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MFS New Discovery Value R4 (NDVUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.56-0.04 (-0.23%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.90%
5-year average return9.41%
Number of years up9
Number of years down3
Best 1-yr total return (25 Jun 2024)39.72%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return39.72%
Worst 3-yr total return7.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNDVUXCategory
YTD2.03%26.79%
1-month3.02%-1.77%
3-month3.31%4.45%
1-year19.00%71.02%
3-year2.21%9.35%
5-year11.01%12.17%
10-year9.32%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%N/AN/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)

YTD59
1-month88
3-month44
1-year82
3-year62
5-year43

Load adjusted returns

1-year19.00%
3-year2.21%
5-year11.01%
10-year9.32%