Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLLX (MFS GLOBAL REAL ESTATE FUND R3) | 5.96% | 6.91% | 5.26% | -0.74% | 10.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLLX (MFS GLOBAL REAL ESTATE FUND R3) | 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 (%) | -1.21 | 6.91 | 5.26 | -0.74 | 10.74 | NA | NA | … | … | 5.96 | 0.75 | -3.10 | 11.04 | -27.17 | 29.43 | 1.96 | 26.01 | 74.86 | 12.61 | 7.27 | 0.47 | -0.98 |
| Sharpe Ratio | NA | 0.45 | 0.21 | -0.17 | 0.37 | NA | NA | … | … | 1.12 | -0.14 | -0.48 | 0.43 | -1.32 | 2.53 | 0.05 | 2.91 | 1.19 | 1.75 | 0.53 | 0.04 | -4.40 |
| Standard Deviation(%) | NA | 11.91 | 14.94 | 16.42 | 25.60 | NA | NA | … | … | 13.42 | 15.23 | 14.06 | 17.26 | 21.72 | 11.61 | 33.40 | 8.45 | 61.99 | 6.86 | 13.42 | 12.29 | 7.73 |
| Draw Down(%) | NA | 10.73 | 21.47 | 35.34 | 38.57 | NA | NA | … | … | 10.73 | 13.55 | 13.25 | 21.42 | 34.85 | 7.24 | 38.57 | 4.16 | 9.02 | 4.19 | 11.37 | 12.82 | 1.08 |
| Yield(%) | 0.00 | 2.88 | 2.35 | 2.37 | 6.14 | 4.65 | 3.49 | … | … | 0.00 | 2.96 | 2.12 | 1.76 | 3.97 | 2.44 | 0.80 | 6.78 | 4.75 | 8.03 | 15.86 | 10.51 | 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 |
|---|---|---|---|---|
| MGLLX (MFS GLOBAL REAL ESTATE FUND R3) |
-7.81%
Dec 2021 – Dec 2024 |
-0.24%
May 2021 – May 2026 |
10.15%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLLX (MFS GLOBAL REAL ESTATE FUND R3) |
40.62%
Oct 2018 – Oct 2021 |
26.77%
Dec 2016 – Dec 2021 |
12.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart