Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNDRX (MFS NEW DISCOVERY FUND R2) | 11.41% | 25.06% | 12.67% | 0.61% | 11.01% | 9.10% | 9.15% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDRX (MFS NEW DISCOVERY FUND R2) | 11/03/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 25.06 | 12.67 | 0.61 | 11.01 | 9.10 | 9.15 | … | … | 11.41 | 14.96 | 5.81 | 13.66 | -30.06 | -21.16 | 28.03 | 40.44 | -1.93 | 25.65 | 8.32 | -2.36 | -7.72 | 40.37 | 20.60 | -11.26 | 35.48 | 61.77 | -39.89 | 1.63 | 12.46 | 4.29 | 6.46 | -1.48 |
| Sharpe Ratio | NA | 1.23 | 0.49 | -0.09 | 0.43 | NA | NA | … | … | 1.14 | 0.53 | -0.04 | 0.53 | -0.98 | -0.72 | 0.75 | 2.45 | -0.17 | 2.42 | 0.46 | -0.15 | -0.44 | 2.79 | 1.10 | -0.34 | 1.70 | 1.86 | -0.90 | -0.08 | 0.56 | 0.15 | 0.30 | -0.48 |
| Standard Deviation(%) | NA | 19.50 | 20.16 | 22.84 | 22.15 | NA | NA | … | … | 22.40 | 23.42 | 17.61 | 17.77 | 32.23 | 29.41 | 37.02 | 15.91 | 19.18 | 10.40 | 17.72 | 16.45 | 17.62 | 14.46 | 18.92 | 32.84 | 20.87 | 33.24 | 45.36 | 18.15 | 16.54 | 14.44 | 18.63 | 20.16 |
| Draw Down(%) | NA | 13.49 | 25.48 | 42.14 | 42.14 | NA | NA | … | … | 13.49 | 24.06 | 10.63 | 17.41 | 35.26 | 34.61 | 36.79 | 9.58 | 24.97 | 3.94 | 19.03 | 16.14 | 18.00 | 6.44 | 13.45 | 31.52 | 12.18 | 26.42 | 57.03 | 12.95 | 18.49 | 14.28 | 24.94 | 7.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.38 | 10.29 | 8.33 | 9.46 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 23.01 | 15.20 | 11.33 | 21.74 | 12.33 | 2.78 | 0.00 | 7.12 | 11.79 | 0.00 | 17.33 | 7.54 | 0.00 | 0.00 | 3.44 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDRX (MFS NEW DISCOVERY FUND R2) |
-18.15%
Feb 2006 – Feb 2009 |
-9.12%
Feb 2004 – Feb 2009 |
5.33%
Feb 2006 – Feb 2016 |
7.65%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDRX (MFS NEW DISCOVERY FUND R2) |
37.96%
Feb 2009 – Feb 2012 |
30.69%
Feb 2009 – Feb 2014 |
18.79%
Feb 2009 – Feb 2019 |
14.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart