Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLOCX (MFS GLOBAL LEADERS FUND C) | NA | -3.31% | -9.48% | -5.80% | -4.89% | NA | NA | … | … |
Data as of 10/02/2023, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLOCX (MFS GLOBAL LEADERS FUND C) | 10/28/2011 | 10/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | -3.31 | -9.48 | -5.80 | -4.89 | NA | NA | … | … | -5.24 | -10.75 | -16.99 | 0.00 | -16.14 | -3.97 | 9.30 | 20.63 | -3.66 |
| Sharpe Ratio | NA | -1.10 | -1.30 | -0.84 | -0.46 | NA | NA | … | … | -1.52 | -1.93 | -0.23 | 0.00 | -0.76 | -0.37 | 0.71 | 1.56 | -0.81 |
| Standard Deviation(%) | NA | 7.65 | 9.67 | 9.67 | 12.87 | NA | NA | … | … | 7.42 | 6.32 | 16.91 | NA | 21.30 | 10.64 | 13.05 | 13.33 | 24.15 |
| Draw Down(%) | NA | 9.26 | 30.63 | 30.63 | 45.63 | NA | NA | … | … | 9.26 | 14.94 | 17.07 | 0.00 | 21.61 | 10.82 | 10.50 | 8.82 | 9.89 |
| Yield(%) | 1.98 | 4.33 | 3.05 | 1.83 | 1.67 | 1.55 | 1.17 | … | … | 4.31 | 0.00 | 5.63 | 0.00 | 0.00 | 3.17 | 7.82 | 1.18 | 0.00 |
Data as of 10/02/2023, 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 |
|---|---|---|---|---|
| GLOCX (MFS GLOBAL LEADERS FUND C) |
-16.19%
Feb 2020 – Feb 2023 |
-9.44%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLOCX (MFS GLOBAL LEADERS FUND C) |
13.18%
Nov 2011 – Nov 2014 |
-0.42%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart