Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTCIX (MFS TECHNOLOGY FUND I) | 4.83% | 10.44% | 26.39% | 14.05% | 17.91% | 17.73% | 14.69% | 10.07% |
Data as of 07/15/2025, AR inception is 12/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCIX (MFS TECHNOLOGY FUND I) | 12/23/1997 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.40 | 10.44 | 26.39 | 14.05 | 17.91 | 17.73 | 14.69 | 10.07 | 4.83 | 21.15 | 40.31 | -41.90 | 1.97 | 39.35 | 36.07 | 1.85 | 38.80 | 8.41 | 10.63 | 10.61 | 35.58 | 14.51 | 1.45 | 20.41 | 75.31 | -50.92 | 21.00 | 21.77 | 6.06 | 2.73 | 46.17 | -44.75 | -37.92 | -14.76 | 32.65 | 41.45 | 5.55 |
| Sharpe Ratio | NA | 0.26 | 0.93 | 0.45 | 0.70 | NA | NA | 0.29 | 0.17 | 0.58 | 1.74 | -1.23 | 0.09 | 1.10 | 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 | 1.80 | -1.00 | -0.69 | -0.35 | 0.88 | 1.27 | NA |
| Standard Deviation(%) | NA | 27.57 | 24.30 | 25.13 | 23.57 | NA | NA | 28.66 | 31.37 | 25.00 | 20.92 | 35.23 | 21.67 | 35.50 | 16.76 | 24.02 | 11.11 | 16.77 | 16.85 | 14.28 | 13.20 | 16.83 | 26.26 | 19.79 | 30.49 | 42.46 | 17.05 | 17.58 | 14.21 | 21.01 | 25.25 | 45.90 | 59.40 | 54.44 | 33.43 | 29.97 | NA |
| Draw Down(%) | NA | 25.97 | 25.97 | 42.74 | 42.74 | NA | NA | 82.78 | 25.97 | 15.23 | 9.95 | 43.63 | 19.35 | 28.89 | 9.61 | 24.70 | 5.03 | 15.66 | 11.55 | 8.26 | 5.99 | 14.04 | 19.76 | 16.86 | 16.90 | 59.40 | 9.64 | 18.86 | 15.74 | 27.42 | 16.40 | 60.05 | 64.19 | 41.11 | 18.36 | 34.32 | NA |
| Yield(%) | 0.00 | 12.50 | 12.93 | 10.13 | 13.83 | 20.32 | 20.42 | 13.34 | 0.00 | 16.61 | 13.53 | 5.98 | 12.00 | 6.80 | 2.58 | 4.76 | 4.66 | 2.00 | 3.87 | 3.57 | 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 | 0.00 | 0.00 | 0.00 | 8.39 |
Data as of 07/15/2025, AR inception is 12/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCIX (MFS TECHNOLOGY FUND I) |
-36.86%
Mar 2000 - Mar 2003 |
-20.29%
Aug 2000 - Aug 2005 |
-8.57%
Jan 1999 - Jan 2009 |
-0.30%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCIX (MFS TECHNOLOGY FUND I) |
35.67%
Feb 2009 - Feb 2012 |
29.08%
Feb 2009 - Feb 2014 |
22.38%
Feb 2009 - Feb 2019 |
20.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart