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MFS Massachusetts Investors Trust (MITBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.25+0.34 (+0.95%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.33%
5-Year Average Return12.51%
Number of Years Up21
Number of Years Down9
Best 1 Yr Total Return (May 30, 2024)30.94%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return30.94%
Worst 3-Yr Total Return5.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMITBXCategory
YTD5.77%5.31%
1-Month-4.25%-4.19%
3-Month4.11%3.90%
1-Year18.19%20.31%
3-Year5.27%6.48%
5-Year10.16%11.78%
10-Year10.14%10.96%
Last Bull Market24.87%25.56%
Last Bear Market-12.85%-15.11%

Annual Total Return (%) History

Year
MITBXCategory
2024
N/AN/A
2023
18.27%22.32%
2022
-16.96%-16.96%
2021
25.88%26.07%
2020
13.26%15.83%
2019
30.94%28.78%
2018
-6.06%-6.27%
2017
22.61%20.44%
2016
7.95%10.37%
2015
-0.48%-1.07%
2014
10.13%10.96%
2013
30.90%31.50%
2012
18.24%14.96%
2011
-2.52%-1.27%
2010
10.66%14.01%
2009
26.94%28.17%
2008
-33.25%-37.79%
2007
9.88%6.16%
2006
12.43%14.17%
2005
6.63%5.88%
2004
10.76%10.02%
2003
21.40%27.05%
2002
-22.50%-22.25%
2001
-16.80%-13.50%
2000
-1.01%-6.31%
1999
6.28%20.16%
1998
22.16%22.39%
1997
30.75%28.37%
1996
25.05%20.76%
1995
38.05%32.35%
1994
-1.88%-0.93%
1993
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.47%N/AN/AN/A
20233.35%7.43%-4.35%11.37%
2022-6.58%-12.85%-6.07%8.58%
20216.07%8.93%1.12%7.74%
2020-20.58%19.22%7.08%11.72%
201914.53%5.12%1.36%7.31%
2018-0.51%1.41%6.75%-12.77%
20176.84%4.45%3.23%6.43%
2016-1.09%2.49%3.58%2.80%
20151.07%0.15%-6.56%5.22%
20141.18%3.37%-0.18%5.48%
201310.22%1.51%6.33%10.03%
201214.04%-4.99%8.19%0.87%
20115.05%-0.11%-15.69%10.18%
20104.37%-12.34%10.16%9.81%
2009-9.28%15.25%14.86%5.69%
2008-6.88%-1.96%-8.05%-20.48%
20070.69%6.47%3.55%-1.02%
20063.50%-2.95%6.57%5.03%
2005-1.60%0.78%4.36%3.03%
20040.13%1.77%-1.80%10.69%
2003-4.46%13.49%1.54%10.26%
20020.25%-13.10%-16.28%6.26%
2001-12.85%2.53%-13.78%7.99%
20001.69%-1.34%1.70%-2.98%
19990.48%4.84%-8.95%10.81%
199813.30%2.43%-11.09%18.39%
19971.12%17.16%6.04%4.08%
19966.22%3.71%5.59%7.50%
19958.96%8.56%8.05%8.02%
1994-2.07%-0.69%2.42%-1.49%
19931.40%N/AN/AN/A

Rank In Category (By Total Return)

YTD47
1-Month51
3-Month49
1-Year72
3-Year78
5-Year82

Load Adjusted Returns

1-Year14.19%
3-Year4.46%
5-Year9.89%
10-Year10.14%