UK markets closed

MFS New Discovery Value R6 (NDVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.12+0.23 (+1.29%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.08%
5-year average return11.13%
Number of years up8
Number of years down3
Best 1-yr total return (30 May 2024)39.72%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return39.72%
Worst 3-yr total return7.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNDVVXCategory
YTD-0.96%26.79%
1-month-4.77%-1.77%
3-month2.33%4.45%
1-year10.82%71.02%
3-year2.50%9.35%
5-year8.81%12.17%
10-year9.17%9.95%
Last bull market24.38%28.07%
Last bear market-12.62%-24.24%

Annual total return (%) history

Year
NDVVXCategory
2024
N/AN/A
2023
11.30%N/A
2022
-10.76%N/A
2021
33.97%N/A
2020
3.74%4.02%
2019
33.76%21.43%
2018
-10.98%-15.46%
2017
15.00%8.54%
2016
26.63%25.99%
2015
-2.85%-6.71%
2014
3.31%3.34%
2013
39.72%36.22%
2012
N/A16.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.00%N/AN/AN/A
20230.71%2.28%-3.62%12.11%
2022-2.38%-12.62%-7.60%13.22%
202117.11%7.28%-1.50%8.26%
2020-34.33%21.35%-0.65%31.03%
201915.03%3.71%2.52%9.37%
2018-3.79%7.29%4.08%-17.14%
20172.54%1.27%4.93%5.54%
20164.16%3.35%6.63%10.32%
20153.60%0.68%-9.30%2.69%
20141.81%1.47%-6.82%7.32%
201312.88%4.01%8.66%9.52%
20124.39%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month17
3-month35
1-year82
3-year53
5-year31

Load adjusted returns

1-year10.82%
3-year2.50%
5-year8.81%
10-year9.17%