Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNDHX (MFS NEW DISCOVERY FUND R3) | 11.57% | 25.41% | 12.95% | 0.85% | 11.28% | 9.37% | 9.43% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDHX (MFS NEW DISCOVERY FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.41 | 12.95 | 0.85 | 11.28 | 9.37 | 9.43 | … | … | 11.57 | 12.36 | 6.06 | 13.97 | -29.81 | 1.93 | 44.77 | 40.74 | -1.62 | 25.93 | 8.60 | -2.13 | -7.50 | 40.76 | 20.84 | -11.00 | 35.88 | 62.11 | -39.74 | 1.87 | 12.77 | 14.72 |
| Sharpe Ratio | NA | 1.25 | 0.50 | -0.08 | 0.44 | NA | NA | … | … | 1.16 | 0.54 | 0.14 | 0.59 | -0.97 | 0.10 | 1.26 | 2.47 | -0.16 | 2.45 | 0.47 | -0.13 | -0.43 | 2.82 | 1.11 | -0.34 | 1.72 | 1.90 | -0.89 | -0.07 | 0.57 | 1.26 |
| Standard Deviation(%) | NA | 19.48 | 20.14 | 22.81 | 22.13 | NA | NA | … | … | 22.41 | 23.36 | 17.62 | 17.70 | 32.19 | 19.66 | 35.27 | 15.92 | 19.19 | 10.37 | 17.72 | 16.44 | 17.62 | 14.45 | 18.91 | 32.81 | 20.85 | 32.66 | 45.38 | 18.19 | 16.55 | 14.47 |
| Draw Down(%) | NA | 13.41 | 25.41 | 42.05 | 42.05 | NA | NA | … | … | 13.41 | 24.03 | 10.60 | 17.35 | 35.12 | 15.68 | 36.78 | 9.54 | 24.94 | 3.96 | 19.01 | 16.08 | 17.90 | 6.44 | 13.39 | 31.52 | 12.18 | 26.35 | 56.96 | 12.94 | 18.48 | 9.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.96 | 9.81 | 8.14 | 9.38 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 20.82 | 13.94 | 10.49 | 20.50 | 11.72 | 2.65 | 0.00 | 6.85 | 11.41 | 0.00 | 16.95 | 7.41 | 0.00 | 0.00 | 3.41 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDHX (MFS NEW DISCOVERY FUND R3) |
-17.96%
Feb 2006 – Feb 2009 |
-1.15%
Mar 2021 – Mar 2026 |
5.60%
Feb 2006 – Feb 2016 |
7.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDHX (MFS NEW DISCOVERY FUND R3) |
38.34%
Feb 2009 – Feb 2012 |
31.03%
Feb 2009 – Feb 2014 |
19.09%
Feb 2009 – Feb 2019 |
15.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart