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Mfs New Discovery Value Fund Class R6: (MF: NDVVX)

(NASDAQ Mutual Funds) As of Oct 30, 2024 08:00 PM ET

$19.48 USD

+0.07 (0.36%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2024

Total Return %* Percentile Rank Objective
YTD 10.03 86
3 months 9.90 6
6 months 5.80 60
1 Year 23.36 82
3 Year 5.75 69
5 Year 10.68 70
10 Year 10.61 51

* 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 Sep 30, 2024

1 Year 23.36
5 Year 10.68
10 Year 10.61
Since Inception 12.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 4.00 -3.73 9.90 NA
2023 0.70 2.27 -3.64 12.11
2022 -2.37 -12.61 -7.61 13.22
2021 17.11 7.28 -1.51 8.26
2020 -34.33 21.35 -0.63 31.03
2019 15.02 3.71 2.52 9.40

Annual Return

20242023202220212020201920182017201620152014
% Total Return 10.0311.26-10.7733.963.7533.80-11.0414.9826.54-2.803.22
% Total Return Rel to Index -12.07-14.977.435.27-14.652.31-6.65-6.8114.61-4.19-10.41
% Total Return Rel to Peer -6.93-11.738.9211.90-16.165.38-4.18-5.6918.72-1.20-4.97
% Perf Quintile vs Peer* 0.005.002.001.005.002.004.004.001.004.005.00
% Dividends 0.070.230.290.220.010.140.090.050.090.070.05
% Yield 0.341.391.560.950.050.820.610.290.570.590.38
Capital Gains ($) 0.040.881.121.720.320.670.970.810.550.330.80
Expense Ratio 0.840.840.830.860.860.920.961.021.061.101.15

* 1 = Top 20%, 5 = Bottom 20%