Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNDBX (MFS NEW DISCOVERY FUND B) | 10.14% | 24.08% | 11.75% | 0.12% | 10.48% | 8.41% | 8.59% | … | … |
Data as of 06/03/2026, Common starting date is 01/08/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDBX (MFS NEW DISCOVERY FUND B) | 01/08/1998 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 24.08 | 11.75 | 0.12 | 10.48 | 8.41 | 8.59 | … | … | 10.14 | 14.34 | 5.32 | 13.16 | -30.51 | -28.39 | 23.17 | 39.76 | -2.38 | 24.96 | 7.81 | -2.86 | -8.16 | 39.66 | 19.95 | -11.74 | 34.88 | 60.89 | -40.16 | 1.16 | 12.09 | 3.91 | 6.34 | 33.36 | -33.92 | -5.74 | -0.59 | 58.29 | 21.49 |
| Sharpe Ratio | NA | 1.20 | 0.46 | -0.11 | 0.41 | NA | NA | … | … | 1.12 | 0.50 | -0.07 | 0.51 | -0.99 | -0.77 | 0.60 | 2.39 | -0.19 | 2.36 | 0.43 | -0.18 | -0.46 | 2.75 | 1.06 | -0.36 | 1.67 | 1.83 | -0.90 | -0.10 | 0.53 | 0.12 | 0.29 | 1.75 | -1.49 | -0.29 | -0.13 | 2.82 | 0.79 |
| Standard Deviation(%) | NA | 19.49 | 20.17 | 22.85 | 22.16 | NA | NA | … | … | 22.40 | 23.41 | 17.61 | 17.77 | 32.26 | 36.76 | 38.15 | 16.04 | 19.16 | 10.35 | 17.72 | 16.48 | 17.60 | 14.43 | 18.95 | 32.38 | 20.88 | 33.31 | 45.44 | 18.15 | 16.57 | 14.43 | 18.66 | 18.63 | 23.46 | 28.45 | 34.77 | 19.56 | 23.75 |
| Draw Down(%) | NA | 13.56 | 25.63 | 42.22 | 42.22 | NA | NA | … | … | 13.56 | 24.13 | 10.62 | 17.62 | 35.49 | 40.35 | 36.78 | 9.69 | 25.12 | 3.97 | 19.06 | 16.25 | 18.24 | 6.51 | 13.56 | 31.64 | 12.18 | 26.55 | 57.15 | 13.08 | 18.60 | 14.39 | 25.05 | 12.24 | 40.33 | 33.97 | 31.21 | 14.48 | 35.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.76 | 11.73 | 8.73 | 9.80 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 30.02 | 19.08 | 13.87 | 25.26 | 14.02 | 3.14 | 0.00 | 7.88 | 12.85 | 0.00 | 18.41 | 7.95 | 0.00 | 0.00 | 3.57 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 16.41 | 3.79 | 0.93 |
Data as of 06/03/2026, Common starting date is 01/08/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDBX (MFS NEW DISCOVERY FUND B) |
-20.73%
Feb 2000 – Feb 2003 |
-9.44%
Feb 2004 – Feb 2009 |
-1.61%
Feb 2000 – Feb 2010 |
2.69%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDBX (MFS NEW DISCOVERY FUND B) |
37.30%
Feb 2009 – Feb 2012 |
30.03%
Feb 2009 – Feb 2014 |
18.20%
Feb 2009 – Feb 2019 |
14.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart