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MFS New Discovery Value I (NDVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.32+0.13 (+0.71%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.56%
5-year average return10.08%
Number of years up9
Number of years down3
Best 1-yr total return (13 May 2024)39.65%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return39.65%
Worst 3-yr total return7.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNDVIXCategory
YTD-1.02%26.79%
1-month-4.79%-1.77%
3-month2.28%4.45%
1-year10.68%71.02%
3-year2.39%9.35%
5-year8.70%12.17%
10-year9.06%9.95%
Last bull market24.30%28.07%
Last bear market-12.71%-24.24%

Annual total return (%) history

Year
NDVIXCategory
2024
N/AN/A
2023
11.23%N/A
2022
-10.84%N/A
2021
33.74%N/A
2020
3.67%4.02%
2019
33.62%21.43%
2018
-11.08%-15.46%
2017
14.83%8.54%
2016
26.47%25.99%
2015
-2.91%-6.71%
2014
3.22%3.34%
2013
39.65%36.22%
2012
20.49%16.00%
2011
N/A-4.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20230.71%2.23%-3.59%12.06%
2022-2.34%-12.71%-7.59%13.17%
202117.03%7.25%-1.52%8.19%
2020-34.33%21.30%-0.66%31.03%
201915.05%3.65%2.51%9.30%
2018-3.80%7.23%4.02%-17.13%
20172.47%1.27%4.87%5.51%
20164.08%3.36%6.53%10.36%
20153.52%0.68%-9.30%2.72%
20141.81%1.40%-6.83%7.32%
201312.79%4.00%8.75%9.48%
201214.97%-2.67%3.17%4.37%
2011-22.07%19.35%N/AN/A

Rank in category (by total return)

YTD45
1-month17
3-month36
1-year83
3-year55
5-year32

Load adjusted returns

1-year10.68%
3-year2.39%
5-year8.70%
10-year9.06%