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MFS New Discovery Value C (NDVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.52-0.18 (-1.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.16%
5-year average return9.09%
Number of years up9
Number of years down3
Best 1-yr total return (21 May 2024)38.32%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return38.32%
Worst 3-yr total return6.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNDVCXCategory
YTD-1.30%26.79%
1-month-4.83%-1.77%
3-month2.05%4.45%
1-year9.64%71.02%
3-year1.37%9.35%
5-year7.62%12.17%
10-year7.98%9.95%
Last bull market23.77%28.07%
Last bear market-12.86%-24.24%

Annual total return (%) history

Year
NDVCXCategory
2024
N/AN/A
2023
10.08%N/A
2022
-11.72%N/A
2021
32.47%N/A
2020
2.61%4.02%
2019
32.28%21.43%
2018
-11.99%-15.46%
2017
13.80%8.54%
2016
25.14%25.99%
2015
-3.80%-6.71%
2014
2.12%3.34%
2013
38.32%36.22%
2012
19.29%16.00%
2011
N/A-4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.71%N/AN/AN/A
20230.45%1.98%-3.84%11.76%
2022-2.63%-12.86%-7.87%12.94%
202116.76%7.01%-1.78%7.94%
2020-34.48%20.93%-0.92%30.71%
201914.72%3.37%2.31%9.02%
2018-4.10%6.96%3.81%-17.35%
20172.28%0.97%4.65%5.30%
20163.76%3.13%6.35%9.96%
20153.27%0.46%-9.47%2.41%
20141.53%1.19%-7.10%7.00%
201312.57%3.77%8.42%9.22%
201214.67%-2.97%2.99%4.08%
2011-22.27%18.96%N/AN/A

Rank in category (by total return)

YTD52
1-month17
3-month40
1-year87
3-year70
5-year52

Load adjusted returns

1-year8.64%
3-year1.37%
5-year7.62%
10-year7.98%