Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVCX (MFS NEW DISCOVERY VALUE FUND C) | 9.12% | 18.46% | 10.42% | 0.68% | 7.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVCX (MFS NEW DISCOVERY VALUE FUND C) | 06/08/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 18.46 | 10.42 | 0.68 | 7.29 | NA | NA | … | … | 9.12 | 1.35 | 8.27 | 10.07 | -17.51 | 21.17 | 0.00 | 33.34 | -11.99 | 13.80 | 25.14 | -3.80 | 2.12 | 38.32 | 19.28 | -3.35 |
| Sharpe Ratio | NA | 0.89 | 0.40 | -0.09 | 0.26 | NA | NA | … | … | 1.15 | -0.07 | 0.28 | 0.34 | -0.76 | 0.97 | -0.01 | 2.30 | -0.90 | 1.24 | 1.55 | -0.26 | 0.16 | 3.12 | 1.24 | -0.15 |
| Standard Deviation(%) | NA | 16.54 | 18.75 | 20.64 | 22.17 | NA | NA | … | … | 17.23 | 21.26 | 16.80 | 19.11 | 24.88 | 21.73 | 44.18 | 13.84 | 14.92 | 10.68 | 16.13 | 14.58 | 13.13 | 12.25 | 15.65 | 39.60 |
| Draw Down(%) | NA | 10.95 | 25.83 | 33.03 | 44.09 | NA | NA | … | … | 10.95 | 21.92 | 9.65 | 18.58 | 26.07 | 16.03 | 44.09 | 8.76 | 23.52 | 5.79 | 11.98 | 13.25 | 12.38 | 4.55 | 11.57 | 28.10 |
| Yield(%) | 0.00 | 10.56 | 7.80 | 3.74 | 5.41 | 6.85 | 5.14 | … | … | 0.00 | 9.94 | 6.20 | 6.01 | 0.52 | 0.56 | 0.00 | 6.26 | 6.46 | 5.75 | 4.86 | 2.81 | 6.25 | 10.79 | 6.39 | 0.20 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| NDVCX (MFS NEW DISCOVERY VALUE FUND C) |
-5.07%
Mar 2017 – Mar 2020 |
0.40%
Mar 2015 – Mar 2020 |
4.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVCX (MFS NEW DISCOVERY VALUE FUND C) |
22.08%
Sep 2011 – Sep 2014 |
16.34%
Sep 2011 – Sep 2016 |
14.40%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart