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Mfs Technology Fund - Class B: (MF: MTCBX)
(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET
$46.84 USD
+0.02 (0.04%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.79 | 24 |
| 3 months | 11.23 | 39 |
| 6 months | 14.93 | 47 |
| 1 Year | 35.65 | 9 |
| 3 Year | 5.86 | 43 |
| 5 Year | 14.85 | 58 |
| 10 Year | 16.17 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 182.54 |
| Bear Market (10/07 - 2/09) | -56.00 |
| Bull Market (2/09 - 3/21) | 1,419.80 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 40.58 |
| 5 Year | 15.81 |
| 10 Year | 16.62 |
| Since Inception | 6.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.87 | 8.65 | NA | NA |
| 2023 | 16.16 | 13.08 | -1.04 | 17.52 |
| 2022 | -12.55 | -21.92 | -8.05 | 0.87 |
| 2021 | -0.36 | 10.91 | -1.08 | 2.92 |
| 2020 | -10.61 | 30.48 | 12.18 | 10.77 |
| 2019 | 18.86 | 5.86 | -2.37 | 9.64 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.79 | 52.78 | -36.68 | 12.51 | 44.95 | 34.69 | 0.85 | 37.40 | 7.40 | 9.48 | 9.56 |
| % Total Return Rel to Index | 5.08 | 26.53 | -18.47 | -16.17 | 26.54 | 3.20 | 5.25 | 15.61 | -4.53 | 8.10 | -4.07 |
| % Total Return Rel to Peer | 4.33 | 5.32 | 0.41 | -5.51 | -4.43 | -3.51 | 4.72 | 2.95 | -3.27 | 5.54 | -0.86 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 | 0.85 |
| Expense Ratio | 1.88 | 1.89 | 1.88 | 1.86 | 1.92 | 1.93 | 1.98 | 1.98 | 2.01 | 2.04 | 2.07 |
* 1 = Top 20%, 5 = Bottom 20%