MNDCX
MFS New Discovery-C
$14.40
-0.10 (-0.69%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 2290.853M |
| 52 Week High | 15.1 |
| 52 Week Low | 11.84 |
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Key Data
| Symbol | MNDCX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 14.4 |
| Price Yesterday | 14.5 |
| Market Cap | 2,290.85 |
| YTD Return | 1.62% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0204 |
Overview
| 52 Week High | 15.10 |
|---|---|
| 52 Week Low | 11.84 |
| Market Cap | 2,290.85M |
| Shares Outstanding | 159.09M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -82.55% |
|---|---|
| Five Days | 11.09% |
| One Months | 0.88% |
| Three Months | -14.84% |
| Six Months | 8.56% |
| Nine Months | 17.59% |
| One Year | 5.11% |
| Three Years | -9.66% |
| Five Years | 4.22% |
| Ten Years | 7.23% |
| YTD | 3.17% |
| Since Inception | 7.14% |
Returns Total
| One Day | -0.69% |
|---|---|
| Five Days | 0.21% |
| One Month | 0.07% |
| Three Months | -3.87% |
| Six Months | 4.12% |
| Nine Months | 12.76% |
| One Year | 5.11% |
| Three Years | -26.17% |
| Five Years | 22.88% |
| Ten Years | 100.59% |
| YTD | 1.62% |
| Since Inception | 506.06% |
Yearly Returns
| 2024 | 1.62% |
|---|---|
| 2023 | 13.09% |
| 2022 | -30.34% |
| 2021 | 0.53% |
| 2020 | 43.54% |
| 2019 | 39.69% |
| 2018 | -2.36% |
| 2017 | 25.12% |
| 2016 | 7.79% |
| 2015 | -2.89% |
Risk against SP-DA
| Alpha | -26.06% |
|---|---|
| Beta | 1.11 |
| Correlation | 75.73% |
| Downside Deviation | 4.01% |
| Coefficient of determination | 57.36% |
| Standard Deviation | 4.70% |
| Sharpe Ratio | -1.45 |
| Sortino | -5.88 |
| Treynor | -0.24 |
| Ulcer Index | 6.8 |
| Ulcer Performance Index | -3.47 |