Nasdaq - Delayed Quote USD
MFS New Discovery Value B (NDVBX)
14.63
+1.08
+(7.97%)
At close: 8:01:45 PM EDT
Fund Summary
The fund normally invests its assets in equity securities. Equity securities include common stocks, equity interests in real estate investment trusts (REITs), 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 are undervalued compared to their perceived worth. MFS may invest the fund's assets in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.34% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -18.91% |
| 5y Average Return | 10.93% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NDVBX | Category Average | NDVBX | Category Average | NDVBX | Category Average | |
| Alpha | -7.54 | -0.12 | -2.34 | -0.08 | -4.84 | -0.07 |
| BETA | 1.04 | 0.01 | 1.03 | 0.01 | 1.1 | 0.01 |
| Mean Annual Return | 0.24 | 0.01 | 1.39 | 0.01 | 0.78 | 0.01 |
| R-squared | 69.84 | 0.78 | 67.81 | 0.72 | 73.05 | 0.73 |
| Standard Deviation | 21.35 | 0.28 | 21.02 | 0.23 | 19.85 | 0.2 |
| Sharpe Ratio | -0.08 | 0 | 0.66 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -3.84 | 0.06 | 12.42 | 0.09 | 5.11 | 0.08 |
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