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MFS New Discovery R6 (MNDKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.80-0.21 (-0.70%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.92%
5-year average return5.31%
Number of years up7
Number of years down4
Best 1-yr total return (30 June 2024)45.18%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return45.18%
Worst 3-yr total return-6.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMNDKXCategory
YTD2.56%12.40%
1-month2.67%3.37%
3-month-1.90%4.88%
1-year14.60%55.69%
3-year-7.00%19.34%
5-year7.49%20.72%
10-year8.86%13.98%
Last bull market25.88%27.85%
Last bear market-18.60%-24.06%

Annual total return (%) history

Year
MNDKXCategory
2024
N/AN/A
2023
14.44%N/A
2022
-29.55%N/A
2021
1.58%N/A
2020
45.18%38.62%
2019
41.26%27.68%
2018
-1.29%-5.76%
2017
26.50%21.50%
2016
9.01%11.20%
2015
-1.80%-2.41%
2014
-7.15%2.44%
2013
41.32%40.91%
2012
N/A13.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.81%N/AN/AN/A
20237.05%3.47%-6.40%10.38%
2022-15.90%-18.60%-3.34%6.46%
20211.00%7.67%-1.27%-5.40%
2020-22.17%34.72%11.19%24.53%
201920.48%9.06%-3.10%10.95%
20184.22%9.72%5.57%-18.22%
20176.21%4.49%6.87%6.66%
2016-5.08%6.21%7.06%1.00%
20155.83%3.36%-12.19%2.24%
2014-2.90%1.49%-9.49%4.09%
201314.15%4.16%10.24%7.82%
20127.85%0.40%N/AN/A

Rank in category (by total return)

YTD72
1-month85
3-month76
1-year72
3-year78
5-year72

Load adjusted returns

1-year14.60%
3-year-7.00%
5-year7.49%
10-year8.86%