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Mfs Technology Fund - Class A: (MF: MTCAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$59.04 USD
+1.24 (2.15%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.09 | 19 |
| 3 months | 16.09 | 19 |
| 6 months | 36.69 | 19 |
| 1 Year | 53.55 | 16 |
| 3 Year | 8.99 | 35 |
| 5 Year | 16.55 | 51 |
| 10 Year | 16.71 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 191.70 |
| Bear Market (10/07 - 2/09) | -55.65 |
| Bull Market (2/09 - 3/21) | 1,520.78 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 45.20 |
| 5 Year | 15.25 |
| 10 Year | 16.05 |
| Since Inception | 10.22 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.09 | NA | NA | NA |
| 2023 | 16.35 | 13.30 | -0.86 | 17.74 |
| 2022 | -12.39 | -21.77 | -7.88 | 1.06 |
| 2021 | -0.18 | 11.12 | -0.89 | 3.12 |
| 2020 | -10.45 | 30.74 | 12.39 | 10.98 |
| 2019 | 19.10 | 6.05 | -2.20 | 9.89 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.09 | 53.89 | -36.19 | 13.36 | 46.03 | 35.75 | 1.59 | 38.49 | 8.17 | 10.36 | 10.34 |
| % Total Return Rel to Index | 5.53 | 27.65 | -17.99 | -15.32 | 27.63 | 4.26 | 5.98 | 16.69 | -3.76 | 8.97 | -3.30 |
| % Total Return Rel to Peer | 3.49 | 6.44 | 0.89 | -4.66 | -3.35 | -2.45 | 5.45 | 4.04 | -2.49 | 6.42 | -0.09 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 2.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 | 0.85 |
| Expense Ratio | 0.00 | 1.14 | 1.13 | 1.11 | 1.16 | 1.18 | 1.22 | 1.23 | 1.26 | 1.29 | 1.32 |
* 1 = Top 20%, 5 = Bottom 20%