Morningstar® Investment Profile™   Morningstar®
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MFS® VIT New Discovery Init
Release date as of 2024-02-29. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Below Avg Average 559
5-Year Average Average 527
10-Year Average Average 405
Overall Average Average 559
Morningstar Category: Small Growth | Number of Funds in Category: 559
Data through 2024-02-29
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 21.30
Mean -6.01
Sharpe Ratio -0.32
Trailing 3-Yr as of 2024-02-29
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Sml Brd Grt Ext TR USD
R-Squared 94
Beta 0.95
Alpha -3.34
Trailing 3-Yr as of 2024-02-29
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Issuer, Market/Market Volatility, Equity Securities, Restricted/Illiquid Securities, Shareholder Activity, Management, Portfolio Diversification, Small Cap
Show Risk Definitions
  Investment Risks
Small Cap Funds: Smaller companies typically have higher risk of failure, and are not as well established as larger blue-chip companies. Historically, the smaller company stocks have experienced a greater degree of market volatility than the overall market average.
Show Data Definitions

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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.