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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%)
At close: 07:45PM EDT

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 (3 Feb 2019)39.51%
Worst 1-yr total return (3 Feb 2019)-37.46%
Best 3-yr total return39.51%
Worst 3-yr total return-9.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%