Nasdaq - Delayed Quote USD

MFS Global New Discovery Fund (GLNAX)

23.60
+0.14
+(0.60%)
At close: 8:01:03 PM EDT

Fund Summary

The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks, equity interests in REITs, and other securities that represent an ownership interest in a company or other issuer. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but it may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region. MFS uses an active bottom-up investment approach to buying and selling investments for the fund.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.27%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 3

Performance & Risk

YTD Return 6.45%
5y Average Return 8.30%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
GLNAXCategory AverageGLNAXCategory AverageGLNAXCategory Average
Alpha -6.51 -0.01 -5.88 -0 -1.51 -0.01
BETA 1.12 0.01 1.08 0.01 1.04 0.01
Mean Annual Return 0.44 0.01 0.71 0.01 0.68 0.01
R-squared 90.19 0.84 87.01 0.79 87.32 0.78
Standard Deviation 18.22 0.23 17.73 0.18 16.43 0.18
Sharpe Ratio 0.03 0.01 0.32 0.01 0.38 0.01
Treynor Ratio -0.92 0.12 3.99 0.13 4.84 0.08

Related Tickers