Back to top
Mfs Technology Fund Cl R2: (MF: MTERX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$50.52 USD
-0.47 (-0.92%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -11.96 | 51 |
| 3 months | -11.96 | 51 |
| 6 months | -6.43 | 50 |
| 1 Year | 3.30 | 32 |
| 3 Year | 10.18 | 27 |
| 5 Year | 16.60 | 58 |
| 10 Year | 15.65 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.75 |
| Bull Market (2/09 - 3/21) | 1,800.13 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.29 |
| 5 Year | 16.59 |
| 10 Year | 15.65 |
| Since Inception | 12.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -11.96 | NA | NA | NA |
| 2024 | 16.04 | 8.79 | 1.46 | 6.28 |
| 2023 | 16.25 | 13.26 | -0.93 | 17.66 |
| 2022 | -12.45 | -21.82 | -7.94 | 1.01 |
| 2021 | -0.24 | 11.05 | -0.96 | 3.07 |
| 2020 | -10.50 | 30.65 | 12.33 | 10.90 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -11.96 | 36.16 | 53.47 | -36.35 | 13.08 | 45.67 | 35.38 | 1.35 | 38.10 | 7.89 | 10.08 |
| % Total Return Rel to Index | -7.70 | 11.14 | 27.23 | -18.15 | -15.60 | 27.27 | 3.89 | 5.74 | 16.30 | -4.04 | 8.69 |
| % Total Return Rel to Peer | -1.58 | 6.12 | 6.02 | 0.73 | -4.94 | -3.71 | -2.82 | 5.21 | 3.64 | -2.78 | 6.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 9.53 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 |
| Expense Ratio | 0.00 | 1.37 | 1.39 | 1.38 | 1.36 | 1.42 | 1.43 | 1.48 | 1.49 | 1.51 | 1.54 |
* 1 = Top 20%, 5 = Bottom 20%