Nasdaq - Delayed Quote USD

MFS New Discovery Fund (MNDIX)

28.73 -0.08 (-0.28%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.38%
5y Average Return 6.14%
Number of Years Up 17
Number of Years Down 9
Best 1Y Total Return (Apr 25, 2024) 62.46%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 62.46%
Worst 3Y Total Return -6.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MNDIX
Category
YTD
6.74%
12.40%
1-Month
2.14%
3.37%
3-Month
6.74%
4.88%
1-Year
14.04%
55.69%
3-Year
-4.80%
19.34%
5-Year
8.16%
20.72%
10-Year
8.53%
13.98%
Last Bull Market
38.79%
27.85%
Last Bear Market
-18.63%
-24.06%

Annual Total Return (%) History

Year
MNDIX
Category
2024
--
--
2023
14.30%
--
2022
-29.64%
--
2021
1.48%
--
2020
45.03%
38.62%
2019
41.12%
27.68%
2018
-1.40%
-5.76%
2017
26.34%
21.50%

2016
8.89%
11.20%
2015
-1.88%
-2.41%
2014
-7.30%
2.44%
2013
41.16%
40.91%
2012
21.23%
13.15%
2011
-10.22%
-3.55%
2010
36.16%
26.98%
2009
62.46%
35.46%
2008
-39.57%
-41.55%
2007
2.32%
7.59%
2006
13.20%
10.81%
2005
5.00%
6.02%
2004
7.28%
12.41%
2003
34.74%
45.54%
2002
-33.28%
-27.88%
2001
-4.80%
-8.91%
2000
-0.09%
-3.85%
1999
59.92%
64.77%
1998
20.18%
5.23%
1997
--
17.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.74% -- -- --
2023 6.99% 3.47% -6.42% 10.33%
2022 -15.92% -18.63% -3.36% 6.42%
2021 0.97% 7.65% -1.29% -5.42%
2020 -22.20% 34.69% 11.19% 24.48%
2019 20.45% 9.02% -3.10% 10.91%
2018 4.19% 9.70% 5.55% -18.27%
2017 6.17% 4.44% 6.84% 6.64%
2016 -5.10% 6.11% 7.06% 1.01%
2015 5.81% 3.33% -12.20% 2.21%

2014 -2.94% 1.46% -9.51% 4.02%
2013 14.06% 4.16% 10.21% 7.80%
2012 16.07% -3.51% 7.85% 0.36%
2011 10.60% -0.04% -25.42% 8.90%
2010 8.23% -5.71% 14.02% 17.01%
2009 -4.85% 30.93% 23.69% 5.43%
2008 -10.66% 2.66% -9.09% -27.52%
2007 4.35% 4.80% -0.87% -5.62%
2006 12.01% -9.05% 0.95% 10.08%
2005 -8.21% 3.89% 5.99% 3.88%
2004 3.96% -2.64% -7.38% 14.43%
2003 -3.70% 17.77% 9.17% 8.82%
2002 -2.12% -17.94% -17.36% 0.52%
2001 -13.65% 14.48% -23.76% 26.31%
2000 12.27% -1.90% 0.29% -9.54%
1999 -6.54% 17.32% -6.10% 55.33%
1998 17.31% 2.14% -19.05% 23.91%
1997 24.95% 16.16% -0.41% --

Rank in Category (By Total Return)

YTD 58
1-Month 64
3-Month 58
1-Year 76
3-Year 73
5-Year 59

Load Adjusted Returns

1-Year 14.04%
3-Year -4.80%
5-Year 8.16%
10-Year 8.53%

Performance & Risk

YTD Return 0.38%
5y Average Return 6.14%
Rank in Category (ytd) 58
% 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 6.74%
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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