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Mfs New Discovery Fund Class R6: (MF: MNDKX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 04:34 PM ET
$36.72 USD
+1.25 (3.52%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.78 | 17 |
| 3 months | 4.21 | 13 |
| 6 months | 8.56 | 59 |
| 1 Year | 12.78 | 17 |
| 3 Year | 11.18 | 52 |
| 5 Year | -0.34 | 90 |
| 10 Year | 10.62 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 12.78 |
| 5 Year | -0.33 |
| 10 Year | 10.62 |
| Since Inception | 10.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -7.26 | 12.02 | 4.17 | 4.21 |
| 2024 | 6.80 | -3.90 | 3.93 | -0.19 |
| 2023 | 7.04 | 3.47 | -6.39 | 10.38 |
| 2022 | -15.89 | -18.60 | -3.34 | 6.45 |
| 2021 | 1.00 | 7.66 | -1.26 | -5.38 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.78 | 6.46 | 14.44 | -29.56 | 1.58 | 45.17 | 41.29 | -1.30 | 26.49 | 8.99 |
| % Total Return Rel to Index | -5.43 | -18.55 | -11.80 | -11.35 | -27.09 | 26.76 | 9.80 | 3.09 | 4.70 | -2.94 |
| % Total Return Rel to Peer | 5.48 | -5.46 | -1.63 | -10.04 | -17.72 | 26.17 | 15.85 | 9.47 | 10.90 | -6.95 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.02 | 7.40 | 3.89 | 2.25 | 5.61 | 2.81 | 0.58 |
| Expense Ratio | 0.89 | 0.90 | 0.89 | 0.88 | 0.88 | 0.92 | 0.95 | 0.96 | 0.97 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%