MTCIX vs. CCOYX

Last updated Apr 1, 2026

Compare and contrast key facts about MFS Technology Fund (MTCIX) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX).

MTCIX is managed by MFS. It was launched on Jan 1, 1997. CCOYX is an actively managed fund by Columbia. It was launched on Jun 23, 1983.

Performance

MTCIX vs. CCOYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Technology Fund (MTCIX) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX). The values are adjusted to include any dividend payments, if applicable.

MTCIX vs. CCOYX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MTCIX MFS Technology Fund	-14.15%	16.39%	56.76%	54.42%	-36.18%	14.11%	46.45%	38.84%	1.85%	24.52%
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class	0.25%	37.79%	27.11%	44.77%	-30.92%	39.45%	44.92%	54.68%	-7.78%	19.33%

Returns By Period

In the year-to-date period, MTCIX achieves a -14.15% return, which is significantly lower than CCOYX's 0.25% return.

MTCIX

• 1D: -1.17%
• 1M: -9.04%
• YTD: -14.15%
• 6M: -11.52%
• 1Y: 13.36%
• 3Y*: 27.60%
• 5Y*: 12.01%
• 10Y*: 18.56%

CCOYX

• 1D: -2.98%
• 1M: -9.31%
• YTD: 0.25%
• 6M: 5.33%
• 1Y: 58.69%
• 3Y*: 29.72%
• 5Y*: 16.92%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MTCIX vs. CCOYX - Expense Ratio Comparison

MTCIX has a 0.88% expense ratio, which is higher than CCOYX's 0.82% expense ratio.

MTCIX

MFS Technology Fund

CCOYX

Columbia Seligman Technology and Information Fund Institutional 3 Class

Return for Risk

MTCIX vs. CCOYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MTCIX

MTCIX Risk / Return Rank: 20
MTCIX Sharpe Ratio Rank: 20
MTCIX Sortino Ratio Rank: 23
MTCIX Omega Ratio Rank: 21
MTCIX Calmar Ratio Rank: 18
MTCIX Martin Ratio Rank: 18

CCOYX

CCOYX Risk / Return Rank: 91
CCOYX Sharpe Ratio Rank: 91
CCOYX Sortino Ratio Rank: 88
CCOYX Omega Ratio Rank: 84
CCOYX Calmar Ratio Rank: 96
CCOYX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MTCIX vs. CCOYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	MTCIX	CCOYX	Difference
Sharpe ratio Return per unit of total volatility	0.52	1.92	-1.40
Sortino ratio Return per unit of downside risk	0.91	2.48	-1.57
Omega ratio Gain probability vs. loss probability	1.12	1.35	-0.22
Calmar ratio Return relative to maximum drawdown	0.53	3.58	-3.05
Martin ratio Return relative to average drawdown	1.80	13.62	-11.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MTCIX vs. CCOYX - Sharpe Ratio Comparison

The current MTCIX Sharpe Ratio is 0.52, which is lower than the CCOYX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of MTCIX and CCOYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MTCIX	CCOYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.52	1.92	-1.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.66	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.78	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	0.82	-0.48

Correlation

The correlation between MTCIX and CCOYX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

MTCIX vs. CCOYX - Dividend Comparison

MTCIX's dividend yield for the trailing twelve months is around 15.97%, more than CCOYX's 8.06% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MTCIX MFS Technology Fund	15.97%	13.71%	26.78%	9.66%	10.35%	11.58%	4.97%	3.87%	4.97%	3.51%	1.84%	3.62%
CCOYX Columbia Seligman Technology and Information Fund Institutional 3 Class	8.06%	8.08%	12.32%	4.60%	8.17%	10.62%	9.52%	10.61%	11.42%	10.60%	0.00%	0.00%

Drawdowns

MTCIX vs. CCOYX - Drawdown Comparison

The maximum MTCIX drawdown since its inception was -82.78%, which is greater than CCOYX's maximum drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for MTCIX and CCOYX.

Drawdown Indicators

	MTCIX	CCOYX	Difference
Max Drawdown Largest peak-to-trough decline	-82.78%	-37.16%	-45.62%
Max Drawdown (1Y) Largest decline over 1 year	-18.59%	-14.88%	-3.71%
Max Drawdown (5Y) Largest decline over 5 years	-42.74%	-37.16%	-5.58%
Max Drawdown (10Y) Largest decline over 10 years	-42.74%	—	—
Current Drawdown Current decline from peak	-18.59%	-11.91%	-6.68%
Average Drawdown Average peak-to-trough decline	-30.02%	-7.82%	-22.20%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.52%	3.91%	+1.61%

Volatility

MTCIX vs. CCOYX - Volatility Comparison

The current volatility for MFS Technology Fund (MTCIX) is 6.97%, while Columbia Seligman Technology and Information Fund Institutional 3 Class (CCOYX) has a volatility of 9.50%. This indicates that MTCIX experiences smaller price fluctuations and is considered to be less risky than CCOYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MTCIX	CCOYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.97%	9.50%	-2.53%
Volatility (6M) Calculated over the trailing 6-month period	16.00%	21.01%	-5.01%
Volatility (1Y) Calculated over the trailing 1-year period	25.72%	30.59%	-4.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.29%	25.96%	-0.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.91%	26.70%	-2.79%