Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVUX (MFS NEW DISCOVERY VALUE FUND R4) | 8.13% | 18.17% | 11.04% | 1.66% | 8.60% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVUX (MFS NEW DISCOVERY VALUE FUND R4) | 06/08/2011 | 06/05/2026 |
| 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 (%) | -0.82 | 18.17 | 11.04 | 1.66 | 8.60 | NA | NA | … | … | 8.13 | 2.40 | 9.39 | 11.19 | -16.22 | 23.14 | 3.56 | 34.20 | -11.05 | 14.84 | 26.52 | -2.89 | 3.20 | 39.72 | 20.50 | -2.79 |
| Sharpe Ratio | NA | 0.94 | 0.42 | -0.04 | 0.32 | NA | NA | … | … | 1.03 | -0.02 | 0.34 | 0.40 | -0.71 | 1.08 | 0.07 | 2.37 | -0.84 | 1.34 | 1.63 | -0.20 | 0.24 | 3.27 | 1.32 | -0.12 |
| Standard Deviation(%) | NA | 16.55 | 18.59 | 20.55 | 22.13 | NA | NA | … | … | 17.04 | 21.28 | 16.78 | 19.08 | 24.85 | 21.37 | 44.20 | 13.78 | 14.88 | 10.66 | 16.11 | 14.64 | 13.11 | 12.13 | 15.65 | 39.57 |
| Draw Down(%) | NA | 10.85 | 25.63 | 31.33 | 44.04 | NA | NA | … | … | 10.85 | 21.78 | 9.63 | 17.95 | 25.32 | 15.36 | 44.04 | 8.65 | 23.27 | 5.32 | 11.89 | 13.04 | 12.07 | 4.51 | 11.43 | 27.88 |
| Yield(%) | 0.00 | 10.60 | 8.21 | 4.25 | 6.33 | 8.03 | 6.02 | … | … | 0.00 | 10.01 | 6.77 | 6.52 | 1.33 | 1.22 | 1.96 | 6.56 | 6.67 | 5.82 | 5.40 | 3.11 | 6.48 | 11.15 | 7.14 | 0.53 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| NDVUX (MFS NEW DISCOVERY VALUE FUND R4) |
-4.23%
Mar 2017 – Mar 2020 |
1.33%
Mar 2015 – Mar 2020 |
6.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVUX (MFS NEW DISCOVERY VALUE FUND R4) |
23.31%
Sep 2011 – Sep 2014 |
17.50%
Sep 2011 – Sep 2016 |
15.80%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart