Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLOBX (MFS GLOBAL LEADERS FUND B) | NA | -647,060.73% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 07/12/2024, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLOBX (MFS GLOBAL LEADERS FUND B) | 10/28/2011 | 07/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -653,176.92 | -647,060.73 | nan | nan | nan | NA | NA | … | … | -630,318.36 | 6.62 | -9.96 | -1.97 | 11.93 | -4.63 | -16.58 | -0.75 | 17.49 | 21.73 | -3.66 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.30 | -1.85 | -0.90 | 2.21 | -0.17 | -0.77 | -0.08 | 1.63 | 1.64 | -0.81 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 8.01 | 6.15 | 2.20 | 5.26 | 12.79 | 21.66 | 10.15 | 10.69 | 13.35 | 24.15 |
| Draw Down(%) | NA | 626,828.78 | 597,107.97 | 593,196.96 | 494,109.90 | NA | NA | … | … | 630,318.36 | 8.66 | 14.02 | 2.64 | 8.05 | 10.61 | 21.96 | 10.89 | 7.09 | 8.82 | 9.89 |
| Yield(%) | 0.00 | 4.09 | 3.65 | 4.49 | 1.97 | 2.40 | 1.80 | … | … | 97.16 | 4.95 | 0.00 | 6.02 | 6.96 | 3.93 | 0.00 | 3.17 | 7.81 | 1.18 | 0.00 |
Data as of 07/12/2024, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLOBX (MFS GLOBAL LEADERS FUND B) |
-7.83%
Mar 2017 – Mar 2020 |
-5.17%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLOBX (MFS GLOBAL LEADERS FUND B) |
13.17%
Nov 2011 – Nov 2014 |
2.68%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart