Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTCAX (MFS TECHNOLOGY FUND A) | 21.36% | 42.27% | 31.92% | 15.87% | 20.20% | 17.95% | 15.63% | … | … |
Data as of 06/03/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCAX (MFS TECHNOLOGY FUND A) | 12/22/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 5.34 | 42.27 | 31.92 | 15.87 | 20.20 | 17.95 | 15.63 | … | … | 21.36 | 16.12 | 36.32 | 54.05 | -36.36 | 13.87 | 46.07 | 35.76 | 1.59 | 38.47 | 8.16 | 10.37 | 10.34 | 35.25 | 14.18 | 1.23 | 20.11 | 74.75 | -51.05 | 20.47 | 21.36 | 5.75 | 2.33 | 45.87 | -45.01 | -38.08 | -13.41 | 32.61 | 41.37 | 3.67 |
| Sharpe Ratio | NA | 1.65 | 1.18 | 0.49 | 0.76 | NA | NA | … | … | 1.65 | 0.51 | 1.53 | 2.68 | -1.14 | 0.67 | 1.29 | 2.05 | 0.01 | 3.42 | 0.47 | 0.61 | 0.72 | 2.67 | 0.85 | 0.05 | 1.01 | 2.45 | -1.22 | 1.02 | 1.02 | 0.25 | 0.06 | 1.79 | -1.00 | -0.69 | -0.32 | 0.88 | 1.27 | 12.93 |
| Standard Deviation(%) | NA | 20.28 | 22.69 | 24.63 | 23.68 | NA | NA | … | … | 24.08 | 25.94 | 21.33 | 19.02 | 33.35 | 20.71 | 35.22 | 16.75 | 24.01 | 11.10 | 16.82 | 16.85 | 14.28 | 13.19 | 16.75 | 26.23 | 19.84 | 30.47 | 42.45 | 17.06 | 17.61 | 14.16 | 21.06 | 25.28 | 45.98 | 59.43 | 54.47 | 33.39 | 29.92 | 27.01 |
| Draw Down(%) | NA | 18.66 | 26.02 | 42.87 | 42.87 | NA | NA | … | … | 16.37 | 26.02 | 14.62 | 10.03 | 40.09 | 12.36 | 28.92 | 9.66 | 24.75 | 5.04 | 15.67 | 11.56 | 8.33 | 6.00 | 14.08 | 19.88 | 16.90 | 16.84 | 59.44 | 9.64 | 18.89 | 15.74 | 27.59 | 16.47 | 60.15 | 64.27 | 39.43 | 18.37 | 34.32 | 2.15 |
| Yield(%) | 0.00 | 16.24 | 17.27 | 11.30 | 17.33 | 21.14 | 24.32 | … | … | 0.00 | 16.05 | 18.69 | 15.02 | 6.55 | 12.99 | 7.32 | 2.77 | 5.08 | 4.95 | 2.12 | 4.07 | 3.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.33 | 0.00 | 0.00 | 7.60 |
Data as of 06/03/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCAX (MFS TECHNOLOGY FUND A) |
-36.70%
Mar 2000 – Mar 2003 |
-20.26%
Aug 2000 – Aug 2005 |
-8.69%
Jan 1999 – Jan 2009 |
-0.48%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCAX (MFS TECHNOLOGY FUND A) |
35.34%
Feb 2009 – Feb 2012 |
28.77%
Feb 2009 – Feb 2014 |
22.08%
Feb 2009 – Feb 2019 |
20.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart