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MFS New Discovery Value C (NDVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.79-0.21 (-1.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.35%
5-year average return8.13%
Number of years up9
Number of years down3
Best 1-yr total return (13 Jun 2024)38.32%
Worst 1-yr total return (13 Jun 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
YTD1.61%26.79%
1-month2.94%-1.77%
3-month3.07%4.45%
1-year17.83%71.02%
3-year1.19%9.35%
5-year9.92%12.17%
10-year8.23%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)

YTD67
1-month88
3-month50
1-year85
3-year76
5-year63

Load adjusted returns

1-year16.83%
3-year1.19%
5-year9.92%
10-year8.23%