Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDVVX (MFS NEW DISCOVERY VALUE FUND R6) | 9.30% | 16.16% | 10.30% | 5.09% | 10.75% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDVVX (MFS NEW DISCOVERY VALUE FUND R6) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 16.16 | 10.30 | 5.09 | 10.75 | NA | NA | … | … | 9.30 | -5.91 | 9.47 | 11.28 | -10.71 | 33.81 | 6.37 | 33.76 | -10.98 | 15.00 | 26.63 | -2.85 | 3.31 | 39.73 | 6.02 |
| Sharpe Ratio | NA | 0.94 | 0.42 | 0.11 | 0.41 | NA | NA | … | … | 1.03 | -0.39 | 0.35 | 0.40 | -0.49 | 1.77 | 0.14 | 2.33 | -0.83 | 1.36 | 1.64 | -0.20 | 0.25 | 3.24 | 0.96 |
| Standard Deviation(%) | NA | 16.59 | 18.63 | 20.09 | 21.90 | NA | NA | … | … | 17.18 | 22.92 | 16.77 | 19.14 | 24.65 | 19.14 | 44.14 | 13.84 | 14.89 | 10.60 | 16.10 | 14.60 | 13.11 | 12.23 | 13.18 |
| Draw Down(%) | NA | 10.83 | 25.57 | 25.57 | 44.01 | NA | NA | … | … | 10.83 | 21.79 | 9.59 | 17.91 | 22.76 | 9.00 | 44.01 | 8.65 | 23.25 | 5.32 | 11.81 | 13.05 | 12.07 | 4.51 | 8.25 |
| Yield(%) | 0.00 | 10.38 | 8.03 | 7.01 | 8.90 | 9.43 | 7.07 | … | … | 0.00 | 10.09 | 6.86 | 6.61 | 6.84 | 11.70 | 3.94 | 6.19 | 6.75 | 5.90 | 5.49 | 3.15 | 6.60 | 11.24 | 4.50 |
Data as of 06/10/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVVX (MFS NEW DISCOVERY VALUE FUND R6) |
-4.28%
Mar 2017 – Mar 2020 |
1.32%
Mar 2015 – Mar 2020 |
8.07%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDVVX (MFS NEW DISCOVERY VALUE FUND R6) |
24.91%
Mar 2020 – Mar 2023 |
17.38%
Mar 2020 – Mar 2025 |
12.77%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart