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Massachusetts Investors Growth Stock Fund Share Class - 529C (EMICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.24-0.13 (-0.44%)
As of 09:00PM EDT. Market open.

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.99%
5-Year Average Return11.09%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)39.51%
Worst 1 Yr Total Return (Feb 3, 2019)-37.46%
Best 3-Yr Total Return39.51%
Worst 3-Yr Total Return-9.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEMICXCategory
YTD-9.22%12.38%
1-Month0.86%5.09%
3-Month-6.67%10.28%
1-Year12.22%41.70%
3-Year17.66%22.56%
5-Year16.69%21.98%
10-Year14.03%15.99%
Last Bull Market21.85%25.99%
Last Bear Market-13.46%-17.29%

Annual Total Return (%) History

Year
EMICXCategory
2021
25.22%N/A
2020
21.45%35.86%
2019
38.75%31.90%
2018
-0.01%-2.09%
2017
27.64%27.67%
2016
5.25%3.23%
2015
-0.84%3.60%
2014
10.63%10.00%
2013
29.14%33.92%
2012
15.96%15.34%
2011
0.52%-2.46%
2010
13.28%15.53%
2009
39.51%35.68%
2008
-37.46%-40.67%
2007
10.53%13.35%
2006
6.56%7.05%
2005
2.93%6.71%
2004
8.59%7.81%
2003
21.45%28.66%
2002
N/A-27.64%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.33%8.45%0.78%10.88%
2020-17.97%20.45%10.28%11.46%
201917.40%5.41%2.84%9.02%
20181.72%3.37%8.03%-11.97%
20179.02%5.37%3.55%7.31%
20163.13%0.54%3.75%-2.16%
20151.41%-0.65%-6.79%5.60%
20140.65%3.63%-1.15%7.30%
20138.42%1.71%7.06%9.38%
201214.32%-6.00%7.21%0.65%
20113.34%2.58%-12.25%8.05%
20103.11%-11.74%10.62%12.52%
2009-3.52%16.52%14.39%8.48%
2008-8.65%-1.12%-9.01%-23.91%
2007-0.49%7.41%3.71%-0.29%
20063.54%-4.92%3.25%4.84%
2005-4.53%1.77%3.75%2.12%
20040.87%1.24%-4.25%11.06%
2003-2.11%14.37%0.94%7.47%
20022.52%N/AN/AN/A

Rank In Category (By Total Return)

YTD28
1-Month5
3-Month58
1-Year53
3-Year55
5-Year67

Load Adjusted Returns

1-Year34.27%
3-Year21.86%
5-Year19.57%
10-Year15.40%