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Mfs Technology Fund Class R1: (MF: MTCKX)
(NASDAQ Mutual Funds) As of Jul 1, 2025 08:00 PM ET
$44.56 USD
-0.50 (-1.11%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.55 | 72 |
| 3 months | -0.56 | 78 |
| 6 months | -1.39 | 53 |
| 1 Year | 13.53 | 58 |
| 3 Year | 19.35 | 48 |
| 5 Year | 13.49 | 65 |
| 10 Year | 15.88 | 49 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -56.08 |
| Bull Market (2/09 - 3/21) | 1,656.03 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 2.78 |
| 5 Year | 16.02 |
| 10 Year | 15.08 |
| Since Inception | 13.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -12.07 | NA | NA | NA |
| 2024 | 15.88 | 8.65 | 1.35 | 6.14 |
| 2023 | 16.12 | 13.11 | -1.04 | 17.53 |
| 2022 | -12.56 | -21.91 | -8.04 | 0.87 |
| 2021 | -0.37 | 10.91 | -1.08 | 2.92 |
| 2020 | -10.63 | 30.51 | 12.17 | 10.78 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.55 | 35.46 | 52.76 | -36.67 | 12.49 | 44.94 | 34.71 | 0.86 | 37.43 | 7.34 | 9.57 |
| % Total Return Rel to Index | -3.61 | 10.44 | 26.51 | -18.46 | -16.19 | 26.54 | 3.22 | 5.25 | 15.64 | -4.59 | 8.18 |
| % Total Return Rel to Peer | -2.65 | 5.42 | 5.30 | 0.41 | -5.53 | -4.44 | -3.50 | 4.72 | 2.98 | -3.33 | 5.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 9.53 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 |
| Expense Ratio | 1.86 | 1.88 | 1.89 | 1.88 | 1.86 | 1.91 | 1.93 | 1.98 | 1.98 | 2.01 | 2.04 |
* 1 = Top 20%, 5 = Bottom 20%