Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) | 13.13% | 30.65% | 28.97% | 13.58% | 18.97% | 17.30% | 15.14% | … | … |
Data as of 06/09/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) | 11/03/2003 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.46 | 30.65 | 28.97 | 13.58 | 18.97 | 17.30 | 15.14 | … | … | 13.13 | 15.80 | 35.99 | 53.65 | -36.53 | 13.63 | 45.72 | 35.39 | 1.35 | 38.08 | 7.88 | 10.09 | 10.07 | 34.89 | 13.92 | 0.98 | 19.77 | 74.31 | -51.11 | 20.15 | 20.95 | 5.47 | 1.90 | 0.34 |
| Sharpe Ratio | NA | 1.36 | 1.10 | 0.45 | 0.73 | NA | NA | … | … | 1.22 | 0.50 | 1.52 | 2.66 | -1.14 | 0.66 | 1.29 | 2.02 | 0.00 | 3.38 | 0.46 | 0.60 | 0.70 | 2.64 | 0.83 | 0.04 | 0.99 | 2.43 | -1.23 | 1.00 | 1.00 | 0.22 | 0.04 | 0.07 |
| Standard Deviation(%) | NA | 21.33 | 22.97 | 24.78 | 23.76 | NA | NA | … | … | 25.58 | 25.91 | 21.34 | 19.01 | 33.34 | 20.72 | 35.21 | 16.77 | 24.01 | 11.11 | 16.80 | 16.86 | 14.32 | 13.19 | 16.77 | 26.56 | 19.84 | 30.52 | 42.36 | 17.14 | 17.64 | 14.28 | 20.99 | 20.52 |
| Draw Down(%) | NA | 18.76 | 26.06 | 42.98 | 42.98 | NA | NA | … | … | 16.40 | 26.06 | 14.65 | 10.08 | 40.20 | 12.36 | 28.92 | 9.71 | 24.83 | 5.05 | 15.71 | 11.62 | 8.38 | 6.00 | 14.10 | 19.96 | 16.96 | 16.89 | 59.53 | 9.71 | 18.93 | 15.86 | 27.77 | 6.06 |
| Yield(%) | 0.00 | 17.93 | 18.93 | 11.80 | 17.88 | 22.18 | 25.45 | … | … | 0.00 | 17.95 | 20.54 | 16.30 | 7.04 | 13.80 | 7.73 | 2.91 | 5.31 | 5.15 | 2.20 | 4.22 | 3.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) |
-13.59%
Feb 2006 – Feb 2009 |
-6.67%
Feb 2004 – Feb 2009 |
8.69%
Jan 2004 – Jan 2014 |
9.68%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTERX (MFS TECHNOLOGY FUND R2) |
35.00%
Feb 2009 – Feb 2012 |
28.45%
Feb 2009 – Feb 2014 |
21.77%
Feb 2009 – Feb 2019 |
19.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart