Nasdaq - Delayed Quote USD
MFS Technology R1 (MTCKX)
33.92
-2.05
(-5.70%)
At close: 6:49:59 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.45% |
| 5y Average Return | 17.20% |
| Number of Years Up | 17 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 2, 2025) | 52.76% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 52.76% |
| Worst 3Y Total Return | 1.08% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MTCKX
Category
- YTD
- -12.07%
- 12.31%
- 1-Month
- -10.28%
- 6.23%
- 3-Month
- -12.07%
- 8.63%
- 1-Year
- 2.79%
- 53.90%
- 3-Year
- 9.63%
- 27.50%
- 5-Year
- 16.02%
- 28.80%
- 10-Year
- 15.07%
- 18.74%
- Last Bull Market
- 22.24%
- 24.03%
- Last Bear Market
- -21.92%
- -20.41%
Annual Total Return (%) History
Year
MTCKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -12.07% | -- | -- | -- |
| 2024 | 15.88% | 8.65% | 1.36% | 6.15% |
| 2023 | 16.12% | 13.11% | -1.05% | 17.53% |
| 2022 | -12.57% | -21.92% | -8.05% | 0.87% |
| 2021 | -0.37% | 10.91% | -1.09% | 2.93% |
| 2020 | -10.63% | 30.51% | 12.17% | 10.79% |
| 2019 | 18.88% | 5.86% | -2.39% | 9.67% |
| 2018 | 7.23% | 8.41% | 6.19% | -18.29% |
| 2017 | 12.58% | 6.65% | 7.48% | 6.47% |
| 2016 | -1.30% | 1.37% | 10.43% | -2.85% |
| 2015 | 1.32% | 0.72% | -2.55% | 10.18% |
| 2014 | 1.11% | 1.48% | 1.88% | 4.76% |
| 2013 | 5.88% | 2.20% | 10.93% | 11.84% |
| 2012 | 18.23% | -8.61% | 7.59% | -2.52% |
| 2011 | 5.51% | -2.51% | -8.51% | 6.72% |
| 2010 | 3.51% | -11.94% | 18.08% | 10.75% |
| 2009 | 10.03% | 24.31% | 24.22% | 2.06% |
| 2008 | -12.34% | 0.93% | -18.05% | -32.93% |
| 2007 | 1.24% | 9.17% | 6.32% | 1.81% |
| 2006 | 10.44% | -9.16% | 9.24% | 9.91% |
| 2005 | 6.14% | 6.46% | -- | -- |
Rank in Category (By Total Return)
| YTD | 62 |
| 1-Month | 67 |
| 3-Month | 62 |
| 1-Year | 42 |
| 3-Year | 22 |
| 5-Year | 51 |
Load Adjusted Returns
| 1-Year | 2.79% |
| 3-Year | 9.63% |
| 5-Year | 16.02% |
| 10-Year | 15.07% |
Performance & Risk
| YTD Return | -10.45% |
| 5y Average Return | 17.20% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Technology |
| Fund Family | MFS |
| Net Assets | 1.81B |
| YTD Return | -12.07% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2005 |
Fund Summary
The fund normally invests at least 80% of the fund's net assets in securities of issuers principally engaged in offering, using or developing products, processes, or services that will provide or will benefit significantly from technological advances and improvements. It normally invests the fund's assets primarily in equity securities. The fund may invest its assets in securities of companies of any size. It is non-diversified.
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