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MTCAX: MFS TECHNOLOGY FUND A (MUTUAL FUND)
Basic Info 74.51 0.67(0.89%) June 04
| Asset Class: | Technology |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 16.48% |
| Expenses | 0.88% |
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Performance Analytics (As of 05/27/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 20.3 | 39.6 | 31.9 | 15.4 | 20.1 | 17.9 | 15.5 | 10.4 | 16.1 | 36.3 | 54.1 | -36.4 | 13.9 | 46.1 | 35.8 | 1.6 | 38.5 | 8.2 | 10.4 | 10.3 | 35.2 | 14.2 | 1.2 | 20.1 | 74.7 | -51.1 | 20.5 | 21.4 | 5.8 | 2.3 | 45.9 | -45.0 | -38.1 | -13.4 | 32.6 | 41.4 | 3.7 |
| Sharpe Ratio | NA | 1.65 | 1.65 | 1.18 | 0.49 | 0.76 | NA | NA | 0.31 | 0.51 | 1.53 | 2.68 | -1.14 | 0.67 | 1.29 | 2.05 | 0.01 | 3.42 | 0.47 | 0.61 | 0.72 | 2.67 | 0.85 | 0.05 | 1.01 | 2.45 | -1.22 | 1.02 | 1.02 | 0.25 | 0.06 | 1.79 | -1.0 | -0.69 | -0.32 | 0.88 | 1.27 | 12.93 |
| Draw Down(%) | NA | 16.4 | 18.7 | 26.0 | 42.9 | 42.9 | NA | NA | 82.4 | 26.0 | 14.6 | 10.0 | 40.1 | 12.4 | 28.9 | 9.7 | 24.8 | 5.0 | 15.7 | 11.6 | 8.3 | 6.0 | 14.1 | 19.9 | 16.9 | 16.8 | 59.4 | 9.6 | 18.9 | 15.7 | 27.6 | 16.5 | 60.1 | 64.3 | 39.4 | 18.4 | 34.3 | 2.1 |
| Standard Deviation(%) | NA | 24.1 | 20.3 | 22.7 | 24.6 | 23.7 | NA | NA | 28.5 | 25.9 | 21.3 | 19.0 | 33.3 | 20.7 | 35.2 | 16.8 | 24.0 | 11.1 | 16.8 | 16.9 | 14.3 | 13.2 | 16.8 | 26.2 | 19.8 | 30.5 | 42.5 | 17.1 | 17.6 | 14.2 | 21.1 | 25.3 | 46.0 | 59.4 | 54.5 | 33.4 | 29.9 | 27.0 |
| Treynor Ratio | NA | 0.41 | 0.35 | 0.29 | 0.13 | 0.19 | NA | NA | 0.09 | 0.15 | 0.35 | 0.53 | -0.4 | 0.14 | 0.53 | 0.39 | 0.0 | 0.4 | 0.08 | 0.11 | 0.11 | 0.35 | 0.14 | 0.01 | 0.21 | 0.71 | -0.52 | 0.19 | 0.17 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | -0.04 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | 0.03 | 0.01 | -0.05 | -0.05 | 0.02 | -0.02 | 0.0 | 0.01 | -0.02 | 0.02 | -0.03 | 0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.06 | 0.02 | 0.04 | 0.01 | 0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.98 | 0.95 | 0.93 | 0.94 | 0.92 | NA | NA | 0.96 | 0.89 | 0.94 | 0.96 | 0.96 | 0.98 | 0.86 | 0.87 | 1.0 | 0.96 | 0.97 | 0.91 | 0.98 | 1.0 | 0.99 | 1.02 | 0.95 | 1.05 | 1.0 | 0.92 | 1.03 | 0.99 | 1.03 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.92 | 0.93 | 0.94 | 0.94 | NA | NA | 0.47 | 0.95 | 0.93 | 0.91 | 0.96 | 0.9 | 0.96 | 0.88 | 0.94 | 0.93 | 0.93 | 0.94 | 0.92 | 0.91 | 0.95 | 0.96 | 0.93 | 0.93 | 0.93 | 0.91 | 0.84 | 0.86 | 0.85 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 16.1 | 17.3 | 11.1 | 17.3 | 21.4 | 24.3 | N/A | 16.0 | 18.7 | 15.0 | 6.6 | 13.0 | 7.3 | 2.8 | 5.1 | 4.9 | 2.1 | 4.1 | 3.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.3 | 0.0 | 0.0 | 7.6 |
| Dividend Growth(%) | N/A | -100.0 | 4.7 | 55.5 | 356.6 | 2409.1 | N/A | N/A | N/A | 4.7 | 67.8 | 31.0 | -48.1 | 137.6 | 257.4 | -48.0 | 37.7 | 156.2 | -45.9 | 16.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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See Technology Asset Class Trend Rankings |
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