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MFS New Discovery Value R2 (NDVSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.29+0.13 (+0.76%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.92%
5-Year Average Return8.66%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)39.00%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return39.00%
Worst 3-Yr Total Return6.64%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%