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MFS Massachusetts Investors Tr 529A (EAMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.54+0.11 (+0.33%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-16.65%
5-year average return11.09%
Number of years up16
Number of years down3
Best 1-yr total return (19 May 2022)31.86%
Worst 1-yr total return (19 May 2022)N/A
Best 3-yr total return31.86%
Worst 3-yr total return-1.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAMTXCategory
YTD-16.65%5.31%
1-month-10.46%-4.19%
3-month-8.56%3.90%
1-year-6.38%20.31%
3-year11.03%6.48%
5-year11.09%11.78%
10-year12.91%10.96%
Last bull market41.11%25.56%
Last bear market-20.11%-15.11%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD42
1-month25
3-month52
1-year52
3-year70
5-year55

Load adjusted returns

1-year-7.20%
3-year9.39%
5-year10.97%
10-year11.88%