFS GLOBAL NEW DISCOVERY FUND R4) | 12/19/2011 | 06/05/2026 |
| 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 (%) | -1.12 | 7.66 | 8.88 | 0.22 | 7.36 | NA | NA | … | … | 6.55 | 8.35 | 2.60 | 18.44 | -26.89 | 5.64 | 19.27 | 31.87 | -8.34 | 29.80 | 6.81 | 2.47 | -6.02 | 30.22 | 25.46 | 3.74 |
| Sharpe Ratio | NA | 0.38 | 0.41 | -0.14 | 0.34 | NA | NA | … | … | 0.84 | 0.37 | -0.09 | 1.12 | -1.12 | 0.43 | 0.64 | 2.72 | -0.73 | 4.39 | 0.44 | 0.20 | -0.49 | 2.66 | 1.69 | 10.38 |
| Standard Deviation(%) | NA | 13.21 | 13.67 | 16.59 | 16.79 | NA | NA | … | … | 16.05 | 14.69 | 11.89 | 13.28 | 25.27 | 13.18 | 29.75 | 11.16 | 13.42 | 6.67 | 14.86 | 12.41 | 12.36 | 11.37 | 15.14 | 21.00 |
| Draw Down(%) | NA | 10.20 | 15.69 | 42.35 | 42.35 | NA | NA | … | … | 10.20 | 14.13 | 6.53 | 13.69 | 36.03 | 14.59 | 35.27 | 6.38 | 20.29 | 2.47 | 11.68 | 10.95 | 14.69 | 5.55 | 11.76 | 1.56 |
| Yield(%) | 0.00 | 2.37 | 1.17 | 0.56 | 2.62 | 3.67 | 2.75 | … | … | 0.00 | 2.55 | 0.64 | 0.00 | 0.00 | 0.08 | 0.00 | 4.76 | 9.83 | 3.70 | 0.50 | 0.11 | 4.09 | 3.80 | 1.81 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| GLNMX (MFS GLOBAL NEW DISCOVERY FUND R4) |
-5.19%
Oct 2021 – Oct 2024 |
0.30%
Mar 2021 – Mar 2026 |
4.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLNMX (MFS GLOBAL NEW DISCOVERY FUND R4) |
18.70%
Oct 2018 – Oct 2021 |
16.49%
Oct 2016 – Oct 2021 |
10.71%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart