Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTCLX (MFS TECHNOLOGY FUND R6) | 20.46% | 40.12% | 31.98% | 15.71% | 20.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCLX (MFS TECHNOLOGY FUND R6) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.77 | 40.12 | 31.98 | 15.71 | 20.45 | NA | NA | … | … | 20.46 | 16.50 | 36.82 | 54.55 | -36.11 | 14.19 | 46.59 | 36.23 | 1.94 | 38.90 | 8.53 | 10.77 | 10.68 | 32.82 |
| Sharpe Ratio | NA | 1.92 | 1.26 | 0.53 | 0.79 | NA | NA | … | … | 2.09 | 0.53 | 1.56 | 2.70 | -1.13 | 0.68 | 1.31 | 2.07 | 0.02 | 3.46 | 0.49 | 0.64 | 0.74 | 2.58 |
| Standard Deviation(%) | NA | 20.31 | 22.67 | 24.62 | 23.66 | NA | NA | … | … | 24.03 | 25.89 | 21.34 | 19.01 | 33.34 | 20.71 | 35.18 | 16.79 | 24.00 | 11.10 | 16.84 | 16.85 | 14.32 | 12.83 |
| Draw Down(%) | NA | 18.55 | 25.96 | 42.70 | 42.70 | NA | NA | … | … | 16.31 | 25.96 | 14.61 | 9.93 | 39.90 | 12.34 | 28.88 | 9.60 | 24.67 | 5.03 | 15.65 | 11.56 | 8.25 | 5.94 |
| Yield(%) | 0.00 | 13.73 | 15.32 | 10.17 | 16.25 | 17.71 | 13.28 | … | … | 0.00 | 13.72 | 16.34 | 13.35 | 5.91 | 11.89 | 6.75 | 2.56 | 4.74 | 4.64 | 1.99 | 3.86 | 3.57 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCLX (MFS TECHNOLOGY FUND R6) |
2.03%
Sep 2020 – Sep 2023 |
7.96%
Feb 2018 – Feb 2023 |
14.41%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCLX (MFS TECHNOLOGY FUND R6) |
35.63%
Oct 2022 – Oct 2025 |
27.82%
Feb 2016 – Feb 2021 |
20.30%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart