Australia markets closed

MFS New Discovery Fund (MNDHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.84+0.25 (+1.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.79%
5-year average return5.52%
Number of years up12
Number of years down6
Best 1-yr total return (26 June 2024)62.11%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return62.11%
Worst 3-yr total return-6.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNDHXCategory
YTD2.43%12.40%
1-month2.65%3.37%
3-month-1.96%4.88%
1-year14.18%55.69%
3-year-7.33%19.34%
5-year7.09%20.72%
10-year8.47%13.98%
Last bull market25.70%27.85%
Last bear market-18.68%-24.06%

Annual total return (%) history

Year
MNDHXCategory
2024
N/AN/A
2023
13.97%N/A
2022
-29.81%N/A
2021
1.26%N/A
2020
44.64%38.62%
2019
40.74%27.68%
2018
-1.62%-5.76%
2017
26.02%21.50%
2016
8.60%11.20%
2015
-2.13%-2.41%
2014
-7.52%2.44%
2013
40.85%40.91%
2012
20.84%13.15%
2011
-10.42%-3.55%
2010
35.87%26.98%
2009
62.11%35.46%
2008
-39.74%-41.55%
2007
1.87%7.59%
2006
12.77%10.81%
2005
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.70%N/AN/AN/A
20236.91%3.37%-6.47%10.26%
2022-15.97%-18.68%-3.44%6.37%
20210.94%7.55%-1.33%-5.47%
2020-22.25%34.63%11.09%24.39%
201920.36%8.93%-3.17%10.86%
20184.11%9.63%5.47%-18.28%
20176.11%4.34%6.81%6.56%
2016-5.20%6.09%6.98%0.94%
20155.74%3.25%-12.26%2.18%
2014-3.01%1.42%-9.56%3.95%
201314.05%4.06%10.14%7.75%
201215.94%-3.59%7.80%0.29%
201110.49%-0.08%-25.46%8.85%
20108.22%-5.76%13.91%16.96%
2009-4.88%30.95%23.57%5.32%
2008-10.71%2.59%-9.11%-27.62%
20074.24%4.71%-0.99%-5.73%
200611.90%-9.12%0.86%9.95%
20055.89%3.75%N/AN/A

Rank in category (by total return)

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

Load adjusted returns

1-year14.18%
3-year-7.33%
5-year7.09%
10-year8.47%