Nasdaq - Delayed Quote USD

MFS International New Discovery R3 (MIDHX)

29.26 -0.24 (-0.81%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.06%
5y Average Return 2.30%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 47.41%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 47.41%
Worst 3Y Total Return -2.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIDHX
Category
YTD
1.36%
7.70%
1-Month
2.62%
0.28%
3-Month
1.36%
7.17%
1-Year
7.94%
42.00%
3-Year
-1.10%
13.14%
5-Year
3.43%
14.91%
10-Year
4.29%
9.64%
Last Bull Market
25.69%
19.05%
Last Bear Market
-12.92%
-21.47%

Annual Total Return (%) History

Year
MIDHX
Category
2024
--
--
2023
12.77%
--
2022
-18.80%
--
2021
4.64%
--
2020
9.71%
28.40%
2019
22.54%
27.78%
2018
-10.66%
-18.34%
2017
31.70%
36.19%

2016
0.26%
-2.98%
2015
2.48%
7.05%
2014
-2.92%
-5.40%
2013
19.47%
26.61%
2012
24.71%
22.20%
2011
-10.05%
-14.72%
2010
21.89%
23.04%
2009
47.41%
49.24%
2008
-43.97%
-49.02%
2007
8.75%
12.03%
2006
26.88%
26.79%
2005
--
24.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.36% -- -- --
2023 5.90% 0.61% -3.98% 10.23%
2022 -10.64% -12.92% -8.80% 14.41%
2021 0.39% 4.47% 0.18% -0.40%
2020 -25.11% 19.38% 8.99% 12.58%
2019 10.33% 2.70% -1.35% 9.62%
2018 1.86% -1.17% 0.09% -11.33%
2017 8.35% 8.50% 5.11% 6.59%
2016 0.55% -0.44% 6.05% -5.56%
2015 2.93% 2.52% -6.98% 4.42%

2014 0.64% 4.38% -7.14% -0.48%
2013 6.51% -1.62% 9.09% 4.51%
2012 15.01% -4.10% 8.35% 4.35%
2011 2.11% 2.97% -17.65% 3.88%
2010 4.10% -8.68% 17.55% 9.08%
2009 -9.21% 27.85% 20.81% 5.13%
2008 -7.05% -1.24% -22.14% -21.61%
2007 4.69% 6.37% 1.35% -3.64%
2006 10.74% -2.69% 3.74% 13.49%
2005 11.91% 6.18% -- --

Rank in Category (By Total Return)

YTD 60
1-Month 35
3-Month 60
1-Year 45
3-Year 15
5-Year 75

Load Adjusted Returns

1-Year 7.94%
3-Year -1.10%
5-Year 3.43%
10-Year 4.29%

Performance & Risk

YTD Return -2.06%
5y Average Return 2.30%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Growth
Fund Family MFS
Net Assets 6.42B
YTD Return 1.36%
Yield 1.59%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Summary

The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The fund may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.

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