MTCAX - MFS Technology A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return37.64%
5-Year Average Return20.90%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Oct 30, 2017)74.75%
Worst 1 Yr Total Return (Oct 30, 2017)-51.05%
Best 3-Yr Total Return74.75%
Worst 3-Yr Total Return-10.55%

Trailing Returns (%) Vs. Benchmarks

ReturnMTCAXCategory
YTD37.64%34.59%
1-Month6.05%5.25%
3-Month8.86%9.64%
1-Year34.12%37.09%
3-Year19.02%17.68%
5-Year20.90%20.51%
10-Year10.62%9.42%
Last Bull Market24.04%23.98%
Last Bear Market-12.51%-20.24%

Annual Total Return (%) History

Year
MTCAXCategory
2017
N/AN/A
2016
8.16%10.84%
2015
10.37%5.21%
2014
10.33%12.55%
2013
35.25%35.45%
2012
14.18%13.08%
2011
1.23%-7.62%
2010
20.11%20.00%
2009
74.75%61.99%
2008
-51.05%-45.33%
2007
20.47%16.12%
2006
21.36%7.08%
2005
5.75%5.76%
2004
2.33%4.24%
2003
45.87%55.77%
2002
-45.01%-42.86%
2001
-38.08%-36.89%
2000
-13.41%-31.36%
1999
63.24%129.22%
1998
46.20%51.99%
1997
N/A11.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201712.80%6.87%7.66%N/A
2016-1.12%1.60%10.60%-2.66%
20151.48%0.93%-2.36%10.37%
20141.27%1.68%2.04%5.01%
20136.09%2.40%11.11%12.05%
201218.43%-8.38%7.72%-2.31%
20115.74%-2.33%-8.34%6.93%
20103.69%-11.72%18.21%11.00%
200910.19%24.61%24.56%2.18%
2008-12.15%1.04%-17.88%-32.85%
20071.44%9.34%6.56%1.93%
200610.68%-9.00%9.38%10.16%
2005-10.31%4.00%6.29%6.68%
20041.33%-0.11%-11.09%13.70%
2003-3.73%25.42%8.46%11.39%
2002-7.66%-32.34%-26.11%19.11%
2001-39.02%26.52%-45.92%48.41%
200011.92%-1.13%12.93%-30.71%
19991.55%12.33%2.07%40.20%
199823.84%7.43%-11.99%24.86%
199719.54%14.87%-6.38%N/A

Rank In Category (By Total Return)

YTD36
1-Month45
3-Month68
1-Year67
3-Year42
5-Year45

Load Adjusted Returns

1-Year26.41%
3-Year16.70%
5-Year19.48%
10-Year9.97%