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MNDJX: MFS NEW DISCOVERY FUND R4 (MUTUAL FUND)
Basic Info 33.88 1.19(3.39%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/06/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.29% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 7.9 | 21.2 | 11.9 | 0.4 | 11.3 | 9.3 | 9.5 | 9.8 | 15.5 | 6.3 | 14.2 | -29.7 | -16.9 | 31.1 | 41.1 | -1.4 | 26.4 | 8.9 | -1.9 | -7.3 | 41.1 | 21.2 | -10.8 | 36.1 | 62.5 | -39.6 | 2.2 | 13.1 | 13.8 |
| Sharpe Ratio | NA | 0.74 | 0.94 | 0.43 | -0.09 | 0.43 | NA | NA | 0.36 | 0.55 | -0.01 | 0.57 | -0.97 | -0.65 | 0.84 | 2.49 | -0.14 | 2.5 | 0.49 | -0.12 | -0.41 | 2.83 | 1.13 | -0.33 | 1.73 | 1.91 | -0.89 | -0.05 | 0.6 | 1.17 |
| Draw Down(%) | NA | 13.4 | 13.4 | 25.3 | 42.0 | 42.0 | NA | NA | 60.5 | 24.0 | 10.6 | 17.3 | 35.1 | 31.4 | 36.8 | 9.5 | 24.9 | 3.9 | 19.0 | 16.0 | 17.8 | 6.4 | 13.3 | 31.5 | 12.2 | 26.4 | 56.9 | 12.8 | 18.4 | 9.7 |
| Standard Deviation(%) | NA | 22.6 | 19.8 | 20.2 | 22.9 | 22.2 | NA | NA | 23.5 | 23.3 | 17.6 | 17.7 | 32.2 | 26.0 | 36.5 | 15.9 | 19.2 | 10.3 | 17.8 | 16.5 | 17.6 | 14.5 | 18.9 | 32.8 | 20.9 | 32.7 | 45.4 | 18.1 | 16.5 | 14.5 |
| Treynor Ratio | NA | 0.18 | 0.2 | 0.09 | -0.02 | 0.1 | NA | NA | 0.09 | 0.14 | 0.0 | 0.11 | -0.32 | -0.22 | 0.34 | 0.4 | -0.03 | 0.27 | 0.09 | -0.02 | -0.07 | 0.44 | 0.2 | -0.11 | 0.42 | 0.67 | -0.39 | -0.01 | 0.11 | 0.19 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | 0.02 | -0.03 | -0.02 | -0.01 | -0.08 | 0.0 | 0.03 | 0.02 | 0.02 | 0.0 | 0.0 | -0.04 | 0.02 | 0.01 | -0.04 | 0.03 | 0.07 | 0.01 | -0.03 | 0.01 | 0.01 |
| Beta | NA | 0.96 | 0.95 | 0.92 | 0.94 | 0.94 | NA | NA | 0.96 | 0.94 | 0.91 | 0.88 | 0.97 | 0.77 | 0.91 | 0.98 | 0.97 | 0.96 | 0.97 | 1.0 | 1.06 | 0.94 | 1.06 | 0.99 | 0.86 | 0.93 | 1.03 | 0.95 | 0.93 | 0.91 |
| RSquared | NA | 0.92 | 0.91 | 0.94 | 0.95 | 0.95 | NA | NA | 0.94 | 0.95 | 0.93 | 0.94 | 0.97 | 0.41 | 0.9 | 0.95 | 0.95 | 0.92 | 0.92 | 0.95 | 0.9 | 0.88 | 0.93 | 0.96 | 0.96 | 0.87 | 0.97 | 0.91 | 0.91 | 0.9 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 19.1 | 12.9 | 9.8 | 19.5 | 11.2 | 2.6 | 0.0 | 6.6 | 11.1 | 0.0 | 16.7 | 7.3 | 0.0 | 0.0 | 3.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -99.7 | 89.9 | 73.7 | -60.1 | 99.9 | 381.0 | N/A | -100.0 | -25.8 | N/A | -100.0 | 190.5 | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
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