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MFS Massachusetts Inv Gr Stk I (MGTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.77+0.07 (+0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.68%
5-year average return14.22%
Number of years up21
Number of years down5
Best 1-yr total return (6 May 2024)41.08%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return41.08%
Worst 3-yr total return6.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGTIXCategory
YTD3.36%12.38%
1-month-4.46%5.09%
3-month2.22%10.28%
1-year17.64%41.70%
3-year5.99%22.56%
5-year12.95%21.98%
10-year13.32%15.99%
Last bull market23.53%25.99%
Last bear market-13.81%-17.29%

Annual total return (%) history

Year
MGTIXCategory
2024
N/AN/A
2023
24.34%N/A
2022
-19.03%N/A
2021
26.54%N/A
2020
22.73%35.86%
2019
40.18%31.90%
2018
1.04%-2.09%
2017
28.98%27.67%
2016
6.41%3.23%
2015
0.20%3.60%
2014
11.78%10.00%
2013
30.51%33.92%
2012
17.17%15.34%
2011
1.58%-2.46%
2010
14.56%15.53%
2009
41.08%35.68%
2008
-36.76%-40.67%
2007
11.86%13.35%
2006
7.89%7.05%
2005
4.23%6.71%
2004
10.01%7.81%
2003
23.04%28.66%
2002
-28.12%-27.64%
2001
-24.49%-22.30%
2000
-6.93%-13.05%
1999
39.38%38.87%
1998
40.34%34.55%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.19%N/AN/AN/A
20237.82%8.31%-5.01%12.08%
2022-7.36%-13.81%-7.44%9.55%
20213.61%8.72%1.05%11.18%
2020-17.76%20.75%10.57%11.77%
201917.68%5.71%3.09%9.32%
20181.96%3.61%8.32%-11.70%
20179.26%5.65%3.85%7.60%
20163.44%0.78%4.03%-1.88%
20151.68%-0.35%-6.62%5.90%
20140.90%3.91%-0.90%7.58%
20138.75%1.92%7.34%9.70%
201214.60%-5.73%7.50%0.89%
20113.66%2.79%-12.00%8.32%
20103.43%-11.57%10.93%12.91%
2009-3.27%16.91%14.74%8.73%
2008-8.31%-0.91%-8.79%-23.69%
2007-0.21%7.75%4.03%0.01%
20063.83%-4.65%3.56%5.23%
2005-4.23%2.08%4.00%2.51%
20041.22%1.55%-3.90%11.37%
2003-1.71%14.72%1.33%7.69%
2002-2.70%-15.76%-14.66%2.75%
2001-20.88%5.59%-21.59%15.28%
20009.42%-5.20%3.83%-13.59%
19994.65%7.44%-3.41%28.34%
199819.79%3.63%-10.05%25.68%
199722.88%13.07%3.90%N/A

Rank in category (by total return)

YTD84
1-month38
3-month80
1-year94
3-year40
5-year54

Load adjusted returns

1-year17.64%
3-year5.99%
5-year12.95%
10-year13.32%