Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNDKX (MFS NEW DISCOVERY FUND R6) | 11.71% | 25.87% | 13.38% | 1.19% | 11.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDKX (MFS NEW DISCOVERY FUND R6) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.87 | 13.38 | 1.19 | 11.66 | NA | NA | … | … | 11.71 | 15.64 | 6.46 | 14.44 | -29.61 | -15.31 | 32.37 | 41.25 | -1.30 | 26.43 | 9.01 | -1.80 | -7.15 | 41.32 | 18.70 |
| Sharpe Ratio | NA | 1.27 | 0.52 | -0.07 | 0.46 | NA | NA | … | … | 1.18 | 0.56 | -0.01 | 0.58 | -0.96 | -0.62 | 0.88 | 2.50 | -0.14 | 2.49 | 0.50 | -0.11 | -0.41 | 2.85 | 1.89 |
| Standard Deviation(%) | NA | 19.49 | 20.14 | 22.82 | 22.14 | NA | NA | … | … | 22.43 | 23.38 | 17.60 | 17.71 | 32.25 | 24.85 | 36.30 | 15.92 | 19.18 | 10.40 | 17.70 | 16.44 | 17.61 | 14.47 | 18.50 |
| Draw Down(%) | NA | 13.36 | 25.26 | 42.01 | 42.01 | NA | NA | … | … | 13.36 | 23.93 | 10.59 | 17.25 | 35.02 | 30.13 | 36.76 | 9.50 | 24.85 | 3.90 | 18.94 | 15.99 | 17.69 | 6.42 | 11.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.33 | 8.96 | 9.50 | 7.13 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 17.53 | 11.98 | 9.14 | 18.40 | 10.66 | 2.43 | 0.00 | 6.35 | 10.68 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDKX (MFS NEW DISCOVERY FUND R6) |
-8.11%
Apr 2021 – Apr 2024 |
-0.81%
Mar 2021 – Mar 2026 |
6.69%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDKX (MFS NEW DISCOVERY FUND R6) |
28.49%
Oct 2018 – Oct 2021 |
26.68%
Feb 2016 – Feb 2021 |
12.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart