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MFS Technology R3 (MTCHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.98+1.24 (+2.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.10%
5-year average return14.53%
Number of years up16
Number of years down2
Best 1-yr total return (2 May 2024)74.75%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return74.75%
Worst 3-yr total return1.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMTCHXCategory
YTD9.78%12.31%
1-month-5.43%6.23%
3-month3.53%8.63%
1-year44.12%53.90%
3-year4.75%27.50%
5-year13.80%28.80%
10-year16.43%18.74%
Last bull market38.85%24.03%
Last bear market-21.78%-20.41%

Annual total return (%) history

Year
MTCHXCategory
2024
N/AN/A
2023
53.89%N/A
2022
-36.20%N/A
2021
13.37%N/A
2020
46.05%55.91%
2019
35.75%37.49%
2018
1.59%-3.21%
2017
38.44%35.35%
2016
8.17%10.84%
2015
10.37%5.21%
2014
10.29%12.55%
2013
35.25%35.45%
2012
14.26%13.08%
2011
1.16%-7.62%
2010
20.11%20.00%
2009
74.75%61.99%
2008
-50.98%-45.33%
2007
20.41%16.12%
2006
21.25%7.08%
2005
N/A5.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202416.09%N/AN/AN/A
202316.34%13.32%-0.89%17.77%
2022-12.41%-21.78%-7.89%1.08%
2021-0.18%11.10%-0.90%3.15%
2020-10.46%30.77%12.38%11.00%
201919.12%6.06%-2.21%9.88%
20187.42%8.63%6.36%-18.14%
201712.80%6.84%7.70%6.67%
2016-1.08%1.56%10.61%-2.66%
20151.52%0.93%-2.40%10.37%
20141.27%1.68%2.04%4.97%
20136.09%2.34%11.11%12.11%
201218.51%-8.44%7.78%-2.31%
20115.67%-2.26%-8.34%6.86%
20103.69%-11.72%18.21%11.00%
200910.19%24.61%24.45%2.27%
2008-12.10%1.04%-17.81%-32.85%
20071.35%9.44%6.49%1.94%
200610.68%-9.00%9.28%10.17%
20056.29%6.68%N/AN/A

Rank in category (by total return)

YTD13
1-month47
3-month37
1-year21
3-year32
5-year44

Load adjusted returns

1-year44.12%
3-year4.75%
5-year13.80%
10-year16.43%