Nasdaq - Delayed Quote USD

MFS New Discovery B (MNDBX)

15.17 -0.29 (-1.88%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 11.28%
5y Average Return 6.53%
Number of Years Up 17
Number of Years Down 9
Best 1Y Total Return (Nov 6, 2024) 60.89%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 60.89%
Worst 3Y Total Return -7.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MNDBX
Category
YTD
5.60%
12.40%
1-Month
-0.20%
3.37%
3-Month
-1.06%
4.88%
1-Year
24.19%
55.69%
3-Year
-8.90%
19.34%
5-Year
5.60%
20.72%
10-Year
7.89%
13.98%
Last Bull Market
25.27%
27.85%
Last Bear Market
-18.88%
-24.06%

Annual Total Return (%) History

Year
MNDBX
Category
2024
--
--
2023
13.16%
--
2022
-30.38%
--
2021
0.48%
--
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
2024 6.52% -4.13% 3.61% --
2023 6.74% 3.23% -6.63% 9.98%
2022 -16.12% -18.88% -3.61% 6.14%
2021 0.72% 7.38% -1.55% -5.62%
2020 -22.43% 34.37% 10.90% 24.20%
2019 20.19% 8.73% -3.35% 10.66%
2018 3.94% 9.41% 5.29% -18.46%
2017 5.91% 4.16% 6.58% 6.36%
2016 -5.35% 5.88% 6.76% 0.77%
2015 5.56% 3.04% -12.42% 1.98%

2014 -3.16% 1.24% -9.73% 3.75%
2013 13.83% 3.88% 9.97% 7.48%
2012 15.75% -3.74% 7.53% 0.11%
2011 10.29% -0.25% -25.62% 8.64%
2010 7.95% -5.92% 13.73% 16.73%
2009 -5.00% 30.54% 23.39% 5.15%
2008 -10.87% 2.43% -9.30% -27.73%
2007 4.07% 4.58% -1.15% -5.88%
2006 11.73% -9.30% 0.78% 9.76%
2005 -8.46% 3.66% 5.72% 3.59%
2004 3.69% -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%
2000 12.00% -2.10% 0.04% -9.82%
1999 -6.69% 16.92% -6.32% 54.87%
1998 16.92% 1.86% -19.27% 23.50%

Rank in Category (By Total Return)

YTD 84
1-Month 14
3-Month 64
1-Year 92
3-Year 87
5-Year 91

Load Adjusted Returns

1-Year 20.19%
3-Year -9.56%
5-Year 5.37%
10-Year 7.89%

Performance & Risk

YTD Return 11.28%
5y Average Return 6.53%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family MFS
Net Assets 2.29B
YTD Return 5.60%
Yield 0.00%
Morningstar Rating
Inception Date Jun 01, 2012

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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