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Mfs International New Discovery Fund Class R3: (MF: MIDHX)
(NASDAQ Mutual Funds) As of May 15, 2024 08:00 PM ET
$31.01 USD
+0.20 (0.65%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.83 | 87 |
| 3 months | 2.05 | 77 |
| 6 months | 13.47 | 82 |
| 1 Year | 3.60 | 82 |
| 3 Year | -2.59 | 59 |
| 5 Year | 2.43 | 77 |
| 10 Year | 3.99 | 44 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -56.06 |
| Bull Market (2/09 - 3/21) | 332.72 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 7.94 |
| 5 Year | 3.42 |
| 10 Year | 4.29 |
| Since Inception | 6.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.36 | NA | NA | NA |
| 2023 | 5.89 | 0.61 | -3.98 | 10.23 |
| 2022 | -10.63 | -12.92 | -8.80 | 14.41 |
| 2021 | 0.38 | 4.46 | 0.18 | -0.40 |
| 2020 | -25.10 | 19.38 | 8.99 | 12.57 |
| 2019 | 10.32 | 2.70 | -1.34 | 9.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.83 | 12.77 | -18.80 | 4.64 | 9.70 | 22.53 | -10.64 | 31.73 | 0.25 | 2.48 | -2.92 |
| % Total Return Rel to Index | -4.15 | -6.08 | -2.32 | -12.72 | 4.26 | 4.10 | 5.49 | 9.92 | 2.13 | 5.76 | 4.41 |
| % Total Return Rel to Peer | -2.98 | -2.05 | 0.91 | -1.79 | -5.02 | 0.20 | 5.38 | 2.80 | -2.49 | 7.03 | 1.73 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 | 1.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.49 | 0.14 | 0.39 | 0.04 | 0.35 | 0.19 | 0.28 | 0.37 | 0.24 | 0.31 |
| % Yield | 0.00 | 1.55 | 0.47 | 1.01 | 0.10 | 0.98 | 0.60 | 0.78 | 1.32 | 0.87 | 1.12 |
| Capital Gains ($) | 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%