Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVSX (MFS NEW DISCOVERY VALUE FUND R2) | 11.23% | 18.26% | 10.38% | 1.63% | 8.55% | 9.53% | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVSX (MFS NEW DISCOVERY VALUE FUND R2) | 06/08/2011 | 06/11/2026 |
| 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 (%) | 1.73 | 18.26 | 10.38 | 1.63 | 8.55 | 9.53 | NA | … | … | 11.23 | 1.90 | 8.79 | 10.65 | -16.79 | 22.41 | 3.06 | 33.06 | -11.61 | 14.38 | 25.84 | -3.34 | 2.63 | 39.00 | 19.93 | -3.09 |
| Sharpe Ratio | NA | 0.90 | 0.39 | -0.07 | 0.29 | NA | NA | … | … | 0.98 | -0.05 | 0.31 | 0.37 | -0.74 | 1.04 | 0.06 | 2.29 | -0.88 | 1.30 | 1.59 | -0.23 | 0.20 | 3.20 | 1.28 | -0.14 |
| Standard Deviation(%) | NA | 16.57 | 18.61 | 20.58 | 22.15 | NA | NA | … | … | 17.17 | 21.26 | 16.74 | 19.12 | 24.85 | 21.49 | 44.25 | 13.82 | 14.87 | 10.63 | 16.11 | 14.60 | 13.10 | 12.16 | 15.72 | 39.42 |
| Draw Down(%) | NA | 10.88 | 25.76 | 31.80 | 44.08 | NA | NA | … | … | 10.88 | 21.89 | 9.68 | 18.31 | 25.63 | 15.59 | 44.08 | 8.70 | 23.36 | 5.55 | 11.94 | 13.14 | 12.27 | 4.51 | 11.53 | 27.97 |
| Yield(%) | 0.00 | 10.12 | 7.61 | 3.90 | 5.95 | 7.42 | 5.52 | … | … | 0.00 | 9.77 | 6.37 | 6.15 | 0.94 | 0.66 | 1.94 | 5.66 | 6.33 | 5.58 | 5.05 | 2.61 | 6.18 | 10.75 | 6.61 | 0.25 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| NDVSX (MFS NEW DISCOVERY VALUE FUND R2) |
-4.84%
Mar 2017 – Mar 2020 |
0.74%
Mar 2015 – Mar 2020 |
5.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVSX (MFS NEW DISCOVERY VALUE FUND R2) |
22.75%
Sep 2011 – Sep 2014 |
16.95%
Sep 2011 – Sep 2016 |
15.18%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart