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MFS Massachusetts Investors Trust (MITJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.53-0.16 (-0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.63%
5-year average return12.87%
Number of years up9
Number of years down2
Best 1-yr total return (27 June 2024)32.35%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return32.35%
Worst 3-yr total return6.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMITJXCategory
YTD11.85%5.31%
1-month5.38%-4.19%
3-month4.60%3.90%
1-year26.85%20.31%
3-year7.73%6.48%
5-year13.73%11.78%
10-year11.67%10.96%
Last bull market25.42%25.56%
Last bear market-12.62%-15.11%

Annual total return (%) history

Year
MITJXCategory
2024
N/AN/A
2023
19.55%22.32%
2022
-16.06%-16.96%
2021
27.25%26.07%
2020
14.50%15.83%
2019
32.34%28.78%
2018
-5.03%-6.27%
2017
23.93%20.44%
2016
9.15%10.37%
2015
0.58%-1.07%
2014
11.36%10.96%
2013
32.35%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.75%N/AN/AN/A
20233.62%7.74%-4.12%11.68%
2022-6.34%-12.62%-5.79%8.87%
20216.37%9.21%1.39%8.05%
2020-20.35%19.57%7.34%12.01%
201914.80%5.46%1.58%7.61%
2018-0.26%1.71%7.00%-12.52%
20177.12%4.72%3.51%6.72%
2016-0.79%2.76%3.87%3.08%
20151.35%0.39%-6.29%5.49%
20141.47%3.65%0.11%5.76%
201310.51%1.85%6.61%10.29%
20128.47%1.12%N/AN/A

Rank in category (by total return)

YTD24
1-month13
3-month15
1-year55
3-year58
5-year66

Load adjusted returns

1-year26.85%
3-year7.73%
5-year13.73%
10-year11.67%