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MFS New Discovery Value R4 (NDVUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.50-0.18 (-1.02%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.24%
5-Year Average Return8.53%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)39.72%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return39.72%
Worst 3-Yr Total Return7.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNDVUXCategory
YTD0.11%26.79%
1-Month-1.88%-1.77%
3-Month-3.74%4.45%
1-Year8.15%71.02%
3-Year1.88%9.35%
5-Year9.05%12.17%
10-Year8.71%9.95%
Last Bull Market24.32%28.07%
Last Bear Market-12.69%-24.24%

Annual Total Return (%) History

Year
NDVUXCategory
2024
N/AN/A
2023
11.21%N/A
2022
-10.84%N/A
2021
33.75%N/A
2020
3.61%4.02%
2019
33.66%21.43%
2018
-11.05%-15.46%
2017
14.84%8.54%
2016
26.52%25.99%
2015
-2.89%-6.71%
2014
3.19%3.34%
2013
39.72%36.22%
2012
20.49%16.00%
2011
N/A-4.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.01%-3.74%N/AN/A
20230.71%2.22%-3.58%12.04%
2022-2.33%-12.69%-7.64%13.20%
202117.01%7.29%-1.52%8.18%
2020-34.33%21.26%-0.66%30.98%
201915.03%3.65%2.51%9.36%
2018-3.79%7.22%4.08%-17.15%
20172.47%1.27%4.94%5.46%
20164.07%3.43%6.52%10.34%
20153.52%0.75%-9.29%2.65%
20141.81%1.47%-6.89%7.29%
201312.88%3.99%8.74%9.45%
201214.97%-2.67%3.17%4.37%
2011-22.04%19.19%N/AN/A

Rank In Category (By Total Return)

YTD57
1-Month30
3-Month46
1-Year77
3-Year66
5-Year45

Load Adjusted Returns

1-Year8.15%
3-Year1.88%
5-Year9.05%
10-Year8.71%