Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVIX (MFS NEW DISCOVERY VALUE FUND I) | 9.58% | 19.61% | 11.52% | 1.92% | 8.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVIX (MFS NEW DISCOVERY VALUE FUND I) | 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 (%) | -0.32 | 19.61 | 11.52 | 1.92 | 8.70 | NA | NA | … | … | 9.58 | 2.38 | 9.35 | 11.20 | -16.23 | 23.12 | 3.71 | 33.62 | -11.08 | 14.83 | 26.46 | -2.91 | 3.23 | 39.65 | 20.49 | -2.79 |
| Sharpe Ratio | NA | 0.97 | 0.45 | -0.02 | 0.32 | NA | NA | … | … | 1.22 | -0.02 | 0.34 | 0.40 | -0.72 | 1.08 | 0.08 | 2.33 | -0.84 | 1.34 | 1.63 | -0.20 | 0.24 | 3.25 | 1.31 | -0.12 |
| Standard Deviation(%) | NA | 16.52 | 18.74 | 20.55 | 22.10 | NA | NA | … | … | 17.22 | 21.26 | 16.76 | 19.11 | 24.79 | 21.39 | 44.09 | 13.81 | 14.91 | 10.61 | 16.12 | 14.64 | 13.11 | 12.20 | 15.72 | 39.34 |
| Draw Down(%) | NA | 10.87 | 25.59 | 31.32 | 44.03 | NA | NA | … | … | 10.87 | 21.78 | 9.60 | 17.98 | 25.26 | 15.42 | 44.03 | 8.66 | 23.30 | 5.32 | 11.90 | 13.06 | 12.07 | 4.43 | 11.43 | 27.88 |
| Yield(%) | 0.00 | 10.59 | 8.22 | 4.26 | 6.29 | 7.98 | 5.99 | … | … | 0.00 | 10.02 | 6.78 | 6.53 | 1.34 | 1.22 | 2.00 | 6.09 | 6.67 | 5.80 | 5.41 | 3.10 | 6.51 | 11.18 | 7.13 | 0.53 |
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 |
|---|---|---|---|---|
| NDVIX (MFS NEW DISCOVERY VALUE FUND I) |
-4.38%
Mar 2017 – Mar 2020 |
1.22%
Mar 2015 – Mar 2020 |
6.16%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVIX (MFS NEW DISCOVERY VALUE FUND I) |
23.33%
Sep 2011 – Sep 2014 |
17.50%
Sep 2011 – Sep 2016 |
15.77%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart