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MTCIX: MFS TECHNOLOGY FUND I (MUTUAL FUND)
Basic Info 74.2 0.71(0.95%) July 11
| Asset Class: | Technology |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 12/23/1997 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 12.54% |
| Expenses | 1.14% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/23/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 4.2 | 10.5 | 25.8 | 13.5 | 18.0 | 17.9 | 14.8 | 9.9 | 21.2 | 40.3 | -41.9 | 2.0 | 39.3 | 36.1 | 1.9 | 38.8 | 8.4 | 10.6 | 10.6 | 35.6 | 14.5 | 1.4 | 20.4 | 75.3 | -50.9 | 21.0 | 21.8 | 6.1 | 2.7 | 46.2 | -44.7 | -37.9 | -14.8 | 32.7 | 41.5 | 5.6 |
| Sharpe Ratio | NA | 0.17 | 0.26 | 0.93 | 0.45 | 0.7 | NA | NA | 0.29 | 0.58 | 1.74 | -1.23 | 0.09 | 1.1 | 2.07 | 0.02 | 3.45 | 0.49 | 0.63 | 0.74 | 2.69 | 0.87 | 0.05 | 1.03 | 2.47 | -1.22 | 1.06 | 1.06 | 0.27 | 0.09 | 1.8 | -1.0 | -0.69 | -0.35 | 0.88 | 1.27 | NA |
| Draw Down(%) | NA | 26.0 | 26.0 | 26.0 | 42.7 | 42.7 | NA | NA | 82.8 | 15.2 | 10.0 | 43.6 | 19.3 | 28.9 | 9.6 | 24.7 | 5.0 | 15.7 | 11.5 | 8.3 | 6.0 | 14.0 | 19.8 | 16.9 | 16.9 | 59.4 | 9.6 | 18.9 | 15.7 | 27.4 | 16.4 | 60.0 | 64.2 | 41.1 | 18.4 | 34.3 | NA |
| Standard Deviation(%) | NA | 31.4 | 27.6 | 24.3 | 25.1 | 23.6 | NA | NA | 28.7 | 25.0 | 20.9 | 35.2 | 21.7 | 35.5 | 16.8 | 24.0 | 11.1 | 16.8 | 16.8 | 14.3 | 13.2 | 16.8 | 26.3 | 19.8 | 30.5 | 42.5 | 17.1 | 17.6 | 14.2 | 21.0 | 25.3 | 45.9 | 59.4 | 54.4 | 33.4 | 30.0 | NA |
| Treynor Ratio | NA | 0.06 | 0.08 | 0.24 | 0.12 | 0.18 | NA | NA | 0.09 | 0.15 | 0.38 | -0.45 | 0.02 | 0.48 | 0.4 | 0.01 | 0.4 | 0.08 | 0.12 | 0.11 | 0.36 | 0.15 | 0.01 | 0.21 | 0.71 | -0.52 | 0.2 | 0.18 | 0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | NA | NA | 0.01 | -0.02 | -0.02 | -0.08 | -0.08 | 0.01 | -0.02 | 0.0 | 0.01 | -0.02 | 0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.06 | 0.02 | 0.04 | 0.01 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.88 | 0.89 | 0.92 | 0.94 | 0.92 | NA | NA | 0.96 | 0.96 | 0.95 | 0.97 | 0.88 | 0.81 | 0.87 | 1.0 | 0.96 | 0.97 | 0.91 | 0.98 | 1.0 | 1.0 | 1.02 | 0.95 | 1.05 | 1.0 | 0.92 | 1.03 | 0.98 | 1.02 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.96 | 0.96 | 0.94 | 0.94 | 0.94 | NA | NA | 0.47 | 0.73 | 0.74 | 0.89 | 0.67 | 0.85 | 0.88 | 0.94 | 0.93 | 0.93 | 0.94 | 0.92 | 0.91 | 0.95 | 0.96 | 0.93 | 0.93 | 0.93 | 0.91 | 0.84 | 0.85 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.0 | 12.6 | 12.8 | 10.2 | 13.9 | 20.8 | 20.8 | N/A | 16.6 | 13.5 | 6.0 | 12.0 | 6.8 | 2.6 | 4.8 | 4.7 | 2.0 | 3.9 | 3.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.4 |
| Dividend Growth(%) | N/A | -100.0 | 67.9 | 52.2 | 444.0 | 4279.4 | N/A | N/A | N/A | 67.9 | 31.0 | -48.1 | 137.6 | 257.3 | -48.0 | 37.7 | 156.2 | -45.9 | 16.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/1997
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See Technology Asset Class Trend Rankings |
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