Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLKX (MFS GLOBAL REAL ESTATE FUND R2) | 4.83% | 5.88% | 4.65% | -1.11% | 10.39% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLKX (MFS GLOBAL REAL ESTATE FUND R2) | 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 (%) | -2.42 | 5.88 | 4.65 | -1.11 | 10.39 | NA | NA | … | … | 4.83 | 0.68 | -3.33 | 10.73 | -27.33 | 29.14 | 1.65 | 25.75 | 75.00 | 12.35 | 7.01 | 0.20 | -0.98 |
| Sharpe Ratio | NA | 0.44 | 0.19 | -0.18 | 0.36 | NA | NA | … | … | 1.11 | -0.15 | -0.49 | 0.41 | -1.33 | 2.51 | 0.04 | 2.88 | 1.19 | 1.72 | 0.51 | 0.01 | -4.44 |
| Standard Deviation(%) | NA | 11.85 | 14.94 | 16.41 | 25.68 | NA | NA | … | … | 13.36 | 15.15 | 14.10 | 17.26 | 21.72 | 11.60 | 33.36 | 8.44 | 62.35 | 6.84 | 13.43 | 12.29 | 7.66 |
| Draw Down(%) | NA | 10.71 | 21.59 | 35.61 | 38.56 | NA | NA | … | … | 10.71 | 13.58 | 13.34 | 21.54 | 35.01 | 7.24 | 38.56 | 4.16 | 9.04 | 4.20 | 11.38 | 12.96 | 1.08 |
| Yield(%) | 0.00 | 2.68 | 2.08 | 2.15 | 5.75 | 4.38 | 3.29 | … | … | 0.00 | 2.75 | 1.81 | 1.48 | 3.75 | 2.14 | 0.56 | 6.42 | 4.45 | 7.76 | 15.81 | 10.16 | 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 |
|---|---|---|---|---|
| MGLKX (MFS GLOBAL REAL ESTATE FUND R2) |
-8.03%
Dec 2021 – Dec 2024 |
-0.48%
May 2021 – May 2026 |
9.92%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLKX (MFS GLOBAL REAL ESTATE FUND R2) |
40.46%
Oct 2018 – Oct 2021 |
26.55%
Dec 2016 – Dec 2021 |
11.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart