MTCIX vs. QQQ

In the year-to-date period, MTCIX achieves a -2.15% return, which is significantly lower than QQQ's 1.69% return. Both investments have delivered pretty close results over the past 10 years, with MTCIX having a 17.03% annualized return and QQQ not far ahead at 17.69%.

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MTCIX has a 0.88% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and Invesco QQQ (QQQ). 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 QQQ Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of MTCIX and QQQ, 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 QQQ's 0.58% yield.

The maximum MTCIX drawdown since its inception was -81.20%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for MTCIX and QQQ.

MFS Technology Fund (MTCIX) has a higher volatility of 6.31% compared to Invesco QQQ (QQQ) at 5.62%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.