Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNDIX (MFS NEW DISCOVERY FUND I) | 11.67% | 25.68% | 13.23% | 1.08% | 11.54% | 9.64% | 9.70% | … | … |
Data as of 06/04/2026, Common starting date is 10/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDIX (MFS NEW DISCOVERY FUND I) | 10/30/1997 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.68 | 13.23 | 1.08 | 11.54 | 9.64 | 9.70 | … | … | 11.67 | 12.62 | 6.32 | 14.30 | -29.70 | -15.65 | 32.05 | 41.12 | -1.41 | 26.27 | 8.89 | -1.88 | -7.28 | 41.07 | 21.23 | -10.77 | 36.21 | 62.46 | -39.57 | 2.23 | 13.20 | 5.00 | 7.57 | 34.74 | -33.28 | -4.81 | -16.81 | 54.89 | 18.81 | -6.02 |
| Sharpe Ratio | NA | 1.26 | 0.52 | -0.07 | 0.46 | NA | NA | … | … | 1.18 | 0.55 | -0.02 | 0.57 | -0.97 | -0.63 | 0.87 | 2.50 | -0.14 | 2.48 | 0.49 | -0.12 | -0.41 | 2.84 | 1.13 | -0.33 | 1.73 | 1.88 | -0.89 | -0.04 | 0.60 | 0.20 | 0.36 | 1.83 | -1.47 | -0.26 | -0.55 | 2.66 | 0.67 | -1.29 |
| Standard Deviation(%) | NA | 19.51 | 20.15 | 22.81 | 22.13 | NA | NA | … | … | 22.47 | 23.36 | 17.63 | 17.69 | 32.20 | 25.03 | 36.32 | 15.91 | 19.16 | 10.39 | 17.70 | 16.44 | 17.64 | 14.47 | 18.89 | 32.33 | 20.87 | 33.25 | 45.40 | 18.17 | 16.52 | 14.40 | 18.65 | 18.62 | 23.46 | 28.40 | 38.06 | 19.46 | 23.29 | 26.93 |
| Draw Down(%) | NA | 13.42 | 25.32 | 42.04 | 42.04 | NA | NA | … | … | 13.42 | 23.96 | 10.57 | 17.27 | 35.05 | 30.34 | 36.78 | 9.51 | 24.87 | 3.93 | 18.95 | 16.05 | 17.76 | 6.39 | 13.36 | 31.47 | 12.12 | 26.40 | 56.92 | 12.92 | 18.39 | 14.10 | 24.62 | 12.09 | 39.92 | 33.57 | 42.56 | 14.33 | 35.28 | 10.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.38 | 9.01 | 7.75 | 9.10 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 17.80 | 12.13 | 9.24 | 18.54 | 10.73 | 2.44 | 0.00 | 6.37 | 10.69 | 0.00 | 16.16 | 7.10 | 0.00 | 0.00 | 3.30 | 0.00 | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.38 |
Data as of 06/04/2026, Common starting date is 10/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDIX (MFS NEW DISCOVERY FUND I) |
-24.81%
Feb 2000 – Feb 2003 |
-9.12%
Feb 2000 – Feb 2005 |
-2.46%
Feb 2000 – Feb 2010 |
2.88%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDIX (MFS NEW DISCOVERY FUND I) |
38.73%
Feb 2009 – Feb 2012 |
31.37%
Feb 2009 – Feb 2014 |
19.40%
Feb 2009 – Feb 2019 |
15.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart