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MFS New Discovery Value B (NDVBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.11+0.04 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.41%
5-year average return8.32%
Number of years up9
Number of years down3
Best 1-yr total return (25 June 2024)38.34%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return38.34%
Worst 3-yr total return6.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNDVBXCategory
YTD1.60%26.79%
1-month2.92%-1.77%
3-month3.05%4.45%
1-year17.80%71.02%
3-year1.20%9.35%
5-year9.92%12.17%
10-year8.23%9.95%
Last bull market23.87%28.07%
Last bear market-12.90%-24.24%

Annual total return (%) history

Year
NDVBXCategory
2024
N/AN/A
2023
10.12%N/A
2022
-11.74%N/A
2021
32.49%N/A
2020
2.60%4.02%
2019
32.28%21.43%
2018
-12.01%-15.46%
2017
13.81%8.54%
2016
25.19%25.99%
2015
-3.84%-6.71%
2014
2.11%3.34%
2013
38.34%36.22%
2012
19.19%16.00%
2011
N/A-4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.74%N/AN/AN/A
20230.51%1.90%-3.83%11.79%
2022-2.62%-12.90%-7.84%12.90%
202116.80%6.98%-1.77%7.95%
2020-34.49%21.02%-0.92%30.61%
201914.73%3.42%2.23%9.05%
2018-4.08%6.92%3.79%-17.34%
20172.27%1.04%4.63%5.27%
20163.83%3.12%6.32%9.98%
20153.27%0.46%-9.52%2.44%
20141.52%1.19%-7.09%6.98%
201312.55%3.76%8.40%9.28%
201214.66%-2.96%2.89%4.12%
2011-22.27%19.03%N/AN/A

Rank in category (by total return)

YTD67
1-month89
3-month51
1-year85
3-year76
5-year64

Load adjusted returns

1-year13.80%
3-year0.39%
5-year9.64%
10-year8.23%