MTCIX vs. IVV

In the year-to-date period, MTCIX achieves a -2.15% return, which is significantly lower than IVV's 0.90% return. Over the past 10 years, MTCIX has outperformed IVV with an annualized return of 17.03%, while IVV has yielded a comparatively lower 12.79% annualized return.

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MTCIX has a 0.88% expense ratio, which is higher than IVV's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and iShares Core S&P 500 ETF (IVV). 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.

The current MTCIX Sharpe Ratio is 0.52, which is comparable to the IVV Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of MTCIX and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MTCIX's dividend yield for the trailing twelve months is around 13.68%, more than IVV's 1.31% yield.

The maximum MTCIX drawdown since its inception was -81.20%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MTCIX and IVV.

MFS Technology Fund (MTCIX) has a higher volatility of 6.31% compared to iShares Core S&P 500 ETF (IVV) at 4.82%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.