MFS Massachusetts Investors Trust (MITTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return14.45%
5-year average return12.51%
Number of years up72
Number of years down27
Best 1-yr total return (27 June 2024)31.91%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.91%
Worst 3-yr total return6.58%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnMITTXCategory
YTD11.71%5.31%
1-month5.36%-4.19%
3-month4.53%3.90%
1-year26.46%20.31%
3-year7.38%6.48%
5-year13.36%11.78%
10-year11.31%10.96%
Last bull market25.24%25.56%
Last bear market-12.69%-15.11%
Annual total return (%) history
YearMITTXCategory
2024N/AN/A
202319.15%22.32%
2022-16.34%-16.96%
202126.82%26.07%
202014.12%15.83%
201931.91%28.78%
2018-5.31%-6.27%
201723.56%20.44%
20168.77%10.37%
20150.28%-1.07%
201410.99%10.96%
201331.90%31.50%
201219.15%14.96%
2011-1.83%-1.27%
201011.43%14.01%
200927.73%28.17%
2008-32.81%-37.79%
200710.61%6.16%
200613.20%14.17%
20057.29%5.88%
200411.51%10.02%
200322.14%27.05%
2002-22.00%-22.25%
2001-16.24%-13.50%
2000-0.34%-6.31%
19996.96%20.16%
199822.95%22.39%
199731.69%28.37%
199625.90%20.76%
199539.34%32.35%
1994-1.02%-0.93%
199310.03%N/A
19927.38%N/A
199127.67%N/A
1990-0.10%N/A
198936.12%N/A
198810.38%N/A
19877.46%N/A
198617.21%N/A
198524.56%N/A
19842.94%N/A
198320.89%N/A
198218.89%N/A
1981-4.89%N/A
198030.62%N/A
197922.11%N/A
19788.28%N/A
1977-11.06%N/A
197623.63%N/A
197533.12%N/A
1974-25.66%N/A
1973-12.60%N/A
197211.17%N/A
19719.09%N/A
19700.90%N/A
1969-4.76%N/A
196810.49%N/A
196720.18%N/A
1966-7.66%N/A
196510.31%N/A
196415.98%N/A
196320.13%N/A
1962-9.64%N/A
196125.81%N/A
1960-0.83%N/A
19599.14%N/A
195843.35%N/A
1957-11.71%N/A
195611.29%N/A
195524.82%N/A
195452.88%N/A
19530.39%N/A
195214.77%N/A
195122.95%N/A
195027.56%N/A
194920.36%N/A
19481.16%N/A
19472.31%N/A
1946-5.05%N/A
194532.34%N/A
194420.80%N/A
194324.76%N/A
194214.89%N/A
1941-8.53%N/A
1940-9.19%N/A
1939-1.54%N/A
193824.19%N/A
1937-32.45%N/A
193629.80%N/A
193532.91%N/A
193411.38%N/A
193331.45%N/A
1932-3.28%N/A
1931-43.22%N/A
1930-26.40%N/A
1929-8.40%N/A
192828.64%N/A
192732.02%N/A
192610.86%N/A
192526.40%N/A
1924N/AN/A
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.66%N/AN/AN/A
20233.53%7.64%-4.19%11.60%
2022-6.41%-12.69%-5.87%8.78%
20216.26%9.14%1.29%7.97%
2020-20.43%19.45%7.30%11.90%
201914.71%5.35%1.53%7.52%
2018-0.34%1.62%6.94%-12.57%
20177.02%4.66%3.46%6.63%
2016-0.88%2.65%3.81%2.98%
20151.25%0.34%-6.36%5.41%
20141.41%3.54%0.03%5.68%
201310.43%1.71%6.56%10.20%
201214.29%-4.81%8.40%1.03%
20115.20%0.09%-15.53%10.37%
20104.56%-12.19%10.30%10.03%
2009-9.08%15.37%15.06%5.84%
2008-6.75%-1.80%-7.87%-20.36%
20070.87%6.65%3.69%-0.84%
20063.67%-2.77%6.78%5.18%
2005-1.41%0.94%4.48%3.18%
20040.34%1.92%-1.63%10.85%
2003-4.35%13.67%1.72%10.44%
20020.37%-12.93%-16.16%6.45%
2001-12.71%2.71%-13.65%8.20%
20001.90%-1.21%1.88%-2.83%
19990.67%5.01%-8.81%10.96%
199813.51%2.55%-10.90%18.55%
19971.31%17.38%6.20%4.27%
19966.37%3.94%5.81%7.62%
19959.23%8.80%8.22%8.34%
1994-1.83%-0.53%2.72%-1.31%
19934.78%-0.39%3.77%1.58%
1992-3.98%1.87%4.46%5.10%
199111.85%-0.46%5.55%8.64%
1990-2.73%8.68%-12.23%7.67%
19897.49%9.19%13.07%2.58%
19882.35%5.64%0.42%1.66%
198721.96%5.46%8.66%-23.11%
198615.43%4.46%-8.61%6.35%
19856.20%4.00%-3.65%17.05%
1984-3.25%-5.46%10.03%2.28%
19839.18%9.74%0.50%0.40%
1982-6.89%-2.17%9.99%18.67%
19812.43%-1.35%-10.99%5.76%
1980-3.09%10.86%13.00%7.60%
19797.04%3.69%-1.11%11.24%
1978-5.25%9.97%8.44%-4.17%
1977-7.76%2.29%-6.30%0.60%
197615.42%4.50%-0.55%3.06%
197521.03%14.40%-9.73%6.52%
1974-6.95%-7.74%-19.80%7.97%
1973-11.02%2.57%6.52%-10.10%
19725.56%-3.30%1.45%7.35%
19718.84%-0.76%-1.05%2.07%
1970-1.44%-18.59%15.44%8.94%
1969-1.70%-2.66%-2.81%2.40%
1968-6.79%13.01%2.25%2.59%
196710.46%0.72%5.80%2.09%
1966-4.41%-3.69%-7.49%8.42%
19651.76%-1.68%7.61%2.45%
19646.23%4.47%3.59%0.88%
196310.96%-0.07%4.60%3.57%
1962-2.19%-17.74%-3.89%16.85%
196111.62%1.37%4.35%6.56%
1960-8.18%4.65%-4.94%8.57%
19590.67%5.55%-3.08%5.97%
19585.35%9.27%11.84%11.35%
1957-0.69%6.82%-12.46%-4.93%
19569.37%-0.78%-2.40%5.08%
19553.54%10.59%1.69%7.21%
195412.02%9.09%8.71%15.07%
1953-2.85%-4.08%-1.56%9.45%
19525.24%1.94%-1.18%8.26%
19517.75%4.23%5.14%4.12%
19503.64%1.10%13.74%7.03%
19491.41%-3.70%11.95%10.10%
19480.00%10.11%-7.41%-0.77%
1947-1.68%-0.12%0.62%3.54%
194612.00%-4.72%-14.75%4.37%
19452.90%7.11%12.87%6.38%
19444.51%7.45%1.16%6.34%
194318.12%6.18%0.06%-0.58%
1942-7.69%4.64%8.28%9.85%
1941-3.21%1.21%3.98%-10.20%
1940-0.80%-17.01%8.58%1.58%
1939-13.78%1.32%13.21%-0.44%
1938-15.53%30.12%3.58%9.09%
19374.60%-11.18%-10.36%-18.89%
19367.22%3.95%6.74%9.11%
1935-2.93%13.91%7.15%12.19%
19348.31%-1.08%-3.14%7.32%
1933-10.11%55.02%-8.29%2.86%
19320.36%-32.77%52.67%-6.10%
193111.68%-9.91%-33.04%-15.72%
193018.23%-18.86%-1.78%-21.89%
19294.59%6.02%15.52%-28.49%
19284.13%1.26%9.91%10.99%
19275.37%5.96%13.06%4.59%
19261.22%-5.01%8.79%5.99%
19256.37%2.28%6.43%9.17%
19247.74%N/AN/AN/A
Rank in category (by total return)
YTD26
1-month13
3-month16
1-year58
3-year64
5-year71
Load adjusted returns
1-year19.19%
3-year5.28%
5-year12.03%
10-year10.66%
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