Nasdaq - Delayed Quote USD

MFS New Discovery Fund (MNDGX)

13.90 -0.04 (-0.29%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.36%
5y Average Return 5.06%
Number of Years Up 12
Number of Years Down 6
Best 1Y Total Return (Apr 24, 2024) 60.84%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 60.84%
Worst 3Y Total Return -7.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MNDGX
Category
YTD
6.50%
12.40%
1-Month
2.08%
3.37%
3-Month
6.50%
4.88%
1-Year
12.94%
55.69%
3-Year
-5.73%
19.34%
5-Year
7.08%
20.72%
10-Year
7.45%
13.98%
Last Bull Market
37.66%
27.85%
Last Bear Market
-18.83%
-24.06%

Annual Total Return (%) History

Year
MNDGX
Category
2024
--
--
2023
13.15%
--
2022
-30.33%
--
2021
0.49%
--
2020
43.57%
38.62%
2019
39.72%
27.68%
2018
-2.38%
-5.76%
2017
25.07%
21.50%

2016
7.80%
11.20%
2015
-2.87%
-2.41%
2014
-8.19%
2.44%
2013
39.75%
40.91%
2012
19.99%
13.15%
2011
-11.10%
-3.55%
2010
34.85%
26.98%
2009
60.84%
35.46%
2008
-40.18%
-41.55%
2007
1.21%
7.59%
2006
11.92%
10.81%
2005
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.50% -- -- --
2023 6.70% 3.22% -6.68% 10.10%
2022 -16.14% -18.83% -3.59% 6.17%
2021 0.73% 7.39% -1.53% -5.65%
2020 -22.39% 34.36% 10.88% 24.17%
2019 20.20% 8.71% -3.34% 10.62%
2018 3.92% 9.43% 5.25% -18.45%
2017 5.90% 4.19% 6.54% 6.40%
2016 -5.39% 5.92% 6.75% 0.77%
2015 5.54% 3.06% -12.45% 1.99%

2014 -3.18% 1.20% -9.70% 3.77%
2013 13.79% 3.90% 9.93% 7.53%
2012 15.77% -3.76% 7.57% 0.11%
2011 10.33% -0.29% -25.60% 8.62%
2010 7.98% -5.95% 13.72% 16.75%
2009 -5.02% 30.56% 23.33% 5.17%
2008 -10.91% 2.44% -9.33% -27.71%
2007 4.08% 4.54% -1.15% -5.90%
2006 11.68% -9.31% 0.72% 9.72%
2005 5.66% 3.59% -- --

Rank in Category (By Total Return)

YTD 62
1-Month 66
3-Month 62
1-Year 80
3-Year 79
5-Year 77

Load Adjusted Returns

1-Year 12.94%
3-Year -5.73%
5-Year 7.08%
10-Year 7.45%

Performance & Risk

YTD Return 0.36%
5y Average Return 5.06%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family MFS
Net Assets 2.51B
YTD Return 6.50%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Summary

The fund normally invests the fund's assets primarily in 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 advisor focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

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