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MFS Massachusetts Investors Trust (MITHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.05+0.22 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.44%
5-year average return13.03%
Number of years up14
Number of years down4
Best 1-yr total return (23 May 2024)31.86%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return31.86%
Worst 3-yr total return6.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMITHXCategory
YTD6.00%5.31%
1-month-4.19%-4.19%
3-month4.30%3.90%
1-year19.06%20.31%
3-year6.06%6.48%
5-year10.98%11.78%
10-year10.96%10.96%
Last bull market25.25%25.56%
Last bear market-12.69%-15.11%

Annual total return (%) history

Year
MITHXCategory
2024
N/AN/A
2023
19.16%22.32%
2022
-16.33%-16.96%
2021
26.86%26.07%
2020
14.09%15.83%
2019
31.86%28.78%
2018
-5.32%-6.27%
2017
23.50%20.44%
2016
8.78%10.37%
2015
0.26%-1.07%
2014
10.97%10.96%
2013
31.86%31.50%
2012
19.18%14.96%
2011
-1.81%-1.27%
2010
11.51%14.01%
2009
27.86%28.17%
2008
-32.70%-37.79%
2007
10.51%6.16%
2006
13.18%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.64%N/AN/AN/A
20233.51%7.65%-4.20%11.61%
2022-6.41%-12.69%-5.86%8.78%
20216.30%9.13%1.28%7.97%
2020-20.44%19.46%7.28%11.90%
201914.66%5.37%1.52%7.51%
2018-0.35%1.63%6.91%-12.55%
20177.00%4.66%3.42%6.64%
2016-0.89%2.67%3.77%3.02%
20151.26%0.30%-6.37%5.43%
20141.38%3.56%0.00%5.70%
201310.40%1.72%6.52%10.23%
201214.28%-4.79%8.36%1.09%
20115.24%0.11%-15.58%10.40%
20104.60%-12.20%10.35%10.02%
2009-9.05%15.35%15.12%5.86%
2008-6.69%-1.76%-7.85%-20.33%
20070.82%6.63%3.70%-0.87%
20063.70%-2.83%6.79%5.17%
20054.48%3.17%N/AN/A

Rank in category (by total return)

YTD38
1-month48
3-month34
1-year68
3-year68
5-year71

Load adjusted returns

1-year19.06%
3-year6.06%
5-year10.98%
10-year10.96%