MFS New Discovery Value C (NDVCX)

16.74 +0.01 (+0.06%) USD  |  May 20 2022

NDVCX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
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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 20, 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 C
19.29%
38.32%
2.12%
-3.80%
25.14%
13.80%
-11.99%
32.28%
2.61%
32.47%
-11.89%
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%
-17.67%
Undiscovered Managers Behavioral Val C
22.69%
36.43%
4.77%
2.49%
19.77%
12.41%
-16.05%
22.11%
2.59%
33.16%
-3.69%
AB Discovery Value C
17.30%
36.24%
7.86%
-6.54%
23.40%
11.85%
-15.84%
18.87%
2.28%
34.48%
-15.96%
Royce Total Return Consult
13.19%
31.38%
0.37%
-8.16%
24.73%
12.53%
-13.26%
22.18%
2.76%
24.63%
-10.89%
Columbia Small Cap Value II C
13.37%
38.80%
3.57%
-3.83%
22.38%
9.83%
-18.28%
19.41%
8.98%
32.71%
-14.30%
As of May 20, 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 C
-10.00%
-9.56%
-11.39%
-5.64%
11.10%
9.56%
11.96%
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10.34%
S&P 500 Total Return
-12.38%
-9.95%
-16.34%
-4.86%
13.04%
12.37%
13.88%
8.67%
8.71%
9.95%
Undiscovered Managers Behavioral Val C
-8.13%
-5.39%
-3.32%
-0.33%
12.54%
8.63%
11.97%
7.73%
9.48%
10.99%
AB Discovery Value C
-10.96%
-11.97%
-15.67%
-11.36%
7.47%
5.49%
9.81%
6.00%
7.83%
8.82%
Royce Total Return Consult
-8.30%
-7.26%
-11.18%
-9.13%
7.76%
6.43%
8.85%
5.48%
6.95%
9.07%
Columbia Small Cap Value II C
-11.72%
-9.47%
-16.91%
-8.24%
9.35%
6.11%
9.66%
5.89%
7.88%
7.77%
As of May 20, 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