Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTCJX (MFS TECHNOLOGY FUND R4) | 11.10% | 28.19% | 28.03% | 13.38% | 19.49% | 17.86% | 15.74% | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCJX (MFS TECHNOLOGY FUND R4) | 04/07/2005 | 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 | 28.19 | 28.03 | 13.38 | 19.49 | 17.86 | 15.74 | … | … | 11.10 | 16.40 | 36.69 | 54.43 | -36.19 | 14.13 | 46.43 | 36.08 | 1.85 | 38.81 | 8.40 | 10.65 | 10.61 | 35.53 | 14.51 | 1.48 | 20.40 | 75.18 | -50.87 | 20.79 | 21.72 | 16.89 |
| Sharpe Ratio | NA | 1.39 | 1.13 | 0.47 | 0.76 | NA | NA | … | … | 1.24 | 0.52 | 1.55 | 2.70 | -1.13 | 0.68 | 1.31 | 2.06 | 0.02 | 3.45 | 0.48 | 0.63 | 0.74 | 2.69 | 0.87 | 0.05 | 1.02 | 2.46 | -1.22 | 1.04 | 1.05 | 1.57 |
| Standard Deviation(%) | NA | 21.33 | 22.97 | 24.77 | 23.76 | NA | NA | … | … | 25.58 | 25.90 | 21.33 | 19.01 | 33.33 | 20.71 | 35.19 | 16.77 | 24.03 | 11.10 | 16.88 | 16.84 | 14.31 | 13.19 | 16.76 | 26.57 | 19.88 | 30.56 | 42.34 | 17.06 | 17.59 | 13.50 |
| Draw Down(%) | NA | 18.60 | 25.98 | 42.75 | 42.75 | NA | NA | … | … | 16.33 | 25.98 | 14.62 | 9.98 | 39.96 | 12.34 | 28.89 | 9.62 | 24.68 | 5.03 | 15.64 | 11.53 | 8.29 | 5.97 | 14.03 | 19.74 | 16.89 | 16.79 | 59.39 | 9.65 | 18.91 | 7.07 |
| Yield(%) | 0.00 | 14.54 | 15.99 | 10.40 | 16.89 | 21.62 | 25.67 | … | … | 0.00 | 14.63 | 17.28 | 14.03 | 6.18 | 12.36 | 6.99 | 2.65 | 4.89 | 4.78 | 2.05 | 3.97 | 3.66 | 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 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCJX (MFS TECHNOLOGY FUND R4) |
-13.15%
Feb 2006 – Feb 2009 |
1.51%
Oct 2007 – Oct 2012 |
9.71%
Feb 2006 – Feb 2016 |
10.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCJX (MFS TECHNOLOGY FUND R4) |
35.67%
Feb 2009 – Feb 2012 |
29.08%
Feb 2009 – Feb 2014 |
22.38%
Feb 2009 – Feb 2019 |
20.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart