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MFS New Discovery Fund (MNDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.77+0.14 (+0.59%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.24%
5-year average return5.29%
Number of years up17
Number of years down9
Best 1-yr total return (20 June 2024)62.05%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return62.05%
Worst 3-yr total return-6.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNDAXCategory
YTD2.43%12.40%
1-month2.65%3.37%
3-month-1.96%4.88%
1-year14.14%55.69%
3-year-7.33%19.34%
5-year7.10%20.72%
10-year8.47%13.98%
Last bull market25.69%27.85%
Last bear market-18.67%-24.06%

Annual total return (%) history

Year
MNDAXCategory
2024
N/AN/A
2023
13.98%N/A
2022
-29.81%N/A
2021
1.26%N/A
2020
44.63%38.62%
2019
40.78%27.68%
2018
-1.65%-5.76%
2017
26.08%21.50%
2016
8.59%11.20%
2015
-2.13%-2.41%
2014
-7.52%2.44%
2013
40.81%40.91%
2012
20.89%13.15%
2011
-10.42%-3.55%
2010
35.85%26.98%
2009
62.05%35.46%
2008
-39.78%-41.55%
2007
1.92%7.59%
2006
12.82%10.81%
2005
4.63%6.02%
2004
6.84%12.41%
2003
34.30%45.54%
2002
-33.51%-27.88%
2001
-5.13%-8.91%
2000
-0.42%-3.85%
1999
59.32%64.77%
1998
19.49%5.23%
1997
N/A17.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.69%N/AN/AN/A
20236.94%3.36%-6.46%10.23%
2022-15.96%-18.67%-3.44%6.36%
20210.94%7.56%-1.35%-5.46%
2020-22.25%34.61%11.11%24.37%
201920.38%8.95%-3.17%10.84%
20184.11%9.62%5.46%-18.29%
20176.15%4.34%6.80%6.59%
2016-5.19%6.08%7.01%0.89%
20155.78%3.24%-12.25%2.13%
2014-2.97%1.38%-9.55%3.95%
201314.03%4.06%10.14%7.74%
201215.98%-3.58%7.79%0.29%
201110.52%-0.08%-25.47%8.84%
20108.22%-5.76%13.90%16.95%
2009-4.87%30.83%23.64%5.32%
2008-10.74%2.64%-9.15%-27.64%
20074.29%4.71%-0.95%-5.77%
200611.95%-9.16%0.92%9.94%
2005-8.29%3.79%5.96%3.75%
20043.84%-2.70%-7.54%14.37%
2003-3.76%17.64%9.04%8.79%
2002-2.21%-18.02%-17.42%0.44%
2001-13.74%14.46%-23.87%26.21%
200012.18%-1.96%0.17%-9.61%
1999-6.58%17.12%-6.14%55.15%
199817.15%2.00%-19.12%23.63%
199724.95%16.16%-0.50%N/A

Rank in category (by total return)

YTD73
1-month86
3-month76
1-year73
3-year79
5-year77

Load adjusted returns

1-year7.58%
3-year-9.14%
5-year5.84%
10-year7.83%