MTCBX Performance — MFS Technology Fund, Class B
Data updated: 2026-07-27
MTCBX returned +18.38% year to date and +39.97% over one year to May 2026. Annualised returns are +30.87% over 3 years and +14.18% over 5 years. The fund trailed its Technology Equity category average: $100 invested three years ago grew to $224, against $237 for the category, and to $140 over one year, against $158. Volatility over the past three years was 20.99% a year. In the 12 months to May 2026 the fund took in a net $14.7M, and assets reached $2.45B.
MTCBX Growth of $100
What $100 invested in MFS Technology Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Technology Equity category average over the same months.
| Period | MTCBX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $140 | $158 |
| 3 years (Jun 2023 – May 2026) | $224 | $237 |
| 5 years (Jun 2021 – May 2026) | $194 | $212 |
| Since data start (Sep 2019 – May 2026) | $313 | $376 |
MTCBX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +18.38% |
| 1 year | +39.97% |
| 3 years (annualised) | +30.87% |
| 5 years (annualised) | +14.18% |
MTCBX Annual Returns
Calendar-year total returns of MFS Technology Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +18.38% |
| 2025 | +15.22% |
| 2024 | +35.43% |
| 2023 | +52.76% |
| 2022 | −36.68% |
| 2021 | +12.53% |
| 2020 | +44.92% |
| 2019 (Sep–Dec) | +7.38% |
MTCBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.6% | −5.2% | −5.1% | +18.0% | +12.3% | — | — | — | — | — | — | — |
| 2025 | +3.8% | −5.5% | −10.3% | +0.9% | +9.8% | +7.4% | +2.6% | −1.1% | +5.5% | +7.2% | −2.9% | −1.3% |
| 2024 | +6.0% | +7.0% | +2.2% | −5.5% | +6.2% | +8.3% | −3.3% | +1.4% | +3.3% | −0.9% | +5.8% | +1.2% |
| 2023 | +10.8% | −2.8% | +7.8% | +0.7% | +7.6% | +4.3% | +4.4% | +0.2% | −5.4% | −1.6% | +13.7% | +5.1% |
| 2022 | −9.3% | −5.3% | +1.8% | −13.4% | −0.9% | −9.1% | +10.6% | −6.0% | −11.6% | +3.6% | +4.7% | −7.1% |
| 2021 | −1.4% | +2.7% | −1.6% | +6.5% | −2.3% | +6.6% | +1.1% | +3.2% | −5.2% | +5.9% | −2.7% | −0.1% |
| 2020 | +4.8% | −5.2% | −10.0% | +14.8% | +7.8% | +5.5% | +7.8% | +8.9% | −4.5% | −3.5% | +10.4% | +4.0% |
| 2019 | — | — | — | — | — | — | — | — | −2.1% | +2.6% | +4.8% | +2.0% |
MTCBX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 20.99%
- 3-year Sharpe ratio: 1.26 (vs 4.5% risk-free rate)
- Best month: +17.96% (Apr 2026)
- Worst month: −10.28% (Mar 2025)
MTCBX Fund Flows
Monthly money in and out of MFS Technology Fund, from SEC Form N-PORT.
- 12-month net flow: $14.7M
- 12-month gross sales (incl. reinvestments): $555.4M
- Sales ÷ redemptions: 1.03×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $18.2M | $40.7M | −$22.5M |
| Apr 2026 | $20.2M | $38.1M | −$18.0M |
| Mar 2026 | $21.0M | $46.9M | −$25.9M |
| Feb 2026 | $18.4M | $53.4M | −$35.0M |
| Jan 2026 | $27.7M | $51.4M | −$23.8M |
| Dec 2025 | $316.1M | $72.6M | $243.5M |
| Nov 2025 | $19.7M | $39.4M | −$19.7M |
| Oct 2025 | $26.6M | $46.3M | −$19.7M |
| Sep 2025 | $21.1M | $33.8M | −$12.8M |
| Aug 2025 | $22.1M | $44.7M | −$22.6M |
| Jul 2025 | $23.9M | $35.7M | −$11.9M |
| Jun 2025 | $20.4M | $37.5M | −$17.0M |
MTCBX Assets Under Management
Net assets of MFS Technology Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $2.45B |
| 2026-02-28 | $2.01B |
| 2025-11-30 | $2.28B |
| 2025-08-31 | $2.12B |
| 2025-05-31 | $1.99B |
| 2025-02-28 | $2.05B |
| 2024-11-30 | $2.09B |
| 2024-08-31 | $1.95B |
| 2024-05-31 | $1.86B |
| 2024-02-29 | $1.85B |
| 2023-11-30 | $1.57B |
| 2023-08-31 | $1.50B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.