Nasdaq - Delayed Quote USD

MFS New Discovery R4 (MNDJX)

27.29
-0.09
(-0.33%)
At close: May 30 at 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.12%
5y Average Return 4.02%
Number of Years Up 13
Number of Years Down 6
Best 1Y Total Return (May 30, 2025) 44.99%
Worst 1Y Total Return (May 30, 2025) --
Best 3Y Total Return 44.99%
Worst 3Y Total Return -6.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MNDJX
Category
YTD
-7.03%
12.40%
1-Month
0.27%
3.37%
3-Month
-11.54%
4.88%
1-Year
-1.03%
55.69%
3-Year
1.82%
19.34%
5-Year
5.11%
20.72%
10-Year
7.82%
13.98%
Last Bull Market
15.23%
27.85%
Last Bear Market
-18.65%
-24.06%

Annual Total Return (%) History

Year
MNDJX
Category
2025
--
--
2024
6.33%
--
2023
14.25%
--
2022
-29.64%
--
2021
1.52%
--
2020
44.99%
38.62%
2019
41.11%
27.68%
2018
-1.39%
-5.76%

2017
26.47%
21.50%
2016
8.87%
11.20%
2015
-1.89%
-2.41%
2014
-7.29%
2.44%
2013
41.18%
40.91%
2012
21.21%
13.15%
2011
-10.21%
-3.55%
2010
36.12%
26.98%
2009
62.53%
35.46%
2008
-39.56%
-41.55%
2007
2.17%
7.59%
2006
13.09%
10.81%
2005
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.28% -- -- --
2024 6.79% -3.93% 3.90% -0.25%
2023 6.97% 3.46% -6.42% 10.31%
2022 -15.93% -18.65% -3.31% 6.40%
2021 0.99% 7.64% -1.29% -5.39%
2020 -22.20% 34.66% 11.18% 24.47%
2019 20.46% 9.00% -3.10% 10.90%
2018 4.19% 9.68% 5.53% -18.24%
2017 6.18% 4.42% 6.84% 6.76%
2016 -5.12% 6.17% 7.04% 0.98%

2015 5.82% 3.33% -12.22% 2.23%
2014 -2.92% 1.45% -9.51% 4.02%
2013 14.10% 4.12% 10.26% 7.78%
2012 16.07% -3.50% 7.80% 0.37%
2011 10.60% 0.00% -25.44% 8.88%
2010 8.21% -5.68% 13.97% 17.02%
2009 -4.82% 30.95% 23.64% 5.48%
2008 -10.67% 2.68% -9.08% -27.53%
2007 4.32% 4.78% -0.89% -5.69%
2006 11.98% -9.09% 0.97% 10.02%
2005 5.95% 3.87% -- --

Rank in Category (By Total Return)

YTD 8
1-Month 23
3-Month 16
1-Year 62
3-Year 72
5-Year 86

Load Adjusted Returns

1-Year -1.03%
3-Year 1.82%
5-Year 5.11%
10-Year 7.82%

Performance & Risk

YTD Return -2.12%
5y Average Return 4.02%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family MFS
Net Assets 1.93B
YTD Return -7.03%
Yield 0.00%
Morningstar Rating
Inception Date Oct 31, 2003

Fund Summary

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

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