Mfs Technology Fund - Class A: (MF: MTCAX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$64.34 USD
+0.66 (1.04%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -2.24 | 66 |
3 months | -0.39 | 76 |
6 months | -1.02 | 47 |
1 Year | 14.39 | 53 |
3 Year | 20.25 | 39 |
5 Year | 14.34 | 56 |
10 Year | 16.76 | 39 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 191.70 |
Bear Market (10/07 - 2/09) | -55.65 |
Bull Market (2/09 - 3/21) | 1,878.35 |
Load Adjusted Returns as of May 31, 2025
1 Year | -2.08 |
5 Year | 15.59 |
10 Year | 15.30 |
Since Inception | 9.97 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -11.91 | NA | NA | NA |
2024 | 16.09 | 8.87 | 1.51 | 6.35 |
2023 | 16.35 | 13.30 | -0.86 | 17.74 |
2022 | -12.39 | -21.77 | -7.88 | 1.06 |
2021 | -0.18 | 11.12 | -0.89 | 3.12 |
2020 | -10.45 | 30.74 | 12.39 | 10.98 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -2.24 | 36.46 | 53.89 | -36.19 | 13.36 | 46.03 | 35.75 | 1.59 | 38.49 | 8.17 | 10.36 |
% Total Return Rel to Index | -3.30 | 11.44 | 27.65 | -17.99 | -15.32 | 27.63 | 4.26 | 5.98 | 16.69 | -3.76 | 8.97 |
% Total Return Rel to Peer | -2.34 | 6.42 | 6.44 | 0.89 | -4.66 | -3.35 | -2.45 | 5.45 | 4.04 | -2.49 | 6.42 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 2.00 | 3.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 9.53 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 |
Expense Ratio | 1.10 | 1.13 | 1.14 | 1.13 | 1.11 | 1.16 | 1.18 | 1.22 | 1.23 | 1.26 | 1.29 |
* 1 = Top 20%, 5 = Bottom 20%