Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVBX (MFS NEW DISCOVERY VALUE FUND B) | 7.84% | 16.37% | 9.98% | 0.47% | 7.21% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVBX (MFS NEW DISCOVERY VALUE FUND B) | 06/08/2011 | 06/03/2026 |
| 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 (%) | -1.43 | 16.37 | 9.98 | 0.47 | 7.21 | NA | NA | … | … | 7.84 | 1.39 | 8.25 | 10.10 | -17.49 | 21.26 | 0.00 | 32.28 | -12.01 | 13.81 | 25.19 | -3.85 | 2.11 | 38.34 | 19.19 | -3.30 |
| Sharpe Ratio | NA | 0.89 | 0.39 | -0.08 | 0.26 | NA | NA | … | … | 1.15 | -0.07 | 0.28 | 0.34 | -0.76 | 0.98 | -0.01 | 2.23 | -0.90 | 1.23 | 1.55 | -0.27 | 0.16 | 3.16 | 1.22 | -0.15 |
| Standard Deviation(%) | NA | 16.51 | 18.74 | 20.62 | 22.17 | NA | NA | … | … | 17.21 | 21.25 | 16.78 | 19.10 | 24.88 | 21.67 | 44.22 | 13.82 | 14.89 | 10.71 | 16.10 | 14.59 | 13.07 | 12.12 | 15.77 | 39.60 |
| Draw Down(%) | NA | 10.95 | 25.87 | 33.02 | 44.16 | NA | NA | … | … | 10.95 | 21.95 | 9.68 | 18.62 | 26.04 | 15.99 | 44.16 | 8.78 | 23.53 | 5.76 | 11.93 | 13.36 | 12.35 | 4.62 | 11.66 | 28.10 |
| Yield(%) | 0.00 | 10.26 | 7.66 | 3.67 | 5.32 | 6.71 | 5.03 | … | … | 0.00 | 9.72 | 6.07 | 5.95 | 0.43 | 0.56 | 0.00 | 5.30 | 6.43 | 5.73 | 4.91 | 2.60 | 6.24 | 10.76 | 6.21 | 0.15 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| NDVBX (MFS NEW DISCOVERY VALUE FUND B) |
-5.33%
Mar 2017 – Mar 2020 |
0.23%
Mar 2015 – Mar 2020 |
4.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVBX (MFS NEW DISCOVERY VALUE FUND B) |
22.08%
Sep 2011 – Sep 2014 |
16.33%
Sep 2011 – Sep 2016 |
14.31%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart