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Mfs Technology Fund Cl R2: (MF: MTERX)
(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET
$57.43 USD
+0.03 (0.05%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.14 | 21 |
| 3 months | 11.34 | 34 |
| 6 months | 15.18 | 44 |
| 1 Year | 36.33 | 8 |
| 3 Year | 6.38 | 41 |
| 5 Year | 15.42 | 54 |
| 10 Year | 16.75 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -55.75 |
| Bull Market (2/09 - 3/21) | 1,542.11 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 47.16 |
| 5 Year | 16.86 |
| 10 Year | 17.21 |
| Since Inception | 13.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 16.04 | 8.79 | NA | NA |
| 2023 | 16.25 | 13.26 | -0.93 | 17.66 |
| 2022 | -12.45 | -21.82 | -7.94 | 1.01 |
| 2021 | -0.24 | 11.05 | -0.96 | 3.07 |
| 2020 | -10.50 | 30.65 | 12.33 | 10.90 |
| 2019 | 19.03 | 6.00 | -2.27 | 9.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.14 | 53.47 | -36.35 | 13.08 | 45.67 | 35.38 | 1.35 | 38.10 | 7.89 | 10.08 | 10.07 |
| % Total Return Rel to Index | 5.43 | 27.23 | -18.15 | -15.60 | 27.27 | 3.89 | 5.74 | 16.30 | -4.04 | 8.69 | -3.57 |
| % Total Return Rel to Peer | 4.69 | 6.02 | 0.73 | -4.94 | -3.71 | -2.82 | 5.21 | 3.64 | -2.78 | 6.14 | -0.36 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 5.68 | 4.34 | 8.34 | 3.51 | 0.98 | 1.89 | 1.38 | 0.54 | 0.99 | 0.85 |
| Expense Ratio | 1.38 | 1.39 | 1.38 | 1.36 | 1.42 | 1.43 | 1.48 | 1.49 | 1.51 | 1.54 | 1.58 |
* 1 = Top 20%, 5 = Bottom 20%