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Mfs New Discovery Fund Cl R2: (MF: MNDRX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$21.57 USD
-0.09 (-0.42%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.34 | 52 |
| 3 months | -4.03 | 67 |
| 6 months | 2.34 | 52 |
| 1 Year | 5.38 | 86 |
| 3 Year | -8.79 | 91 |
| 5 Year | 4.94 | 89 |
| 10 Year | 7.39 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.39 |
| Bull Market (2/09 - 3/21) | 680.80 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.38 |
| 5 Year | 4.94 |
| 10 Year | 7.39 |
| Since Inception | 8.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.64 | -4.03 | NA | NA |
| 2023 | 6.82 | 3.32 | -6.53 | 10.17 |
| 2022 | -16.03 | -18.73 | -3.47 | 6.30 |
| 2021 | 0.85 | 7.49 | -1.38 | -5.53 |
| 2020 | -22.30 | 34.51 | 11.06 | 24.29 |
| 2019 | 20.34 | 8.85 | -3.23 | 10.83 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.34 | 13.65 | -29.98 | 1.00 | 44.27 | 40.48 | -1.93 | 25.74 | 8.29 | -2.36 | -7.73 |
| % Total Return Rel to Index | -12.95 | -12.58 | -11.77 | -27.68 | 25.87 | 8.99 | 2.45 | 3.94 | -3.64 | -3.75 | -21.38 |
| % Total Return Rel to Peer | -0.87 | -2.42 | -10.46 | -18.31 | 25.27 | 15.05 | 8.84 | 10.14 | -7.65 | 2.36 | -10.41 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.02 | 7.40 | 3.89 | 2.25 | 5.61 | 2.81 | 0.58 | 0.00 | 1.82 |
| Expense Ratio | 1.52 | 1.53 | 1.48 | 1.47 | 1.53 | 1.54 | 1.57 | 1.59 | 1.59 | 1.56 | 1.52 |
* 1 = Top 20%, 5 = Bottom 20%