PortfoliosLab logoPortfoliosLab logo
TNHIX vs. MTCIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TNHIX vs. MTCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in 1290 High Yield Bond Fund (TNHIX) and MFS Technology Fund (MTCIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TNHIX vs. MTCIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TNHIX
1290 High Yield Bond Fund
-1.42%8.03%8.13%11.51%-9.91%4.08%7.06%12.74%-2.00%5.50%
MTCIX
MFS Technology Fund
-14.15%16.39%56.76%54.42%-36.18%14.11%46.45%38.84%1.85%38.78%

Returns By Period

In the year-to-date period, TNHIX achieves a -1.42% return, which is significantly higher than MTCIX's -14.15% return. Over the past 10 years, TNHIX has underperformed MTCIX with an annualized return of 4.90%, while MTCIX has yielded a comparatively higher 18.56% annualized return.


TNHIX

1D
0.24%
1M
-1.52%
YTD
-1.42%
6M
-0.12%
1Y
5.91%
3Y*
7.53%
5Y*
3.62%
10Y*
4.90%

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

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TNHIX vs. MTCIX - Expense Ratio Comparison

TNHIX has a 1.18% expense ratio, which is higher than MTCIX's 0.88% expense ratio.


Return for Risk

TNHIX vs. MTCIX — Risk / Return Rank

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

TNHIX
TNHIX Risk / Return Rank: 8585
Overall Rank
TNHIX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
TNHIX Sortino Ratio Rank: 8888
Sortino Ratio Rank
TNHIX Omega Ratio Rank: 8787
Omega Ratio Rank
TNHIX Calmar Ratio Rank: 7979
Calmar Ratio Rank
TNHIX Martin Ratio Rank: 8686
Martin Ratio Rank

MTCIX
MTCIX Risk / Return Rank: 2020
Overall Rank
MTCIX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
MTCIX Sortino Ratio Rank: 2323
Sortino Ratio Rank
MTCIX Omega Ratio Rank: 2121
Omega Ratio Rank
MTCIX Calmar Ratio Rank: 1818
Calmar Ratio Rank
MTCIX Martin Ratio Rank: 1818
Martin Ratio Rank
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.

TNHIX vs. MTCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for 1290 High Yield Bond Fund (TNHIX) and MFS Technology Fund (MTCIX). 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.


TNHIXMTCIXDifference

Sharpe ratio

Return per unit of total volatility

1.72

0.52

+1.21

Sortino ratio

Return per unit of downside risk

2.42

0.91

+1.51

Omega ratio

Gain probability vs. loss probability

1.37

1.12

+0.25

Calmar ratio

Return relative to maximum drawdown

1.87

0.53

+1.33

Martin ratio

Return relative to average drawdown

9.02

1.80

+7.22

TNHIX vs. MTCIX - Sharpe Ratio Comparison

The current TNHIX Sharpe Ratio is 1.72, which is higher than the MTCIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of TNHIX and MTCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TNHIXMTCIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.72

0.52

+1.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

0.48

+0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.07

0.78

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.35

+0.31

Correlation

The correlation between TNHIX and MTCIX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TNHIX vs. MTCIX - Dividend Comparison

TNHIX's dividend yield for the trailing twelve months is around 5.87%, less than MTCIX's 15.97% yield.


TTM20252024202320222021202020192018201720162015
TNHIX
1290 High Yield Bond Fund
5.87%6.29%6.37%5.43%5.44%4.76%5.16%5.51%5.84%3.62%0.01%0.00%
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%

Drawdowns

TNHIX vs. MTCIX - Drawdown Comparison

The maximum TNHIX drawdown since its inception was -18.62%, smaller than the maximum MTCIX drawdown of -82.78%. Use the drawdown chart below to compare losses from any high point for TNHIX and MTCIX.


Loading graphics...

Drawdown Indicators


TNHIXMTCIXDifference

Max Drawdown

Largest peak-to-trough decline

-18.62%

-82.78%

+64.16%

Max Drawdown (1Y)

Largest decline over 1 year

-2.96%

-18.59%

+15.63%

Max Drawdown (5Y)

Largest decline over 5 years

-13.52%

-42.74%

+29.22%

Max Drawdown (10Y)

Largest decline over 10 years

-17.00%

-42.74%

+25.74%

Current Drawdown

Current decline from peak

-1.88%

-18.59%

+16.71%

Average Drawdown

Average peak-to-trough decline

-3.38%

-30.02%

+26.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.61%

5.52%

-4.91%

Volatility

TNHIX vs. MTCIX - Volatility Comparison

The current volatility for 1290 High Yield Bond Fund (TNHIX) is 1.34%, while MFS Technology Fund (MTCIX) has a volatility of 6.97%. This indicates that TNHIX experiences smaller price fluctuations and is considered to be less risky than MTCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


TNHIXMTCIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.34%

6.97%

-5.63%

Volatility (6M)

Calculated over the trailing 6-month period

2.04%

16.00%

-13.96%

Volatility (1Y)

Calculated over the trailing 1-year period

3.37%

25.72%

-22.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.18%

25.29%

-21.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.58%

23.91%

-19.33%