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Mfs New Discovery Fund Class R3: (MF: MNDHX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$24.71 USD
-0.10 (-0.40%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.47 | 51 |
| 3 months | -3.96 | 65 |
| 6 months | 2.47 | 51 |
| 1 Year | 5.68 | 85 |
| 3 Year | -8.56 | 90 |
| 5 Year | 5.21 | 87 |
| 10 Year | 7.66 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.28 |
| Bull Market (2/09 - 3/21) | 711.77 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.68 |
| 5 Year | 5.20 |
| 10 Year | 7.66 |
| Since Inception | 9.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.70 | -3.96 | NA | NA |
| 2023 | 6.91 | 3.36 | -6.47 | 10.26 |
| 2022 | -15.96 | -18.67 | -3.44 | 6.35 |
| 2021 | 0.94 | 7.54 | -1.32 | -5.45 |
| 2020 | -22.25 | 34.62 | 11.09 | 24.37 |
| 2019 | 20.36 | 8.92 | -3.17 | 10.89 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.47 | 13.96 | -29.82 | 1.27 | 44.62 | 40.77 | -1.63 | 26.01 | 8.58 | -2.12 | -7.51 |
| % Total Return Rel to Index | -12.82 | -12.28 | -11.61 | -27.41 | 26.22 | 9.28 | 2.75 | 4.22 | -3.35 | -3.51 | -21.16 |
| % Total Return Rel to Peer | -0.74 | -2.11 | -10.30 | -18.04 | 25.63 | 15.34 | 9.13 | 10.42 | -7.36 | 2.59 | -10.19 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.02 | 7.40 | 3.89 | 2.25 | 5.61 | 2.81 | 0.58 | 0.00 | 1.82 |
| Expense Ratio | 1.27 | 1.28 | 1.24 | 1.22 | 1.28 | 1.30 | 1.32 | 1.34 | 1.34 | 1.31 | 1.27 |
* 1 = Top 20%, 5 = Bottom 20%