Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MNDJX (MFS NEW DISCOVERY FUND R4) | 6.56% | 5.24% | 7.87% | 4.22% | 8.66% | 10.54% | 9.16% | 9.65% |
Data as of 07/23/2025, AR inception is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDJX (MFS NEW DISCOVERY FUND R4) | 04/07/2005 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | 5.24 | 7.87 | 4.22 | 8.66 | 10.54 | 9.16 | 9.65 | 6.56 | 6.33 | 14.25 | -29.71 | -16.90 | 31.14 | 41.11 | -1.41 | 26.39 | 8.87 | -1.89 | -7.27 | 41.09 | 21.21 | -10.79 | 36.12 | 62.53 | -39.56 | 2.17 | 13.09 | 13.84 |
| Sharpe Ratio | NA | 0.08 | 0.26 | 0.09 | 0.31 | NA | NA | 0.35 | 0.23 | -0.01 | 0.57 | -0.97 | -0.65 | 0.84 | 2.49 | -0.14 | 2.50 | 0.49 | -0.12 | -0.41 | 2.83 | 1.13 | -0.33 | 1.73 | 1.91 | -0.89 | -0.05 | 0.60 | 1.17 |
| Standard Deviation(%) | NA | 23.68 | 21.60 | 22.79 | 22.14 | NA | NA | 23.60 | 27.13 | 17.58 | 17.74 | 32.23 | 26.04 | 36.49 | 15.92 | 19.18 | 10.33 | 17.75 | 16.46 | 17.62 | 14.49 | 18.93 | 32.82 | 20.89 | 32.69 | 45.35 | 18.13 | 16.54 | 14.48 |
| Draw Down(%) | NA | 25.29 | 25.29 | 42.03 | 42.03 | NA | NA | 60.53 | 23.96 | 10.60 | 17.29 | 35.06 | 31.40 | 36.77 | 9.50 | 24.90 | 3.90 | 18.96 | 16.04 | 17.77 | 6.44 | 13.31 | 31.46 | 12.15 | 26.38 | 56.92 | 12.84 | 18.38 | 9.71 |
| Yield(%) | 0.00 | 0.00 | 0.03 | 6.88 | 8.55 | 10.52 | 9.99 | 10.93 | 0.00 | 0.00 | 0.00 | 0.07 | 19.13 | 12.95 | 9.82 | 19.48 | 11.23 | 2.55 | 0.00 | 6.64 | 11.11 | 0.00 | 16.67 | 7.31 | 0.00 | 0.00 | 3.39 | 0.00 | 0.00 |
Data as of 07/23/2025, AR inception is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDJX (MFS NEW DISCOVERY FUND R4) |
-17.71%
Feb 2006 - Feb 2009 |
2.63%
Feb 2011 - Feb 2016 |
5.87%
Feb 2006 - Feb 2016 |
8.25%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDJX (MFS NEW DISCOVERY FUND R4) |
38.66%
Feb 2009 - Feb 2012 |
31.34%
Feb 2009 - Feb 2014 |
19.39%
Feb 2009 - Feb 2019 |
15.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart