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MFS Technology R2 (MTERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.68+1.12 (+2.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.01%
5-Year Average Return14.25%
Number of Years Up18
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)74.31%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return74.31%
Worst 3-Yr Total Return1.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMTERXCategory
YTD9.71%12.31%
1-Month-5.46%6.23%
3-Month3.45%8.63%
1-Year43.76%53.90%
3-Year4.49%27.50%
5-Year13.52%28.80%
10-Year16.13%18.74%
Last Bull Market38.71%24.03%
Last Bear Market-21.82%-20.41%

Annual Total Return (%) History

Year
MTERXCategory
2024
N/AN/A
2023
53.47%N/A
2022
-36.36%N/A
2021
13.10%N/A
2020
45.68%55.91%
2019
35.39%37.49%
2018
1.35%-3.21%
2017
38.08%35.35%
2016
7.88%10.84%
2015
10.09%5.21%
2014
10.07%12.55%
2013
34.89%35.45%
2012
13.92%13.08%
2011
0.98%-7.62%
2010
19.77%20.00%
2009
74.31%61.99%
2008
-51.11%-45.33%
2007
20.15%16.12%
2006
20.95%7.08%
2005
5.47%5.76%
2004
1.90%4.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202416.04%N/AN/AN/A
202316.25%13.26%-0.94%17.66%
2022-12.46%-21.82%-7.94%1.01%
2021-0.24%11.06%-0.97%3.08%
2020-10.50%30.66%12.33%10.91%
201919.03%6.00%-2.28%9.80%
20187.36%8.55%6.29%-18.18%
201712.73%6.76%7.62%6.61%
2016-1.20%1.50%10.55%-2.69%
20151.40%0.88%-2.45%10.32%
20141.22%1.60%1.97%4.96%
20136.02%2.29%11.04%12.01%
201218.35%-8.43%7.67%-2.37%
20115.66%-2.38%-8.34%6.80%
20103.60%-11.80%18.24%10.85%
200910.07%24.54%24.49%2.14%
2008-12.13%0.97%-17.94%-32.84%
20071.37%9.31%6.42%1.89%
200610.48%-9.01%9.39%10.00%
2005-10.39%3.91%6.23%6.64%
20041.23%-0.22%-11.04%13.40%

Rank In Category (By Total Return)

YTD13
1-Month48
3-Month38
1-Year21
3-Year33
5-Year48

Load Adjusted Returns

1-Year43.76%
3-Year4.49%
5-Year13.52%
10-Year16.13%