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Mfs New Discovery Fund Class R1: (MF: MNDGX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$14.55 USD
-0.06 (-0.41%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.09 | 56 |
| 3 months | -4.13 | 69 |
| 6 months | 2.09 | 56 |
| 1 Year | 4.90 | 87 |
| 3 Year | -9.24 | 92 |
| 5 Year | 4.43 | 92 |
| 10 Year | 6.87 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.70 |
| Bull Market (2/09 - 3/21) | 623.43 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 4.90 |
| 5 Year | 4.42 |
| 10 Year | 6.86 |
| Since Inception | 8.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.49 | -4.13 | NA | NA |
| 2023 | 6.69 | 3.21 | -6.67 | 10.09 |
| 2022 | -16.13 | -18.83 | -3.58 | 6.14 |
| 2021 | 0.72 | 7.39 | -1.53 | -5.64 |
| 2020 | -22.38 | 34.35 | 10.87 | 24.15 |
| 2019 | 20.19 | 8.71 | -3.34 | 10.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.09 | 13.15 | -30.34 | 0.50 | 43.54 | 39.77 | -2.40 | 25.07 | 7.78 | -2.87 | -8.17 |
| % Total Return Rel to Index | -13.21 | -13.09 | -12.13 | -28.17 | 25.14 | 8.28 | 1.98 | 3.28 | -4.15 | -4.26 | -21.82 |
| % Total Return Rel to Peer | -1.13 | -2.92 | -10.82 | -18.80 | 24.55 | 14.33 | 8.37 | 9.47 | -8.17 | 1.85 | -10.85 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.02 | 7.40 | 3.89 | 2.25 | 5.61 | 2.81 | 0.58 | 0.00 | 1.82 |
| Expense Ratio | 2.02 | 2.03 | 1.99 | 1.97 | 2.03 | 2.05 | 2.07 | 2.09 | 2.09 | 2.06 | 2.02 |
* 1 = Top 20%, 5 = Bottom 20%