Australia markets closed

MFS New Discovery Value R2 (NDVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.12-0.17 (-0.98%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.17%
5-year average return8.51%
Number of years up9
Number of years down3
Best 1-yr total return (27 June 2024)39.00%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return39.00%
Worst 3-yr total return6.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNDVSXCategory
YTD1.79%26.79%
1-month2.98%-1.77%
3-month3.22%4.45%
1-year18.35%71.02%
3-year1.71%9.35%
5-year10.46%12.17%
10-year8.77%9.95%
Last bull market24.03%28.07%
Last bear market-12.75%-24.24%

Annual total return (%) history

Year
NDVSXCategory
2024
N/AN/A
2023
10.67%N/A
2022
-11.32%N/A
2021
33.14%N/A
2020
3.11%4.02%
2019
33.07%21.43%
2018
-11.61%-15.46%
2017
14.38%8.54%
2016
25.84%25.99%
2015
-3.34%-6.71%
2014
2.63%3.34%
2013
39.00%36.22%
2012
19.94%16.00%
2011
N/A-4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.81%N/AN/AN/A
20230.60%2.09%-3.75%11.95%
2022-2.53%-12.75%-7.76%13.05%
202116.89%7.12%-1.67%8.14%
2020-34.41%21.09%-0.80%30.86%
201914.97%3.49%2.41%9.21%
2018-3.95%7.03%3.98%-17.31%
20172.42%1.08%4.85%5.38%
20164.01%3.21%6.48%10.09%
20153.45%0.61%-9.43%2.54%
20141.66%1.33%-6.93%7.05%
201312.69%3.92%8.51%9.38%
201214.86%-2.76%2.98%4.28%
2011-22.17%19.14%N/AN/A

Rank in category (by total return)

YTD64
1-month88
3-month46
1-year84
3-year72
5-year53

Load adjusted returns

1-year18.35%
3-year1.71%
5-year10.46%
10-year8.77%