Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVAX (MFS NEW DISCOVERY VALUE FUND A) | 12.22% | 19.63% | 10.93% | 5.26% | 10.74% | 11.09% | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVAX (MFS NEW DISCOVERY VALUE FUND A) | 06/08/2011 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.90 | 19.63 | 10.93 | 5.26 | 10.74 | 11.09 | NA | … | … | 12.22 | -6.00 | 9.07 | 10.93 | -11.02 | 33.29 | 5.44 | 33.26 | -11.34 | 14.65 | 26.13 | -3.13 | 2.91 | 39.30 | 20.15 | -2.87 |
| Sharpe Ratio | NA | 1.02 | 0.41 | 0.13 | 0.41 | NA | NA | … | … | 1.56 | -0.39 | 0.32 | 0.38 | -0.51 | 1.74 | 0.12 | 2.30 | -0.86 | 1.33 | 1.61 | -0.22 | 0.22 | 3.23 | 1.29 | -0.13 |
| Standard Deviation(%) | NA | 16.66 | 18.55 | 20.08 | 21.91 | NA | NA | … | … | 17.16 | 22.81 | 16.77 | 19.11 | 24.63 | 19.17 | 44.22 | 13.82 | 14.87 | 10.57 | 16.06 | 14.58 | 13.14 | 12.16 | 15.65 | 39.52 |
| Draw Down(%) | NA | 10.90 | 25.67 | 25.67 | 44.06 | NA | NA | … | … | 10.90 | 21.85 | 9.61 | 18.13 | 22.99 | 9.07 | 44.06 | 8.72 | 23.33 | 5.48 | 11.85 | 13.17 | 12.19 | 4.52 | 11.45 | 27.97 |
| Yield(%) | 0.00 | 10.23 | 7.77 | 6.77 | 8.64 | 9.94 | 7.40 | … | … | 0.00 | 9.88 | 6.58 | 6.34 | 6.60 | 11.38 | 3.86 | 5.83 | 6.47 | 5.58 | 5.26 | 2.97 | 6.22 | 11.02 | 6.92 | 0.46 |
Data as of 06/12/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVAX (MFS NEW DISCOVERY VALUE FUND A) |
-4.60%
Mar 2017 – Mar 2020 |
0.99%
Mar 2015 – Mar 2020 |
7.63%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVAX (MFS NEW DISCOVERY VALUE FUND A) |
24.24%
Mar 2020 – Mar 2023 |
17.21%
Sep 2011 – Sep 2016 |
15.69%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart