Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) | 4.25% | 10.78% | 25.42% | 13.89% | 17.47% | 17.73% | 14.36% | 13.42% |
Data as of 07/02/2025, AR inception is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) | 11/03/2003 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 10.78 | 25.42 | 13.89 | 17.47 | 17.73 | 14.36 | 13.42 | 4.25 | 16.80 | 36.65 | -43.25 | -0.34 | 37.65 | 35.39 | 1.35 | 38.08 | 7.88 | 10.09 | 10.07 | 34.89 | 13.92 | 0.98 | 19.77 | 74.31 | -51.11 | 20.15 | 20.95 | 5.47 | 1.90 | 0.34 |
| Sharpe Ratio | NA | 0.30 | 0.86 | 0.51 | 0.67 | NA | NA | 0.51 | 0.17 | 0.38 | 1.49 | -1.25 | -0.02 | 1.05 | 2.03 | 0.00 | 3.39 | 0.46 | 0.60 | 0.70 | 2.64 | 0.83 | 0.04 | 0.99 | 2.43 | -1.22 | 1.01 | 1.01 | 0.23 | 0.05 | 0.07 |
| Standard Deviation(%) | NA | 27.67 | 24.44 | 25.18 | 23.60 | NA | NA | 23.03 | 32.37 | 26.80 | 21.90 | 35.89 | 22.36 | 35.62 | 16.77 | 24.01 | 11.11 | 16.80 | 16.86 | 14.32 | 13.19 | 16.77 | 26.56 | 19.84 | 30.52 | 42.36 | 17.14 | 17.64 | 14.28 | 20.99 | 20.52 |
| Draw Down(%) | NA | 26.06 | 26.06 | 42.98 | 42.98 | NA | NA | 61.00 | 26.06 | 17.89 | 10.15 | 44.94 | 20.83 | 28.92 | 9.71 | 24.83 | 5.05 | 15.71 | 11.62 | 8.38 | 6.00 | 14.10 | 19.96 | 16.96 | 16.89 | 59.53 | 9.71 | 18.93 | 15.86 | 27.77 | 6.06 |
| Yield(%) | 0.00 | 15.68 | 15.18 | 11.78 | 15.33 | 23.32 | 22.11 | 20.26 | 0.00 | 20.54 | 16.30 | 7.04 | 13.80 | 7.73 | 2.91 | 5.31 | 5.15 | 2.20 | 4.22 | 3.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) |
-13.59%
Feb 2006 - Feb 2009 |
-6.67%
Feb 2004 - Feb 2009 |
8.69%
Jan 2004 - Jan 2014 |
9.68%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) |
35.00%
Feb 2009 - Feb 2012 |
28.45%
Feb 2009 - Feb 2014 |
21.77%
Feb 2009 - Feb 2019 |
19.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart