Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNDCX (MFS NEW DISCOVERY FUND C) | 11.18% | 24.41% | 12.11% | 0.18% | 10.49% | 8.58% | 8.64% | … | … |
Data as of 06/04/2026, Common starting date is 05/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDCX (MFS NEW DISCOVERY FUND C) | 05/11/1998 | 06/04/2026 |
| 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 (%) | -0.05 | 24.41 | 12.11 | 0.18 | 10.49 | 8.58 | 8.64 | … | … | 11.18 | 14.34 | 5.29 | 13.09 | -30.47 | -28.26 | 23.20 | 39.70 | -2.37 | 25.02 | 7.79 | -2.90 | -8.15 | 39.65 | 19.99 | -11.78 | 34.90 | 60.93 | -40.20 | 1.16 | 12.14 | 3.91 | 6.52 | 33.39 | -33.92 | -5.73 | -0.58 | 58.25 | -0.36 |
| Sharpe Ratio | NA | 1.20 | 0.46 | -0.11 | 0.41 | NA | NA | … | … | 1.12 | 0.50 | -0.07 | 0.50 | -0.99 | -0.77 | 0.60 | 2.41 | -0.19 | 2.36 | 0.43 | -0.18 | -0.46 | 2.74 | 1.06 | -0.36 | 1.67 | 1.83 | -0.90 | -0.10 | 0.54 | 0.12 | 0.30 | 1.76 | -1.50 | -0.29 | -0.13 | 2.86 | -0.14 |
| Standard Deviation(%) | NA | 19.50 | 20.14 | 22.83 | 22.14 | NA | NA | … | … | 22.42 | 23.39 | 17.59 | 17.72 | 32.21 | 36.67 | 38.16 | 15.89 | 19.16 | 10.37 | 17.70 | 16.49 | 17.61 | 14.47 | 18.94 | 32.38 | 20.89 | 33.25 | 45.42 | 18.16 | 16.58 | 14.39 | 18.65 | 18.63 | 23.39 | 28.48 | 34.73 | 19.23 | 26.93 |
| Draw Down(%) | NA | 13.55 | 25.63 | 42.23 | 42.23 | NA | NA | … | … | 13.55 | 24.14 | 10.63 | 17.66 | 35.48 | 40.26 | 36.80 | 9.71 | 25.11 | 3.96 | 19.03 | 16.27 | 18.25 | 6.50 | 13.59 | 31.60 | 12.21 | 26.44 | 57.14 | 13.11 | 18.63 | 14.38 | 25.06 | 12.31 | 40.38 | 33.97 | 31.21 | 14.54 | 35.41 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.70 | 11.62 | 8.85 | 9.79 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 29.91 | 19.02 | 13.82 | 25.20 | 14.00 | 3.13 | 0.00 | 7.86 | 12.83 | 0.00 | 18.38 | 7.93 | 0.00 | 0.00 | 3.57 | 0.00 | 0.00 | 0.29 | 0.00 | 0.00 | 0.00 | 16.37 | 3.82 | 0.76 |
Data as of 06/04/2026, Common starting date is 05/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDCX (MFS NEW DISCOVERY FUND C) |
-20.75%
Feb 2000 – Feb 2003 |
-9.40%
Feb 2004 – Feb 2009 |
-1.59%
Feb 2000 – Feb 2010 |
2.70%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDCX (MFS NEW DISCOVERY FUND C) |
37.28%
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