Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGLRX (MFS GLOBAL REAL ESTATE FUND R6) | 2.74% | -1.50% | 1.49% | 4.22% | 4.84% | NA | NA | 6.16% |
Data as of 07/16/2025, AR inception is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLRX (MFS GLOBAL REAL ESTATE FUND R6) | 07/03/2012 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.50 | 1.49 | 4.22 | 4.84 | NA | NA | 6.16 | 2.74 | -2.82 | 11.45 | -26.88 | 29.84 | 2.24 | 26.48 | -3.57 | 12.98 | 7.52 | 0.73 | 15.24 | 5.00 | 11.55 |
| Sharpe Ratio | NA | -0.17 | -0.11 | 0.12 | 0.21 | NA | NA | 0.32 | 0.14 | -0.46 | 0.46 | -1.30 | 2.56 | 0.06 | 2.91 | -0.45 | 1.82 | 0.54 | 0.06 | 1.77 | 0.38 | 2.72 |
| Standard Deviation(%) | NA | 15.98 | 17.51 | 16.63 | 16.99 | NA | NA | 15.78 | 17.91 | 14.05 | 17.26 | 21.77 | 11.66 | 33.27 | 8.58 | 11.13 | 6.80 | 13.41 | 12.28 | 8.61 | 12.99 | 9.22 |
| Draw Down(%) | NA | 21.33 | 23.85 | 34.88 | 38.52 | NA | NA | 38.52 | 13.52 | 13.22 | 21.20 | 34.67 | 7.26 | 38.52 | 4.15 | 9.77 | 4.17 | 11.32 | 12.63 | 7.68 | 14.74 | 3.95 |
| Yield(%) | 0.00 | 2.49 | 3.24 | 3.09 | 4.46 | 4.63 | 3.47 | 5.34 | 0.00 | 2.53 | 2.11 | 4.22 | 2.81 | 1.08 | 7.11 | 2.99 | 4.64 | 9.79 | 6.92 | 4.93 | 6.93 | 6.07 |
Data as of 07/16/2025, AR inception is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLRX (MFS GLOBAL REAL ESTATE FUND R6) |
-7.48%
Dec 2021 - Dec 2024 |
0.89%
Jan 2020 - Jan 2025 |
4.07%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLRX (MFS GLOBAL REAL ESTATE FUND R6) |
18.85%
Dec 2018 - Dec 2021 |
12.83%
Dec 2016 - Dec 2021 |
7.44%
Aug 2012 - Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart