Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLCX (MFS GLOBAL REAL ESTATE FUND C) | 7.42% | 6.49% | 4.84% | -1.66% | 10.27% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLCX (MFS GLOBAL REAL ESTATE FUND C) | 12/22/2014 | 06/10/2026 |
| 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 (%) | 2.72 | 6.49 | 4.84 | -1.66 | 10.27 | NA | NA | … | … | 7.42 | 0.87 | -3.81 | 10.13 | -27.68 | 28.48 | 1.16 | 25.12 | 76.57 | 11.80 | 6.40 | -0.36 | -0.98 |
| Sharpe Ratio | NA | 0.29 | 0.07 | -0.25 | 0.32 | NA | NA | … | … | 0.78 | -0.13 | -0.53 | 0.38 | -1.34 | 2.44 | 0.03 | 2.80 | 1.19 | 1.63 | 0.46 | -0.03 | -4.44 |
| Standard Deviation(%) | NA | 12.07 | 14.95 | 16.42 | 26.01 | NA | NA | … | … | 13.48 | 15.11 | 14.12 | 17.22 | 21.72 | 11.66 | 33.36 | 8.45 | 63.69 | 6.84 | 13.47 | 12.26 | 7.66 |
| Draw Down(%) | NA | 10.76 | 21.85 | 36.21 | 38.62 | NA | NA | … | … | 10.76 | 13.65 | 13.45 | 21.84 | 35.24 | 7.29 | 38.62 | 4.21 | 9.02 | 4.24 | 11.57 | 13.21 | 1.08 |
| Yield(%) | 0.00 | 1.99 | 1.41 | 1.69 | 5.05 | 3.91 | 2.93 | … | … | 0.00 | 2.07 | 1.26 | 0.75 | 3.73 | 1.57 | 0.13 | 5.79 | 3.62 | 7.41 | 15.39 | 10.21 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MGLCX (MFS GLOBAL REAL ESTATE FUND C) |
-8.49%
Dec 2021 – Dec 2024 |
-0.99%
May 2021 – May 2026 |
9.52%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLCX (MFS GLOBAL REAL ESTATE FUND C) |
40.39%
Oct 2018 – Oct 2021 |
26.27%
Dec 2016 – Dec 2021 |
11.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart