MFS Technology Fund (MTCIX)
The investment seeks capital appreciation. 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.
Fund Info
US5529834393
552983439
Jan 1, 1997
$0
Large-Cap
Growth
Expense Ratio
MTCIX has an expense ratio of 0.88%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
MFS Technology Fund (MTCIX) returned -2.28% year-to-date (YTD) and 11.29% over the past 12 months. Over the past 10 years, MTCIX delivered an annualized return of 17.07%, outperforming the S&P 500 benchmark at 10.84%.
MTCIX
-2.28%
9.65%
-0.36%
11.29%
20.24%
14.64%
17.07%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of MTCIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.86% | -5.46% | -10.23% | 0.97% | 9.80% | -2.28% | |||||||
| 2024 | 6.08% | 7.09% | 2.26% | -5.42% | 6.26% | 8.40% | -3.21% | 1.50% | 3.42% | -0.78% | 5.90% | 1.17% | 36.67% |
| 2023 | 10.89% | -2.71% | 7.90% | 0.80% | 7.71% | 4.44% | 4.49% | 0.31% | -5.37% | -1.53% | 13.74% | 5.31% | 54.41% |
| 2022 | -9.20% | -5.23% | 1.85% | -13.28% | -0.78% | -9.01% | 10.72% | -5.92% | -11.53% | 3.73% | 4.82% | -7.18% | -36.18% |
| 2021 | -1.34% | 2.80% | -1.52% | 6.53% | -2.21% | 6.73% | 1.21% | 3.28% | -5.14% | 6.03% | -2.65% | 0.40% | 14.11% |
| 2020 | 4.83% | -5.08% | -9.96% | 14.96% | 7.85% | 5.54% | 7.90% | 8.99% | -4.38% | -3.41% | 10.46% | 4.11% | 46.45% |
| 2019 | 10.99% | 4.76% | 2.49% | 6.58% | -5.28% | 5.14% | 3.01% | -3.09% | -1.98% | 2.68% | 4.86% | 2.10% | 36.06% |
| 2018 | 10.10% | -0.79% | -1.59% | 1.28% | 6.08% | 1.15% | 0.77% | 5.86% | -0.23% | -11.39% | 0.02% | -7.58% | 1.85% |
| 2017 | 5.52% | 4.19% | 2.68% | 3.73% | 5.39% | -2.22% | 4.91% | 2.63% | 0.08% | 6.06% | 0.65% | -0.02% | 38.78% |
| 2016 | -6.17% | -2.76% | 8.44% | -1.25% | 5.72% | -2.65% | 6.50% | 2.05% | 1.87% | -0.07% | -2.49% | -0.03% | 8.43% |
| 2015 | -4.13% | 8.21% | -2.10% | 1.42% | 2.04% | -2.41% | 4.60% | -5.67% | -1.04% | 10.59% | 1.02% | -0.99% | 10.78% |
| 2014 | -1.63% | 5.47% | -2.33% | -3.13% | 3.23% | 1.77% | 0.69% | 3.17% | -1.71% | 2.30% | 3.64% | -0.81% | 10.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MTCIX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
MFS Technology Fund provided a 13.70% dividend yield over the last twelve months, with an annual payout of $9.53 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.53 | $9.53 | $5.68 | $4.34 | $8.35 | $3.51 | $0.98 | $1.89 | $1.37 | $0.54 | $0.99 | $0.85 |
Dividend yield | 13.70% | 13.39% | 9.66% | 10.35% | 11.58% | 4.97% | 1.94% | 4.97% | 3.51% | 1.84% | 3.62% | 3.31% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Technology Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.53 | $9.53 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.68 | $5.68 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.34 | $4.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.35 | $8.35 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.51 | $3.51 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.89 | $1.89 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 | $1.37 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.99 |
| 2014 | $0.85 | $0.85 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Technology Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Technology Fund was 81.20%, occurring on Oct 9, 2002. Recovery took 3038 trading sessions.
The current MFS Technology Fund drawdown is 7.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.2% | Nov 6, 2000 | 479 | Oct 9, 2002 | 3038 | Nov 10, 2014 | 3517 |
| -42.74% | Nov 17, 2021 | 243 | Nov 3, 2022 | 305 | Jan 24, 2024 | 548 |
| -28.89% | Feb 20, 2020 | 18 | Mar 16, 2020 | 54 | Jun 2, 2020 | 72 |
| -25.97% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -24.7% | Aug 30, 2018 | 80 | Dec 24, 2018 | 75 | Apr 12, 2019 | 155 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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