Mfs New Discovery Fund Cl R2: (MF: MNDRX)
(NASDAQ Mutual Funds) As of May 30, 2024 08:00 PM ET
$20.89 USD
+0.05 (0.24%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -0.29 | 50 |
3 months | 1.09 | 72 |
6 months | 17.37 | 74 |
1 Year | 6.52 | 90 |
3 Year | -8.84 | 89 |
5 Year | 5.19 | 77 |
10 Year | 7.89 | 40 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -53.39 |
Bull Market (2/09 - 3/21) | 713.60 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 13.46 |
5 Year | 7.61 |
10 Year | 7.98 |
Since Inception | 8.53 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 6.64 | NA | NA | NA |
2023 | 6.82 | 3.32 | -6.53 | 10.17 |
2022 | -16.03 | -18.73 | -3.47 | 6.30 |
2021 | 0.85 | 7.49 | -1.38 | -5.53 |
2020 | -22.30 | 34.51 | 11.06 | 24.29 |
2019 | 20.34 | 8.85 | -3.23 | 10.83 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -0.29 | 13.65 | -29.98 | 1.00 | 44.27 | 40.48 | -1.93 | 25.74 | 8.29 | -2.36 | -7.73 |
% Total Return Rel to Index | -6.34 | -12.58 | -11.77 | -27.68 | 25.87 | 8.99 | 2.45 | 3.94 | -3.64 | -3.75 | -21.38 |
% Total Return Rel to Peer | -0.36 | -2.42 | -10.46 | -18.31 | 25.27 | 15.05 | 8.84 | 10.14 | -7.65 | 2.36 | -10.41 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 5.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 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 | 1.53 | 1.48 | 1.47 | 1.53 | 1.54 | 1.57 | 1.59 | 1.59 | 1.56 | 1.52 |
* 1 = Top 20%, 5 = Bottom 20%