Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVRX (MFS NEW DISCOVERY VALUE FUND R1) | 9.08% | 18.44% | 10.42% | 0.70% | 7.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVRX (MFS NEW DISCOVERY VALUE FUND R1) | 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 | 18.44 | 10.42 | 0.70 | 7.49 | NA | NA | … | … | 9.08 | 1.39 | 8.30 | 10.04 | -17.44 | 21.19 | 2.54 | 32.27 | -12.00 | 13.80 | 25.21 | -3.85 | 2.11 | 38.34 | 19.21 | -3.30 |
| Sharpe Ratio | NA | 0.89 | 0.40 | -0.08 | 0.27 | NA | NA | … | … | 1.15 | -0.07 | 0.28 | 0.34 | -0.76 | 0.97 | 0.05 | 2.23 | -0.90 | 1.24 | 1.55 | -0.26 | 0.16 | 3.15 | 1.23 | -0.15 |
| Standard Deviation(%) | NA | 16.50 | 18.71 | 20.61 | 22.16 | NA | NA | … | … | 17.17 | 21.24 | 16.71 | 19.09 | 24.86 | 21.75 | 44.18 | 13.84 | 14.91 | 10.68 | 16.08 | 14.63 | 13.11 | 12.18 | 15.77 | 39.61 |
| Draw Down(%) | NA | 10.92 | 25.86 | 32.97 | 44.10 | NA | NA | … | … | 10.92 | 21.93 | 9.65 | 18.58 | 26.03 | 15.99 | 44.10 | 8.71 | 23.57 | 5.76 | 11.93 | 13.36 | 12.35 | 4.62 | 11.66 | 28.10 |
| Yield(%) | 0.00 | 10.69 | 7.87 | 3.79 | 5.60 | 7.01 | 5.26 | … | … | 0.00 | 10.07 | 6.25 | 6.07 | 0.59 | 0.57 | 2.02 | 5.32 | 6.43 | 5.72 | 4.84 | 2.60 | 6.24 | 10.76 | 6.24 | 0.15 |
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 |
|---|---|---|---|---|
| NDVRX (MFS NEW DISCOVERY VALUE FUND R1) |
-5.32%
Mar 2017 – Mar 2020 |
0.22%
Mar 2015 – Mar 2020 |
4.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVRX (MFS NEW DISCOVERY VALUE FUND R1) |
22.09%
Sep 2011 – Sep 2014 |
16.33%
Sep 2011 – Sep 2016 |
14.59%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart