Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTCHX (MFS TECHNOLOGY FUND R3) | 10.99% | 27.88% | 27.71% | 13.10% | 19.19% | 17.56% | 15.45% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCHX (MFS TECHNOLOGY FUND R3) | 04/08/2005 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.55 | 27.88 | 27.71 | 13.10 | 19.19 | 17.56 | 15.45 | … | … | 10.99 | 16.10 | 36.31 | 54.04 | -36.36 | 13.87 | 46.08 | 35.75 | 1.59 | 38.44 | 8.17 | 10.37 | 10.29 | 35.25 | 14.26 | 1.16 | 20.11 | 74.75 | -50.98 | 20.41 | 21.25 | 17.49 |
| Sharpe Ratio | NA | 1.37 | 1.12 | 0.46 | 0.75 | NA | NA | … | … | 1.23 | 0.51 | 1.53 | 2.68 | -1.14 | 0.67 | 1.30 | 2.05 | 0.01 | 3.42 | 0.47 | 0.61 | 0.72 | 2.67 | 0.86 | 0.04 | 1.01 | 2.45 | -1.22 | 1.01 | 1.02 | 1.63 |
| Standard Deviation(%) | NA | 21.34 | 22.98 | 24.78 | 23.75 | NA | NA | … | … | 25.59 | 25.91 | 21.34 | 19.00 | 33.34 | 20.71 | 35.20 | 16.76 | 24.00 | 11.11 | 16.80 | 16.84 | 14.35 | 13.20 | 16.74 | 26.54 | 19.86 | 30.47 | 42.37 | 17.09 | 17.65 | 13.58 |
| Draw Down(%) | NA | 18.69 | 26.01 | 42.87 | 42.87 | NA | NA | … | … | 16.37 | 26.01 | 14.64 | 10.02 | 40.08 | 12.35 | 28.90 | 9.64 | 24.74 | 5.04 | 15.68 | 11.60 | 8.33 | 6.00 | 14.08 | 19.83 | 16.92 | 16.86 | 59.48 | 9.72 | 18.89 | 6.39 |
| Yield(%) | 0.00 | 15.98 | 17.15 | 10.96 | 17.43 | 22.01 | 25.78 | … | … | 0.00 | 16.07 | 18.71 | 15.04 | 6.56 | 13.00 | 7.32 | 2.77 | 5.08 | 4.95 | 2.12 | 4.08 | 3.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCHX (MFS TECHNOLOGY FUND R3) |
-13.41%
Feb 2006 – Feb 2009 |
1.24%
Oct 2007 – Oct 2012 |
9.42%
Feb 2006 – Feb 2016 |
9.95%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCHX (MFS TECHNOLOGY FUND R3) |
35.31%
Feb 2009 – Feb 2012 |
28.77%
Feb 2009 – Feb 2014 |
22.07%
Feb 2009 – Feb 2019 |
20.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart