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Mfs Technology Fund Class R3: (MF: MTCHX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$68.03 USD
+0.21 (0.31%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 28.32 | 15 |
| 3 months | 1.53 | 43 |
| 6 months | 10.53 | 27 |
| 1 Year | 51.12 | 15 |
| 3 Year | 9.13 | 38 |
| 5 Year | 18.04 | 45 |
| 10 Year | 17.44 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.60 |
| Bull Market (2/09 - 3/21) | 1,690.45 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 51.12 |
| 5 Year | 18.04 |
| 10 Year | 17.44 |
| Since Inception | 15.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.08 | 8.87 | 1.53 | NA |
| 2023 | 16.34 | 13.31 | -0.88 | 17.76 |
| 2022 | -12.40 | -21.77 | -7.88 | 1.09 |
| 2021 | -0.18 | 11.10 | -0.89 | 3.14 |
| 2020 | -10.46 | 30.76 | 12.38 | 10.99 |
| 2019 | 19.12 | 6.06 | -2.21 | 9.87 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 28.32 | 53.88 | -36.19 | 13.35 | 46.04 | 35.74 | 1.59 | 38.46 | 8.18 | 10.37 | 10.29 |
| % Total Return Rel to Index | 6.21 | 27.64 | -17.99 | -15.32 | 27.64 | 4.25 | 5.98 | 16.67 | -3.75 | 8.98 | -3.34 |
| % Total Return Rel to Peer | 5.76 | 6.43 | 0.89 | -4.67 | -3.34 | -2.46 | 5.45 | 4.01 | -2.49 | 6.42 | -0.13 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 4.00 | 2.00 | 2.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 | 0.85 |
| Expense Ratio | 1.13 | 1.14 | 1.13 | 1.11 | 1.17 | 1.18 | 1.23 | 1.23 | 1.26 | 1.29 | 1.32 |
* 1 = Top 20%, 5 = Bottom 20%