GLNBX Performance — MFS Global New Discovery Fund, Class B
Data updated: 2026-07-27
GLNBX returned +7.28% year to date and +8.45% over one year to May 2026. Annualised returns are +9.18% over 3 years and +0.79% over 5 years. The fund trailed its Global Mid-Cap Blend category average: $100 invested three years ago grew to $130, against $157 for the category, and to $108 over one year, against $125. Volatility over the past three years was 14.24% a year. In the 12 months to May 2026 the fund lost a net $10.8M, and assets reached $67.60M.
GLNBX Growth of $100
What $100 invested in MFS Global New Discovery Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Mid-Cap Blend category average over the same months.
| Period | GLNBX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $108 | $125 |
| 3 years (Jun 2023 – May 2026) | $130 | $157 |
| 5 years (Jun 2021 – May 2026) | $104 | $152 |
| Since data start (Sep 2019 – May 2026) | $150 | $203 |
GLNBX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.28% |
| 1 year | +8.45% |
| 3 years (annualised) | +9.18% |
| 5 years (annualised) | +0.79% |
GLNBX Annual Returns
Calendar-year total returns of MFS Global New Discovery Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +7.28% |
| 2025 | +7.31% |
| 2024 | +1.55% |
| 2023 | +17.29% |
| 2022 | −27.62% |
| 2021 | +11.07% |
| 2020 | +22.65% |
| 2019 (Sep–Dec) | +10.61% |
GLNBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.9% | +3.4% | −7.8% | +7.7% | +0.5% | — | — | — | — | — | — | — |
| 2025 | +3.5% | −2.9% | −2.2% | +2.7% | +5.1% | +3.0% | −1.4% | +2.4% | −0.1% | −2.3% | +0.4% | −0.8% |
| 2024 | −1.7% | +2.9% | +2.7% | −5.9% | +4.3% | −2.3% | +4.9% | +2.1% | +0.8% | −2.8% | +2.9% | −5.7% |
| 2023 | +8.9% | −2.5% | +1.6% | +1.7% | −4.0% | +5.3% | +3.0% | −2.7% | −5.2% | −4.7% | +9.7% | +6.5% |
| 2022 | −9.9% | −3.4% | −0.1% | −8.2% | −1.7% | −9.6% | +8.5% | −6.6% | −10.7% | +6.4% | +8.5% | −2.3% |
| 2021 | −2.3% | −0.8% | +2.4% | +4.8% | +1.9% | +0.8% | +3.3% | +3.6% | −5.5% | +3.9% | −4.0% | +2.9% |
| 2020 | −0.2% | −8.0% | −15.6% | +12.3% | +8.5% | +1.7% | +6.9% | +3.7% | +0.1% | −2.0% | +10.1% | +6.7% |
| 2019 | — | — | — | — | — | — | — | — | +0.9% | +2.9% | +4.5% | +1.9% |
GLNBX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 14.24%
- 3-year Sharpe ratio: 0.33 (vs 4.5% risk-free rate)
- Best month: +9.68% (Nov 2023)
- Worst month: −7.77% (Mar 2026)
GLNBX Fund Flows
Monthly money in and out of MFS Global New Discovery Fund, from SEC Form N-PORT.
- 12-month net flow: −$10.8M
- 12-month gross sales (incl. reinvestments): $14.9M
- Sales ÷ redemptions: 0.58×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $767K | $962K | −$195K |
| Apr 2026 | $1.2M | $1.1M | $66K |
| Mar 2026 | $2.1M | $5.2M | −$3.1M |
| Feb 2026 | $1.2M | $2.4M | −$1.2M |
| Jan 2026 | $1.1M | $4.2M | −$3.1M |
| Dec 2025 | $2.8M | $1.5M | $1.3M |
| Nov 2025 | $1.3M | $877K | $382K |
| Oct 2025 | $915K | $945K | −$30K |
| Sep 2025 | $912K | $1.1M | −$192K |
| Aug 2025 | $769K | $5.2M | −$4.4M |
| Jul 2025 | $734K | $1.2M | −$481K |
| Jun 2025 | $1.1M | $967K | $174K |
GLNBX Assets Under Management
Net assets of MFS Global New Discovery Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $67.60M |
| 2026-02-28 | $70.95M |
| 2025-11-30 | $70.87M |
| 2025-08-31 | $72.03M |
| 2025-05-31 | $73.67M |
| 2025-02-28 | $70.77M |
| 2024-11-30 | $78.11M |
| 2024-08-31 | $77.96M |
| 2024-05-31 | $75.57M |
| 2024-02-29 | $75.70M |
| 2023-11-30 | $68.68M |
| 2023-08-31 | $68.91M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.