Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLMX (MFS GLOBAL REAL ESTATE FUND R4) | 6.08% | 7.20% | 5.51% | -0.48% | 10.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLMX (MFS GLOBAL REAL ESTATE FUND R4) | 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 | 7.20 | 5.51 | -0.48 | 10.99 | NA | NA | … | … | 6.08 | 0.75 | -2.84 | 11.31 | -26.95 | 29.77 | 2.18 | 26.36 | 74.80 | 12.94 | 7.57 | 0.63 | -0.98 |
| Sharpe Ratio | NA | 0.48 | 0.23 | -0.15 | 0.38 | NA | NA | … | … | 1.16 | -0.14 | -0.46 | 0.45 | -1.31 | 2.55 | 0.06 | 2.95 | 1.19 | 1.79 | 0.55 | 0.05 | -4.40 |
| Standard Deviation(%) | NA | 11.92 | 14.93 | 16.42 | 25.56 | NA | NA | … | … | 13.40 | 15.31 | 14.04 | 17.23 | 21.74 | 11.66 | 33.35 | 8.43 | 61.84 | 6.89 | 13.37 | 12.25 | 7.73 |
| Draw Down(%) | NA | 10.67 | 21.38 | 35.00 | 38.55 | NA | NA | … | … | 10.67 | 13.55 | 13.21 | 21.23 | 34.74 | 7.28 | 38.55 | 4.11 | 9.02 | 4.20 | 11.27 | 12.59 | 1.08 |
| Yield(%) | 0.00 | 3.15 | 2.65 | 2.58 | 6.50 | 4.91 | 3.68 | … | … | 0.00 | 3.24 | 2.45 | 2.03 | 4.09 | 2.74 | 1.02 | 7.02 | 5.25 | 8.10 | 16.07 | 10.87 | 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 |
|---|---|---|---|---|
| MGLMX (MFS GLOBAL REAL ESTATE FUND R4) |
-7.56%
Dec 2021 – Dec 2024 |
0.03%
May 2021 – May 2026 |
10.41%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLMX (MFS GLOBAL REAL ESTATE FUND R4) |
40.91%
Oct 2018 – Oct 2021 |
27.03%
Dec 2016 – Dec 2021 |
12.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart