Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGLRX (MFS GLOBAL REAL ESTATE FUND R6) | 1.12% | 3.13% | -2.38% | 4.35% | 3.99% | NA | NA | 6.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLRX (MFS GLOBAL REAL ESTATE FUND R6) | 07/03/2012 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 07/03/2012.
AR inception is since 07/03/2012.
| 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 (%) | 1.56 | 3.13 | -2.38 | 4.35 | 3.99 | NA | NA | 6.05 | 1.12 | -2.82 | 11.45 | -30.53 | 29.13 | 2.24 | 26.48 | -3.57 | 12.98 | 7.52 | 0.73 | 15.24 | 5.00 | 11.55 |
| Sharpe Ratio | NA | -0.06 | -0.47 | 0.11 | 0.13 | NA | NA | 0.28 | 0.11 | -0.67 | 0.42 | -1.46 | 2.48 | 0.06 | 2.92 | -0.44 | 1.82 | 0.55 | 0.06 | 1.77 | 0.38 | 2.72 |
| Standard Deviation(%) | NA | 16.18 | 18.36 | 17.25 | 17.01 | NA | NA | 15.85 | 20.70 | 14.05 | 17.26 | 21.90 | 11.72 | 33.27 | 8.58 | 11.13 | 6.80 | 13.41 | 12.28 | 8.61 | 12.99 | 9.22 |
| Draw Down(%) | NA | 21.33 | 30.30 | 38.14 | 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 | 2.65 | 1.57 | 2.00 | 3.82 | 4.17 | 3.13 | 5.22 | 0.00 | 2.53 | 2.11 | 0.48 | 2.12 | 1.08 | 7.11 | 2.99 | 4.64 | 9.79 | 6.92 | 4.93 | 6.93 | 6.07 |
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) |
-9.05%
Dec 2021 - Dec 2024 |
-0.25%
Jan 2020 - Jan 2025 |
3.48%
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) |
18.64%
Dec 2018 - Dec 2021 |
12.71%
Dec 2016 - Dec 2021 |
7.38%
Aug 2012 - Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart