GLNMX Performance — MFS Global New Discovery Fund, Class R4
Data updated: 2026-07-27
GLNMX returned +7.75% year to date and +9.53% over one year to May 2026. Annualised returns are +10.28% over 3 years and +1.80% over 5 years. The fund trailed its Global Mid-Cap Blend category average: $100 invested three years ago grew to $134, against $157 for the category, and to $110 over one year, against $125. Volatility over the past three years was 14.27% a year. In the 12 months to May 2026 the fund lost a net $10.8M, and assets reached $67.60M.
GLNMX 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 | GLNMX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $110 | $125 |
| 3 years (Jun 2023 – May 2026) | $134 | $157 |
| 5 years (Jun 2021 – May 2026) | $109 | $152 |
| Since data start (Sep 2019 – May 2026) | $160 | $203 |
GLNMX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.75% |
| 1 year | +9.53% |
| 3 years (annualised) | +10.28% |
| 5 years (annualised) | +1.80% |
GLNMX 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) | +7.75% |
| 2025 | +8.34% |
| 2024 | +2.60% |
| 2023 | +18.43% |
| 2022 | −26.88% |
| 2021 | +12.16% |
| 2020 | +23.89% |
| 2019 (Sep–Dec) | +11.03% |
GLNMX 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 | +4.0% | +3.5% | −7.7% | +7.8% | +0.6% | — | — | — | — | — | — | — |
| 2025 | +3.5% | −2.8% | −2.1% | +2.8% | +5.2% | +3.1% | −1.3% | +2.5% | −0.1% | −2.2% | +0.5% | −0.8% |
| 2024 | −1.6% | +3.0% | +2.8% | −5.8% | +4.4% | −2.3% | +5.1% | +2.2% | +0.9% | −2.7% | +3.0% | −5.6% |
| 2023 | +9.0% | −2.5% | +1.7% | +1.8% | −3.9% | +5.4% | +3.1% | −2.6% | −5.2% | −4.6% | +9.8% | +6.5% |
| 2022 | −9.8% | −3.4% | 0.0% | −8.1% | −1.7% | −9.5% | +8.5% | −6.5% | −10.7% | +6.6% | +8.6% | −2.3% |
| 2021 | −2.2% | −0.7% | +2.5% | +4.9% | +1.9% | +0.9% | +3.4% | +3.7% | −5.4% | +4.0% | −3.9% | +3.0% |
| 2020 | −0.1% | −7.9% | −15.6% | +12.4% | +8.7% | +1.8% | +6.9% | +3.8% | +0.1% | −1.9% | +10.2% | +6.9% |
| 2019 | — | — | — | — | — | — | — | — | +1.1% | +3.0% | +4.6% | +2.0% |
GLNMX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 14.27%
- 3-year Sharpe ratio: 0.40 (vs 4.5% risk-free rate)
- Best month: +9.79% (Nov 2023)
- Worst month: −7.71% (Mar 2026)
GLNMX 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 |
GLNMX 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.