Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLDX (MFS GLOBAL REAL ESTATE FUND B) | 4.59% | 5.33% | 4.11% | -1.60% | 9.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLDX (MFS GLOBAL REAL ESTATE FUND B) | 12/22/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.45 | 5.33 | 4.11 | -1.60 | 9.91 | NA | NA | … | … | 4.59 | 1.17 | -3.84 | 10.16 | -27.69 | 28.49 | 1.15 | 25.10 | 75.38 | 11.74 | 6.45 | -0.32 | -0.98 |
| Sharpe Ratio | NA | 0.39 | 0.15 | -0.21 | 0.33 | NA | NA | … | … | 1.05 | -0.11 | -0.53 | 0.38 | -1.34 | 2.45 | 0.03 | 2.80 | 1.18 | 1.62 | 0.46 | -0.03 | -4.44 |
| Standard Deviation(%) | NA | 11.90 | 14.96 | 16.43 | 25.87 | NA | NA | … | … | 13.44 | 15.10 | 14.09 | 17.25 | 21.74 | 11.62 | 33.31 | 8.45 | 63.16 | 6.88 | 13.45 | 12.25 | 7.66 |
| Draw Down(%) | NA | 10.71 | 21.82 | 36.21 | 38.63 | NA | NA | … | … | 10.71 | 13.61 | 13.47 | 21.84 | 35.28 | 7.32 | 38.63 | 4.21 | 8.95 | 4.23 | 11.49 | 13.12 | 1.08 |
| Yield(%) | 0.00 | 1.73 | 1.14 | 1.60 | 4.82 | 3.76 | 2.82 | … | … | 0.00 | 1.77 | 1.13 | 0.37 | 3.72 | 1.52 | 0.02 | 5.81 | 3.40 | 7.02 | 15.11 | 10.24 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLDX (MFS GLOBAL REAL ESTATE FUND B) |
-8.50%
Dec 2021 – Dec 2024 |
-0.99%
May 2021 – May 2026 |
9.43%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLDX (MFS GLOBAL REAL ESTATE FUND B) |
40.10%
Oct 2018 – Oct 2021 |
26.08%
Dec 2016 – Dec 2021 |
11.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart