Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MNDAX (MFS NEW DISCOVERY FUND A) | 0.60% | 3.04% | 6.75% | -1.50% | 4.49% | 7.48% | 7.45% | 6.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDAX (MFS NEW DISCOVERY FUND A) | 10/30/1997 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 10/30/1997.
AR inception is since 10/30/1997.
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.25 | 3.04 | 6.75 | -1.50 | 4.49 | 7.48 | 7.45 | 6.91 | 0.60 | 6.05 | 13.98 | -29.88 | -18.75 | 29.75 | 40.77 | -1.67 | 26.00 | 8.60 | -2.13 | -7.50 | 40.72 | 20.89 | -11.01 | 35.86 | 62.05 | -39.73 | 1.83 | 12.82 | 4.63 | 6.95 | 35.25 | -33.51 | -5.13 | 0.06 | 59.34 | 19.48 | -6.10 |
| Sharpe Ratio | NA | -0.14 | 0.10 | -0.14 | 0.13 | NA | NA | 0.22 | -0.04 | -0.03 | 0.55 | -0.97 | -0.69 | 0.80 | 2.47 | -0.16 | 2.47 | 0.47 | -0.13 | -0.43 | 2.82 | 1.11 | -0.34 | 1.72 | 1.86 | -0.89 | -0.06 | 0.58 | 0.17 | 0.32 | 1.85 | -1.47 | -0.27 | -0.12 | 2.92 | 0.69 | -1.30 |
| Standard Deviation(%) | NA | 23.62 | 22.78 | 25.06 | 23.13 | NA | NA | 24.17 | 30.85 | 17.59 | 17.71 | 32.23 | 27.39 | 36.68 | 15.96 | 19.16 | 10.32 | 17.72 | 16.47 | 17.63 | 14.45 | 18.91 | 32.32 | 20.83 | 33.34 | 45.37 | 18.13 | 16.52 | 14.40 | 18.65 | 18.64 | 23.56 | 28.41 | 34.90 | 19.20 | 23.45 | 26.88 |
| Draw Down(%) | NA | 25.39 | 25.39 | 53.82 | 53.82 | NA | NA | 62.87 | 24.01 | 10.58 | 17.35 | 35.14 | 32.78 | 36.75 | 9.56 | 24.95 | 3.96 | 18.99 | 16.10 | 17.89 | 6.44 | 13.38 | 31.48 | 12.18 | 26.42 | 57.02 | 12.95 | 18.47 | 14.15 | 24.79 | 11.52 | 40.09 | 33.69 | 30.88 | 14.41 | 35.44 | 10.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.55 | 7.00 | 7.48 | 7.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.48 | 20.47 | 11.71 | 2.65 | 0.00 | 6.84 | 11.40 | 0.00 | 16.95 | 7.41 | 0.00 | 0.00 | 3.41 | 0.00 | 0.00 | 0.09 | 0.67 | 0.00 | 0.00 | 16.94 | 4.33 | 1.15 | 5.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDAX (MFS NEW DISCOVERY FUND A) |
-20.03%
Feb 2000 - Feb 2003 |
-8.83%
Feb 2004 - Feb 2009 |
-0.88%
Feb 2000 - Feb 2010 |
3.47%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDAX (MFS NEW DISCOVERY FUND A) |
38.33%
Feb 2009 - Feb 2012 |
31.02%
Feb 2009 - Feb 2014 |
19.09%
Feb 2009 - Feb 2019 |
12.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart