MFS New Discovery Value A (NDVAX)

19.19 +0.40 (+2.13%) USD  |  May 27 2022

NDVAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MFS New Discovery Value A
20.15%
39.30%
2.91%
-3.12%
26.13%
14.65%
-11.34%
33.27%
3.40%
33.45%
-5.79%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.21%
AB Discovery Value A
18.06%
37.22%
8.61%
-5.89%
24.38%
12.71%
-15.22%
19.74%
3.11%
35.44%
-9.79%
Columbia Small Cap Value II A
14.23%
39.85%
4.31%
-3.14%
23.39%
10.63%
-17.69%
20.35%
9.85%
33.70%
-7.48%
PACE Small/Medium Co Value Equity A
18.22%
35.39%
5.47%
-3.17%
22.67%
9.19%
-16.80%
25.62%
11.86%
25.51%
-7.20%
JPMorgan Small Cap Value A
20.18%
36.16%
4.00%
-7.79%
29.86%
2.89%
-14.27%
18.82%
5.79%
32.31%
-7.70%
As of May 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS New Discovery Value A
3.01%
-4.43%
-2.50%
-0.58%
14.92%
11.57%
13.25%
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11.80%
S&P 500 Total Return
-0.43%
-4.79%
-8.81%
0.41%
15.66%
13.49%
14.41%
9.16%
9.10%
10.16%
AB Discovery Value A
2.66%
-6.30%
-7.11%
-6.70%
11.20%
7.54%
11.04%
7.27%
8.96%
9.95%
Columbia Small Cap Value II A
1.90%
-3.70%
-7.00%
-3.04%
13.42%
8.35%
11.06%
7.20%
9.16%
8.97%
PACE Small/Medium Co Value Equity A
1.60%
-3.32%
-4.44%
-6.80%
12.87%
8.42%
10.97%
6.55%
7.23%
8.50%
JPMorgan Small Cap Value A
1.74%
-3.34%
-5.55%
-5.82%
12.20%
7.36%
10.24%
6.34%
7.79%
10.12%
As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022