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Mfs International New Discovery Fund Class I: (MF: MWNIX)
(NASDAQ Mutual Funds) As of Jun 13, 2024 08:00 PM ET
$31.89 USD
-0.24 (-0.75%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.64 | 89 |
| 3 months | 2.81 | 75 |
| 6 months | 7.55 | 82 |
| 1 Year | 10.18 | 82 |
| 3 Year | -2.31 | 59 |
| 5 Year | 3.96 | 79 |
| 10 Year | 4.25 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 248.82 |
| Bear Market (10/07 - 2/09) | -55.69 |
| Bull Market (2/09 - 3/21) | 350.23 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 8.19 |
| 5 Year | 3.68 |
| 10 Year | 4.55 |
| Since Inception | 7.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 1.45 | NA | NA | NA |
| 2023 | 5.96 | 0.64 | -3.92 | 10.28 |
| 2022 | -10.59 | -12.85 | -8.78 | 14.52 |
| 2021 | 0.47 | 4.51 | 0.25 | -0.32 |
| 2020 | -25.07 | 19.46 | 9.06 | 12.63 |
| 2019 | 10.40 | 2.77 | -1.29 | 9.68 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.64 | 13.00 | -18.60 | 4.93 | 9.96 | 22.84 | -10.40 | 32.06 | 0.49 | 2.72 | -2.65 |
| % Total Return Rel to Index | -5.79 | -5.85 | -2.11 | -12.43 | 4.52 | 4.42 | 5.73 | 10.26 | 2.37 | 6.00 | 4.68 |
| % Total Return Rel to Peer | -4.30 | -1.81 | 1.11 | -1.49 | -4.76 | 0.51 | 5.62 | 3.14 | -2.26 | 7.27 | 2.00 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 | 1.00 | 2.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.57 | 0.21 | 0.47 | 0.11 | 0.43 | 0.28 | 0.36 | 0.44 | 0.31 | 0.38 |
| % Yield | 0.00 | 1.71 | 0.68 | 1.16 | 0.28 | 1.14 | 0.87 | 0.95 | 1.50 | 1.07 | 1.31 |
| Capital Gains ($) | 0.00 | 0.70 | 1.43 | 1.43 | 1.36 | 0.52 | 1.72 | 0.59 | 0.30 | 0.00 | 0.00 |
| Expense Ratio | 1.05 | 1.06 | 1.03 | 1.02 | 1.03 | 1.03 | 1.04 | 1.05 | 1.08 | 1.07 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%