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Mfs International New Discovery Fund Class A: (MF: MIDAX)
(NASDAQ Mutual Funds) As of Apr 29, 2024 08:00 PM ET
$30.50 USD
+0.27 (0.89%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.37 | 88 |
| 3 months | 1.37 | 88 |
| 6 months | 11.74 | 76 |
| 1 Year | 7.96 | 76 |
| 3 Year | -1.09 | 62 |
| 5 Year | 3.43 | 76 |
| 10 Year | 4.29 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 245.78 |
| Bear Market (10/07 - 2/09) | -56.06 |
| Bull Market (2/09 - 3/21) | 332.88 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 2.09 |
| 5 Year | 2.27 |
| 10 Year | 3.71 |
| Since Inception | 9.41 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.37 | NA | NA | NA |
| 2023 | 5.89 | 0.63 | -4.00 | 10.23 |
| 2022 | -10.62 | -12.92 | -8.80 | 14.39 |
| 2021 | 0.40 | 4.47 | 0.18 | -0.40 |
| 2020 | -25.10 | 19.38 | 9.00 | 12.55 |
| 2019 | 10.33 | 2.70 | -1.33 | 9.56 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.37 | 12.77 | -18.81 | 4.67 | 9.70 | 22.50 | -10.64 | 31.77 | 0.21 | 2.48 | -2.89 |
| % Total Return Rel to Index | -4.56 | -6.08 | -2.33 | -12.69 | 4.26 | 4.07 | 5.49 | 9.97 | 2.09 | 5.76 | 4.44 |
| % Total Return Rel to Peer | -3.10 | -2.04 | 0.90 | -1.76 | -5.02 | 0.17 | 5.38 | 2.85 | -2.53 | 7.04 | 1.76 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 | 1.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.50 | 0.14 | 0.37 | 0.03 | 0.35 | 0.19 | 0.27 | 0.36 | 0.24 | 0.30 |
| % Yield | 0.00 | 1.52 | 0.45 | 0.92 | 0.08 | 0.93 | 0.60 | 0.73 | 1.24 | 0.83 | 1.06 |
| Capital Gains ($) | 0.00 | 0.70 | 1.43 | 1.43 | 1.36 | 0.52 | 1.72 | 0.59 | 0.30 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.31 | 1.28 | 1.27 | 1.28 | 1.28 | 1.29 | 1.30 | 1.33 | 1.32 | 1.34 |
* 1 = Top 20%, 5 = Bottom 20%