Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLJX (MFS GLOBAL REAL ESTATE FUND R1) | 5.57% | 6.10% | 4.46% | -1.49% | 9.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLJX (MFS GLOBAL REAL ESTATE FUND R1) | 12/22/2014 | 06/04/2026 |
| 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 (%) | -1.23 | 6.10 | 4.46 | -1.49 | 9.92 | NA | NA | … | … | 5.57 | 0.75 | -3.82 | 10.19 | -27.72 | 28.51 | 1.15 | 25.11 | 73.68 | 11.86 | 6.34 | -0.27 | -0.98 |
| Sharpe Ratio | NA | 0.39 | 0.16 | -0.21 | 0.33 | NA | NA | … | … | 1.06 | -0.14 | -0.53 | 0.38 | -1.34 | 2.45 | 0.03 | 2.80 | 1.17 | 1.64 | 0.46 | -0.02 | -4.44 |
| Standard Deviation(%) | NA | 11.84 | 14.94 | 16.42 | 25.66 | NA | NA | … | … | 13.40 | 15.14 | 14.07 | 17.26 | 21.75 | 11.63 | 33.38 | 8.44 | 62.23 | 6.84 | 13.42 | 12.21 | 7.66 |
| Draw Down(%) | NA | 10.73 | 21.84 | 36.22 | 38.60 | NA | NA | … | … | 10.73 | 13.64 | 13.45 | 21.82 | 35.28 | 7.26 | 38.60 | 4.18 | 8.99 | 4.30 | 11.58 | 13.21 | 1.08 |
| Yield(%) | 0.00 | 2.14 | 1.64 | 1.80 | 5.14 | 3.95 | 2.96 | … | … | 0.00 | 2.19 | 1.49 | 1.06 | 3.76 | 1.32 | 0.17 | 6.01 | 4.59 | 7.05 | 14.93 | 9.60 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MGLJX (MFS GLOBAL REAL ESTATE FUND R1) |
-8.50%
Dec 2021 – Dec 2024 |
-0.98%
May 2021 – May 2026 |
9.34%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLJX (MFS GLOBAL REAL ESTATE FUND R1) |
39.66%
Oct 2018 – Oct 2021 |
25.87%
Dec 2016 – Dec 2021 |
11.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart