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Mfs New Discovery Fund Class R6: (MF: MNDKX)
(NASDAQ Mutual Funds) As of May 15, 2024 08:00 PM ET
$30.57 USD
+0.39 (1.29%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.10 | 47 |
| 3 months | 1.24 | 69 |
| 6 months | 17.74 | 71 |
| 1 Year | 7.23 | 88 |
| 3 Year | -8.27 | 88 |
| 5 Year | 5.85 | 68 |
| 10 Year | 8.56 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 14.19 |
| 5 Year | 8.28 |
| 10 Year | 8.65 |
| Since Inception | 11.00 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.80 | NA | NA | NA |
| 2023 | 7.04 | 3.47 | -6.39 | 10.38 |
| 2022 | -15.89 | -18.60 | -3.34 | 6.45 |
| 2021 | 1.00 | 7.66 | -1.26 | -5.38 |
| 2020 | -22.17 | 34.72 | 11.19 | 24.52 |
| 2019 | 20.48 | 9.05 | -3.09 | 10.97 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.10 | 14.44 | -29.56 | 1.58 | 45.17 | 41.29 | -1.30 | 26.49 | 8.99 | -1.79 | -7.14 |
| % Total Return Rel to Index | -6.15 | -11.80 | -11.35 | -27.09 | 26.76 | 9.80 | 3.09 | 4.70 | -2.94 | -3.18 | -20.79 |
| % Total Return Rel to Peer | -0.17 | -1.63 | -10.04 | -17.72 | 26.17 | 15.85 | 9.47 | 10.90 | -6.95 | 2.92 | -9.81 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.02 | 7.40 | 3.89 | 2.25 | 5.61 | 2.81 | 0.58 | 0.00 | 1.82 |
| Expense Ratio | 0.00 | 0.89 | 0.88 | 0.88 | 0.92 | 0.95 | 0.96 | 0.97 | 0.97 | 0.93 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%