Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVTX (MFS NEW DISCOVERY VALUE FUND R3) | 9.43% | 19.33% | 11.27% | 1.66% | 8.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVTX (MFS NEW DISCOVERY VALUE FUND R3) | 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 (%) | -0.33 | 19.33 | 11.27 | 1.66 | 8.41 | NA | NA | … | … | 9.43 | 2.16 | 9.12 | 10.90 | -16.50 | 22.78 | 3.34 | 33.34 | -11.37 | 14.61 | 26.15 | -3.07 | 2.88 | 39.40 | 20.21 | -2.95 |
| Sharpe Ratio | NA | 0.95 | 0.44 | -0.04 | 0.31 | NA | NA | … | … | 1.20 | -0.03 | 0.33 | 0.38 | -0.72 | 1.06 | 0.07 | 2.31 | -0.86 | 1.32 | 1.61 | -0.21 | 0.22 | 3.21 | 1.30 | -0.13 |
| Standard Deviation(%) | NA | 16.48 | 18.73 | 20.57 | 22.13 | NA | NA | … | … | 17.21 | 21.22 | 16.77 | 19.14 | 24.84 | 21.47 | 44.17 | 13.83 | 14.88 | 10.62 | 16.12 | 14.61 | 13.10 | 12.26 | 15.70 | 39.44 |
| Draw Down(%) | NA | 10.88 | 25.68 | 31.55 | 44.04 | NA | NA | … | … | 10.88 | 21.86 | 9.61 | 18.15 | 25.45 | 15.49 | 44.04 | 8.70 | 23.33 | 5.40 | 11.91 | 13.15 | 12.17 | 4.51 | 11.52 | 27.97 |
| Yield(%) | 0.00 | 10.44 | 8.05 | 4.09 | 6.04 | 7.66 | 5.74 | … | … | 0.00 | 9.87 | 6.63 | 6.33 | 1.13 | 0.92 | 1.93 | 5.89 | 6.46 | 5.64 | 5.16 | 2.94 | 6.26 | 10.93 | 6.87 | 0.39 |
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 |
|---|---|---|---|---|
| NDVTX (MFS NEW DISCOVERY VALUE FUND R3) |
-4.62%
Mar 2017 – Mar 2020 |
0.97%
Mar 2015 – Mar 2020 |
5.87%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVTX (MFS NEW DISCOVERY VALUE FUND R3) |
23.00%
Sep 2011 – Sep 2014 |
17.22%
Sep 2011 – Sep 2016 |
15.46%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart