MTCIX vs. XLK

The year-to-date returns for both investments are quite close, with MTCIX having a 23.98% return and XLK slightly higher at 24.53%. Over the past 10 years, MTCIX has underperformed XLK with an annualized return of 11.23%, while XLK has yielded a comparatively higher 20.40% annualized return.

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MTCIX has a 0.88% expense ratio, which is higher than XLK's 0.13% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and Technology Select Sector SPDR Fund (XLK). 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 1.00, which is comparable to the XLK Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of MTCIX and XLK, 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 has not paid dividends to shareholders, while XLK's dividend yield for the trailing twelve months is around 0.64%.

The maximum MTCIX drawdown since its inception was -81.20%, roughly equal to the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for MTCIX and XLK. For additional features, visit the drawdowns tool.

MFS Technology Fund (MTCIX) has a higher volatility of 14.36% compared to Technology Select Sector SPDR Fund (XLK) at 5.41%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.