Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGLIX (MFS GLOBAL REAL ESTATE FUND I) | 3.62% | 2.42% | -1.30% | 2.71% | 4.34% | 6.29% | NA | 10.29% |
Data as of 07/25/2025, AR inception is 03/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLIX (MFS GLOBAL REAL ESTATE FUND I) | 03/12/2009 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | 2.42 | -1.30 | 2.71 | 4.34 | 6.29 | NA | 10.29 | 3.62 | -2.85 | 11.32 | -30.60 | 29.00 | 2.18 | 26.29 | -3.68 | 12.89 | 7.52 | 0.58 | 15.29 | 4.98 | 29.73 | -6.84 | 15.45 | 86.54 |
| Sharpe Ratio | NA | -0.05 | -0.27 | 0.05 | 0.17 | NA | NA | 0.49 | 0.20 | -0.67 | 0.41 | -1.47 | 2.47 | 0.06 | 2.90 | -0.45 | 1.80 | 0.55 | 0.04 | 1.77 | 0.38 | 2.36 | -0.27 | 0.76 | 2.96 |
| Standard Deviation(%) | NA | 15.92 | 17.51 | 16.66 | 17.05 | NA | NA | 18.67 | 17.52 | 14.04 | 17.22 | 21.88 | 11.74 | 33.36 | 8.58 | 11.18 | 6.85 | 13.41 | 12.32 | 8.63 | 13.00 | 12.68 | 25.90 | 20.14 | 39.11 |
| Draw Down(%) | NA | 21.41 | 27.77 | 38.26 | 38.55 | NA | NA | 38.55 | 13.56 | 13.23 | 21.26 | 34.71 | 7.24 | 38.55 | 4.11 | 9.77 | 4.24 | 11.28 | 12.69 | 7.68 | 14.81 | 8.59 | 23.03 | 14.66 | 9.63 |
| Yield(%) | 0.00 | 2.50 | 1.50 | 1.72 | 3.82 | 5.37 | 8.20 | 10.24 | 0.00 | 2.45 | 2.02 | 0.40 | 2.05 | 1.02 | 7.00 | 2.94 | 4.59 | 9.76 | 6.90 | 4.93 | 6.93 | 8.53 | 5.49 | 16.82 | 48.84 |
Data as of 07/25/2025, AR inception is 03/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLIX (MFS GLOBAL REAL ESTATE FUND I) |
-9.12%
Dec 2021 - Dec 2024 |
-0.33%
Jan 2020 - Jan 2025 |
3.40%
Oct 2013 - Oct 2023 |
5.90%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLIX (MFS GLOBAL REAL ESTATE FUND I) |
21.80%
Apr 2009 - Apr 2012 |
17.89%
Apr 2009 - Apr 2014 |
12.79%
Apr 2009 - Apr 2019 |
8.58%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison Chart