Advertisement
U.S. Markets closed

MFS New Discovery B (MNDBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
15.17-0.29 (-1.88%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.28%
5-Year Average Return6.53%
Number of Years Up17
Number of Years Down9
Best 1 Yr Total Return (Nov 5, 2024)60.89%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return60.89%
Worst 3-Yr Total Return-7.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMNDBXCategory
YTD5.60%12.40%
1-Month-0.20%3.37%
3-Month-1.06%4.88%
1-Year24.19%55.69%
3-Year-8.90%19.34%
5-Year5.60%20.72%
10-Year7.89%13.98%
Last Bull Market25.27%27.85%
Last Bear Market-18.88%-24.06%

Annual Total Return (%) History

Year
MNDBXCategory
2024
N/AN/A
2023
13.16%N/A
2022
-30.38%N/A
2021
0.48%N/A
2020
43.57%38.62%
2019
39.76%27.68%
2018
-2.37%-5.76%
2017
25.06%21.50%
2016
7.80%11.20%
2015
-2.86%-2.41%
2014
-8.18%2.44%
2013
39.76%40.91%
2012
19.95%13.15%
2011
-11.10%-3.55%
2010
34.82%26.98%
2009
60.89%35.46%
2008
-40.16%-41.55%
2007
1.26%7.59%
2006
12.09%10.81%
2005
3.91%6.02%
2004
6.24%12.41%
2003
33.36%45.54%
2002
-33.92%-27.88%
2001
-5.74%-8.91%
2000
-1.08%-3.85%
1999
58.29%64.77%
1998
18.75%5.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.52%-4.13%3.61%N/A
20236.74%3.23%-6.63%9.98%
2022-16.12%-18.88%-3.61%6.14%
20210.72%7.38%-1.55%-5.62%
2020-22.43%34.37%10.90%24.20%
201920.19%8.73%-3.35%10.66%
20183.94%9.41%5.29%-18.46%
20175.91%4.16%6.58%6.36%
2016-5.35%5.88%6.76%0.77%
20155.56%3.04%-12.42%1.98%
2014-3.16%1.24%-9.73%3.75%
201313.83%3.88%9.97%7.48%
201215.75%-3.74%7.53%0.11%
201110.29%-0.25%-25.62%8.64%
20107.95%-5.92%13.73%16.73%
2009-5.00%30.54%23.39%5.15%
2008-10.87%2.43%-9.30%-27.73%
20074.07%4.58%-1.15%-5.88%
200611.73%-9.30%0.78%9.76%
2005-8.46%3.66%5.72%3.59%
20043.69%-2.85%-7.66%14.20%
2003-3.94%17.41%8.96%8.52%
2002-2.36%-18.16%-17.53%0.27%
2001-13.82%14.16%-23.95%25.99%
200012.00%-2.10%0.04%-9.82%
1999-6.69%16.92%-6.32%54.87%
199816.92%1.86%-19.27%23.50%

Rank In Category (By Total Return)

YTD84
1-Month14
3-Month64
1-Year92
3-Year87
5-Year91

Load Adjusted Returns

1-Year20.19%
3-Year-9.56%
5-Year5.37%
10-Year7.89%