Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTCBX (MFS TECHNOLOGY FUND B) | 14.50% | 31.88% | 29.07% | 13.30% | 18.53% | 16.85% | 14.66% | … | … |
Data as of 06/08/2026, Common starting date is 07/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCBX (MFS TECHNOLOGY FUND B) | 07/31/2000 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.41 | 31.88 | 29.07 | 13.30 | 18.53 | 16.85 | 14.66 | … | … | 14.50 | -6.31 | 11.78 | 32.80 | -44.66 | -2.67 | 35.99 | 34.71 | 0.86 | 37.38 | 7.39 | 9.49 | 9.56 | 34.17 | 13.35 | 0.51 | 19.13 | 73.48 | -51.36 | 19.77 | 20.53 | 5.15 | 1.59 | 44.98 | -45.32 | -38.64 | -19.00 |
| Sharpe Ratio | NA | 1.78 | 1.20 | 0.48 | 0.74 | NA | NA | … | … | 2.11 | -0.27 | 0.18 | 1.24 | -1.26 | -0.12 | 1.00 | 1.99 | -0.02 | 3.33 | 0.43 | 0.56 | 0.67 | 2.59 | 0.80 | 0.02 | 0.96 | 2.41 | -1.23 | 0.99 | 0.99 | 0.21 | 0.03 | 1.75 | -1.01 | -0.70 | -0.73 |
| Standard Deviation(%) | NA | 20.44 | 22.71 | 24.64 | 23.68 | NA | NA | … | … | 23.80 | 34.45 | 29.31 | 23.20 | 36.69 | 23.19 | 35.71 | 16.75 | 24.03 | 11.09 | 16.76 | 16.88 | 14.35 | 13.18 | 16.79 | 26.22 | 19.82 | 30.50 | 42.47 | 17.08 | 17.59 | 14.23 | 21.02 | 25.27 | 45.99 | 59.40 | 59.47 |
| Draw Down(%) | NA | 18.92 | 26.14 | 43.22 | 43.22 | NA | NA | … | … | 16.46 | 26.71 | 21.00 | 12.29 | 46.30 | 22.32 | 28.94 | 9.78 | 24.92 | 5.05 | 15.73 | 11.65 | 8.46 | 6.06 | 14.15 | 20.20 | 17.00 | 16.99 | 59.64 | 9.70 | 19.03 | 15.88 | 27.83 | 16.47 | 60.33 | 64.46 | 39.53 |
| Yield(%) | 0.00 | 22.95 | 22.59 | 13.35 | 19.33 | 23.36 | 26.15 | … | … | 0.00 | 22.91 | 25.10 | 19.36 | 8.15 | 15.61 | 8.63 | 3.23 | 5.83 | 5.61 | 2.37 | 4.52 | 4.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.96 |
Data as of 06/08/2026, Common starting date is 07/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCBX (MFS TECHNOLOGY FUND B) |
-33.30%
Aug 2000 – Aug 2003 |
-20.78%
Aug 2000 – Aug 2005 |
-8.70%
Aug 2000 – Aug 2010 |
-1.17%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCBX (MFS TECHNOLOGY FUND B) |
34.28%
Feb 2009 – Feb 2012 |
27.79%
Feb 2009 – Feb 2014 |
21.15%
Feb 2009 – Feb 2019 |
19.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart