MTCIX vs. MMUFX
MTCIX (MFS Technology Fund) and MMUFX (MFS Utilities Fund) are both mutual funds - MTCIX is a Technology Equities fund managed by MFS, while MMUFX is a Utilities Equities fund managed by MFS. Over the past 10 years, MTCIX returned 21.12%/yr vs 8.40%/yr for MMUFX. Their 0.54 correlation means they have sometimes moved together and sometimes differently. MTCIX charges 0.88%/yr vs 0.99%/yr for MMUFX.
Performance
MTCIX vs. MMUFX - Performance Comparison
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Returns By Period
In the year-to-date period, MTCIX achieves a 13.40% return, which is significantly higher than MMUFX's 6.09% return. Over the past 10 years, MTCIX has outperformed MMUFX with an annualized return of 21.12%, while MMUFX has yielded a comparatively lower 8.40% annualized return.
MTCIX
- 1D
- 0.73%
- 1M
- -1.32%
- 6M
- 13.49%
- YTD
- 13.40%
- 1Y
- 25.35%
- 3Y*
- 32.15%
- 5Y*
- 15.66%
- 10Y*
- 21.12%
- ALL TIME*
- 10.77%
MMUFX
- 1D
- -0.87%
- 1M
- -2.90%
- 6M
- 5.32%
- YTD
- 6.09%
- 1Y
- 9.85%
- 3Y*
- 10.04%
- 5Y*
- 7.51%
- 10Y*
- 8.40%
- ALL TIME*
- 10.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MMUFX MFS Utilities Fund | $0.00 | $0.00 | $0.00 |
MTCIX MFS Technology Fund | $0.00 | $0.00 | $0.00 |
MTCIX vs. MMUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | 13.40% | 16.39% | 56.76% | 54.42% | -36.18% | 14.11% | 46.45% | 38.84% | 1.85% | 38.78% |
MMUFX MFS Utilities Fund | 6.09% | 14.32% | 11.38% | -2.28% | 0.35% | 13.86% | 6.04% | 24.91% | 0.85% | 14.69% |
Correlation
The correlation between MTCIX and MMUFX is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.10 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.24 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.32 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 0.54 |
Over the past year, the correlation between MTCIX and MMUFX has dropped to 0.04 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.
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Return for Risk
MTCIX vs. MMUFX — Risk / Return Rank
MTCIX
MMUFX
MTCIX vs. MMUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and MFS Utilities Fund (MMUFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MTCIX | MMUFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.15 | +0.05 |
| Martin ratioReturn relative to average drawdown | 3.62 | 2.66 | +0.96 |
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Drawdowns
MTCIX vs. MMUFX - Drawdown Comparison
The maximum MTCIX drawdown since its inception was -82.78%, which is greater than MMUFX's maximum drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for MTCIX and MMUFX.
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Drawdown Indicators
| MTCIX | MMUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.78% | -56.03% | -26.75% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -8.75% | -9.84% |
Max Drawdown (3Y)Largest decline over 3 years | -25.97% | -14.52% | -11.45% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -21.64% | -21.10% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -35.82% | -6.92% |
Current DrawdownCurrent decline from peak | -7.44% | -6.01% | -1.43% |
Average DrawdownAverage peak-to-trough decline | -29.72% | -8.73% | -20.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.14% | 3.76% | +2.38% |
Volatility
MTCIX vs. MMUFX - Volatility Comparison
MFS Technology Fund (MTCIX) has a higher volatility of 7.00% compared to MFS Utilities Fund (MMUFX) at 4.48%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier than MMUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MTCIX | MMUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 4.48% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 19.57% | 11.91% | +7.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.67% | 14.68% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.94% | 15.90% | +10.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.30% | 16.63% | +7.67% |
MTCIX vs. MMUFX - Expense Ratio Comparison
MTCIX has a 0.88% expense ratio, which is lower than MMUFX's 0.99% expense ratio.
Dividends
MTCIX vs. MMUFX - Dividend Comparison
MTCIX's dividend yield for the trailing twelve months is around 12.09%, more than MMUFX's 3.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMUFX MFS Utilities Fund | 3.48% | 3.83% | 3.72% | 5.82% | 8.68% | 5.61% | 5.80% | 6.85% | 4.29% | 2.67% | 3.72% | 9.09% |
MTCIX MFS Technology Fund | 12.09% | 13.71% | 26.78% | 9.66% | 10.35% | 11.58% | 4.97% | 3.87% | 4.97% | 3.51% | 1.84% | 3.62% |
Frequently Asked Questions
MTCIX and MMUFX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MTCIX has higher volatility (7.00%) compared to MMUFX (4.48%). In terms of maximum drawdown, MTCIX dropped -82.78% vs MMUFX's -56.03%.
MTCIX currently has the higher Sharpe Ratio (0.94 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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