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Mfs New Discovery Fund Class R4: (MF: MNDJX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$27.70 USD
-0.12 (-0.43%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.59 | 50 |
| 3 months | -3.92 | 64 |
| 6 months | 2.59 | 50 |
| 1 Year | 5.91 | 84 |
| 3 Year | -8.34 | 90 |
| 5 Year | 5.46 | 84 |
| 10 Year | 7.94 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.06 |
| Bull Market (2/09 - 3/21) | 743.36 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.90 |
| 5 Year | 5.46 |
| 10 Year | 7.94 |
| Since Inception | 9.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.78 | -3.92 | NA | NA |
| 2023 | 6.97 | 3.46 | -6.41 | 10.30 |
| 2022 | -15.92 | -18.65 | -3.31 | 6.39 |
| 2021 | 0.99 | 7.63 | -1.28 | -5.38 |
| 2020 | -22.19 | 34.66 | 11.18 | 24.45 |
| 2019 | 20.46 | 9.00 | -3.09 | 10.92 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.59 | 14.24 | -29.64 | 1.52 | 44.97 | 41.14 | -1.41 | 26.47 | 8.85 | -1.88 | -7.28 |
| % Total Return Rel to Index | -12.71 | -11.99 | -11.44 | -27.15 | 26.57 | 9.65 | 2.98 | 4.67 | -3.08 | -3.27 | -20.93 |
| % Total Return Rel to Peer | -0.63 | -1.83 | -10.13 | -17.78 | 25.98 | 15.71 | 9.36 | 10.87 | -7.09 | 2.84 | -9.95 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.02 | 7.40 | 3.89 | 2.25 | 5.61 | 2.81 | 0.58 | 0.00 | 1.82 |
| Expense Ratio | 1.03 | 1.03 | 0.99 | 0.97 | 1.03 | 1.05 | 1.07 | 1.09 | 1.09 | 1.06 | 1.02 |
* 1 = Top 20%, 5 = Bottom 20%