Back to top
Mfs Intl New Discovery Fd Cl C: (MF: MIDCX)
(NASDAQ Mutual Funds) As of Jun 12, 2024 08:00 PM ET
$28.86 USD
+0.20 (0.70%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.05 | 88 |
| 3 months | 1.83 | 80 |
| 6 months | 13.03 | 85 |
| 1 Year | 2.83 | 86 |
| 3 Year | -3.32 | 63 |
| 5 Year | 1.67 | 83 |
| 10 Year | 3.21 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 234.42 |
| Bear Market (10/07 - 2/09) | -54.91 |
| Bull Market (2/09 - 3/21) | 286.50 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 6.05 |
| 5 Year | 2.65 |
| 10 Year | 3.51 |
| Since Inception | 6.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.19 | NA | NA | NA |
| 2023 | 5.69 | 0.43 | -4.18 | 10.01 |
| 2022 | -10.81 | -13.06 | -8.97 | 14.19 |
| 2021 | 0.23 | 4.26 | 0.00 | -0.59 |
| 2020 | -25.24 | 19.17 | 8.79 | 12.35 |
| 2019 | 10.10 | 2.52 | -1.53 | 9.37 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.05 | 11.88 | -19.40 | 3.88 | 8.89 | 21.57 | -11.29 | 30.77 | -0.50 | 1.70 | -3.63 |
| % Total Return Rel to Index | -4.37 | -6.97 | -2.91 | -13.48 | 3.45 | 3.14 | 4.84 | 8.97 | 1.37 | 4.98 | 3.70 |
| % Total Return Rel to Peer | -3.20 | -2.93 | 0.31 | -2.54 | -5.83 | -0.76 | 4.73 | 1.85 | -3.25 | 6.26 | 1.02 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 4.00 | 4.00 | 4.00 | 1.00 | 3.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.22 | 0.00 | 0.01 | 0.00 | 0.08 | 0.00 | 0.02 | 0.15 | 0.04 | 0.10 |
| % Yield | 0.00 | 0.73 | 0.00 | 0.03 | 0.00 | 0.22 | 0.00 | 0.08 | 0.57 | 0.15 | 0.37 |
| Capital Gains ($) | 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 | 2.06 | 2.03 | 2.02 | 2.03 | 2.03 | 2.03 | 2.05 | 2.08 | 2.07 | 2.10 |
* 1 = Top 20%, 5 = Bottom 20%