Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTCKX (MFS TECHNOLOGY FUND R1) | 19.89% | 38.59% | 30.54% | 14.46% | 19.15% | 17.09% | 14.72% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCKX (MFS TECHNOLOGY FUND R1) | 04/08/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 38.59 | 30.54 | 14.46 | 19.15 | 17.09 | 14.72 | … | … | 19.89 | 15.25 | 35.25 | 52.97 | -36.88 | 13.12 | 44.99 | 34.72 | 0.86 | 37.41 | 7.32 | 9.58 | 9.50 | 34.24 | 13.32 | 0.44 | 19.19 | 73.40 | -51.37 | 19.63 | 20.45 | 16.94 |
| Sharpe Ratio | NA | 1.85 | 1.20 | 0.48 | 0.73 | NA | NA | … | … | 2.02 | 0.48 | 1.48 | 2.62 | -1.15 | 0.63 | 1.27 | 1.98 | -0.02 | 3.32 | 0.42 | 0.57 | 0.66 | 2.59 | 0.80 | 0.02 | 0.97 | 2.40 | -1.23 | 0.97 | 0.97 | 1.57 |
| Standard Deviation(%) | NA | 20.30 | 22.67 | 24.63 | 23.67 | NA | NA | … | … | 24.02 | 25.90 | 21.34 | 19.00 | 33.36 | 20.72 | 35.17 | 16.77 | 24.03 | 11.12 | 16.80 | 16.87 | 14.30 | 13.20 | 16.76 | 26.54 | 19.78 | 30.51 | 42.31 | 17.08 | 17.61 | 13.55 |
| Draw Down(%) | NA | 18.92 | 26.12 | 43.22 | 43.22 | NA | NA | … | … | 16.47 | 26.12 | 14.69 | 10.21 | 40.46 | 12.39 | 28.94 | 9.77 | 24.95 | 5.07 | 15.74 | 11.65 | 8.45 | 6.08 | 14.19 | 20.20 | 17.05 | 17.03 | 59.57 | 9.73 | 19.05 | 6.37 |
| Yield(%) | 0.00 | 23.23 | 22.46 | 13.48 | 19.51 | 23.07 | 25.29 | … | … | 0.00 | 23.11 | 25.28 | 19.48 | 8.19 | 15.68 | 8.67 | 3.24 | 5.86 | 5.63 | 2.38 | 4.54 | 4.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCKX (MFS TECHNOLOGY FUND R1) |
-14.06%
Feb 2006 – Feb 2009 |
0.47%
Oct 2007 – Oct 2012 |
8.61%
Feb 2006 – Feb 2016 |
9.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCKX (MFS TECHNOLOGY FUND R1) |
34.34%
Feb 2009 – Feb 2012 |
27.82%
Feb 2009 – Feb 2014 |
21.17%
Feb 2009 – Feb 2019 |
19.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart