Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLODX (MFS GLOBAL LEADERS FUND I) | NA | -16.79% | -1.49% | NA | NA | NA | NA | … | … |
Data as of 02/02/2016, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLODX (MFS GLOBAL LEADERS FUND I) | 10/28/2011 | 02/02/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.79 | -1.49 | NA | NA | NA | NA | … | … | 0.00 | -16.73 | -3.49 | 10.02 | 21.25 | -3.57 |
| Sharpe Ratio | NA | -0.65 | -0.29 | NA | NA | NA | NA | … | … | 0.00 | -0.74 | -0.32 | 0.75 | 1.59 | -0.79 |
| Standard Deviation(%) | NA | 25.72 | 19.31 | NA | NA | NA | NA | … | … | NA | 22.53 | 10.81 | 13.22 | 13.44 | 24.20 |
| Draw Down(%) | NA | 22.39 | 25.07 | NA | NA | NA | NA | … | … | 0.00 | 22.39 | 10.62 | 10.54 | 8.76 | 9.79 |
| Yield(%) | 0.00 | 0.00 | 4.00 | 3.27 | 1.63 | 1.09 | 0.82 | … | … | 0.00 | 0.00 | 3.79 | 8.19 | 1.83 | 0.00 |
Data as of 02/02/2016, 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 |
|---|---|---|---|---|
| GLODX (MFS GLOBAL LEADERS FUND I) |
-1.64%
Jan 2013 – Jan 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLODX (MFS GLOBAL LEADERS FUND I) |
14.33%
Nov 2011 – Nov 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart