Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNDGX (MFS NEW DISCOVERY FUND R1) | 6.70% | 15.90% | 9.49% | -1.10% | 10.22% | 8.45% | 8.68% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNDGX (MFS NEW DISCOVERY FUND R1) | 04/08/2005 | 06/10/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.13 | 15.90 | 9.49 | -1.10 | 10.22 | 8.45 | 8.68 | … | … | 6.70 | 14.33 | 5.27 | 13.15 | -30.45 | -28.77 | 22.94 | 39.72 | -2.41 | 24.97 | 7.80 | -2.87 | -8.16 | 39.64 | 19.99 | -11.75 | 34.85 | 60.84 | -40.18 | 1.21 | 11.92 | 14.09 |
| Sharpe Ratio | NA | 0.88 | 0.37 | -0.13 | 0.39 | NA | NA | … | … | 0.69 | 0.50 | -0.08 | 0.51 | -0.99 | -0.77 | 0.59 | 2.41 | -0.19 | 2.35 | 0.43 | -0.18 | -0.46 | 2.75 | 1.06 | -0.36 | 1.66 | 1.86 | -0.90 | -0.10 | 0.53 | 1.20 |
| Standard Deviation(%) | NA | 19.79 | 20.16 | 22.89 | 22.18 | NA | NA | … | … | 22.65 | 23.36 | 17.58 | 17.78 | 32.24 | 37.22 | 38.30 | 15.91 | 19.15 | 10.42 | 17.76 | 16.45 | 17.60 | 14.41 | 18.92 | 32.81 | 20.94 | 32.74 | 45.32 | 18.17 | 16.55 | 14.49 |
| Draw Down(%) | NA | 13.53 | 25.55 | 42.19 | 42.19 | NA | NA | … | … | 13.53 | 24.12 | 10.62 | 17.66 | 35.48 | 40.67 | 36.82 | 9.70 | 25.13 | 4.00 | 19.07 | 16.26 | 18.25 | 6.50 | 13.57 | 31.65 | 12.23 | 26.49 | 57.15 | 13.04 | 18.64 | 9.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.66 | 11.91 | 9.11 | 10.33 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 30.41 | 19.30 | 14.00 | 25.44 | 14.12 | 3.16 | 0.00 | 7.92 | 12.92 | 0.00 | 18.48 | 7.98 | 0.00 | 0.00 | 3.58 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDGX (MFS NEW DISCOVERY FUND R1) |
-18.54%
Feb 2006 – Feb 2009 |
-1.81%
Mar 2021 – Mar 2026 |
4.81%
Feb 2006 – Feb 2016 |
7.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNDGX (MFS NEW DISCOVERY FUND R1) |
37.23%
Feb 2009 – Feb 2012 |
30.01%
Feb 2009 – Feb 2014 |
18.19%
Feb 2009 – Feb 2019 |
14.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart