Mfs Technology Fund Class R4: (MF: MTCJX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$66.74 USD
+0.03 (0.05%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 22.49 | 18 |
3 months | 11.47 | 31 |
6 months | 15.48 | 38 |
1 Year | 37.01 | 6 |
3 Year | 6.91 | 36 |
5 Year | 16.00 | 49 |
10 Year | 17.33 | 37 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -55.42 |
Bull Market (2/09 - 3/21) | 1,673.43 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 47.90 |
5 Year | 17.44 |
10 Year | 17.79 |
Since Inception | 15.51 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 16.17 | 8.93 | NA | NA |
2023 | 16.41 | 13.40 | -0.80 | 17.81 |
2022 | -12.34 | -21.72 | -7.83 | 1.14 |
2021 | -0.11 | 11.18 | -0.84 | 3.19 |
2020 | -10.39 | 30.81 | 12.47 | 11.04 |
2019 | 19.16 | 6.14 | -2.15 | 9.94 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 22.49 | 54.28 | -36.04 | 13.64 | 46.39 | 36.06 | 1.85 | 38.83 | 8.41 | 10.65 | 10.61 |
% Total Return Rel to Index | 5.78 | 28.03 | -17.83 | -15.04 | 27.98 | 4.57 | 6.24 | 17.04 | -3.52 | 9.26 | -3.03 |
% Total Return Rel to Peer | 5.04 | 6.83 | 1.04 | -4.38 | -2.99 | -2.14 | 5.71 | 4.38 | -2.25 | 6.70 | 0.17 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 4.00 | 3.00 | 4.00 | 1.00 | 2.00 | 3.00 | 1.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 | 0.85 |
Expense Ratio | 0.88 | 0.89 | 0.88 | 0.86 | 0.92 | 0.93 | 0.98 | 0.99 | 1.01 | 1.04 | 1.07 |
* 1 = Top 20%, 5 = Bottom 20%