Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLAX (MFS GLOBAL REAL ESTATE FUND A) | 4.92% | 6.09% | 4.93% | -1.98% | 3.59% | 5.12% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLAX (MFS GLOBAL REAL ESTATE FUND A) | 03/12/2009 | 06/03/2026 |
| 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 6.09 | 4.93 | -1.98 | 3.59 | 5.12 | NA | … | … | 4.92 | 3.39 | -3.11 | 10.98 | -30.78 | 28.73 | 1.89 | 25.99 | -3.91 | 12.59 | 7.26 | 0.41 | 15.01 | 4.72 | 29.54 | -7.16 | 15.18 | 86.21 |
| Sharpe Ratio | NA | 0.46 | 0.21 | -0.24 | 0.14 | NA | NA | … | … | 1.12 | 0.03 | -0.48 | 0.43 | -1.48 | 2.45 | 0.05 | 2.85 | -0.48 | 1.75 | 0.52 | 0.03 | 1.73 | 0.36 | 2.35 | -0.28 | 0.75 | 2.95 |
| Standard Deviation(%) | NA | 11.90 | 14.93 | 16.47 | 16.90 | NA | NA | … | … | 13.42 | 14.98 | 14.05 | 17.23 | 21.87 | 11.72 | 33.39 | 8.61 | 11.13 | 6.84 | 13.44 | 12.30 | 8.66 | 12.97 | 12.65 | 25.88 | 20.15 | 39.17 |
| Draw Down(%) | NA | 10.71 | 21.48 | 38.57 | 38.57 | NA | NA | … | … | 10.71 | 13.54 | 13.29 | 21.42 | 34.88 | 7.27 | 38.55 | 4.12 | 9.83 | 4.19 | 11.31 | 12.76 | 7.69 | 14.75 | 8.56 | 23.06 | 14.67 | 9.63 |
| Yield(%) | 0.00 | 2.92 | 2.39 | 1.44 | 3.12 | 4.26 | 8.13 | … | … | 0.00 | 3.00 | 2.19 | 1.74 | 0.18 | 1.71 | 0.79 | 6.74 | 2.66 | 4.43 | 9.58 | 6.80 | 4.66 | 6.68 | 8.26 | 5.25 | 16.58 | 48.53 |
Data as of 06/03/2026, Common starting date is 03/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLAX (MFS GLOBAL REAL ESTATE FUND A) |
-9.38%
Dec 2021 – Dec 2024 |
-1.36%
May 2021 – May 2026 |
3.16%
Oct 2013 – Oct 2023 |
4.90%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLAX (MFS GLOBAL REAL ESTATE FUND A) |
21.49%
Apr 2009 – Apr 2012 |
17.62%
Apr 2009 – Apr 2014 |
12.53%
Apr 2009 – Apr 2019 |
8.33%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart