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MFS Massachusetts Investors Tr R4 (MITDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
41.71-0.51 (-1.21%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return22.18%
5-Year Average Return13.52%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Nov 5, 2024)32.23%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return32.23%
Worst 3-Yr Total Return6.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMITDXCategory
YTD17.79%5.31%
1-Month-0.88%-4.19%
3-Month1.55%3.90%
1-Year33.38%20.31%
3-Year6.29%6.48%
5-Year12.93%11.78%
10-Year11.76%10.96%
Last Bull Market25.39%25.56%
Last Bear Market-12.66%-15.11%

Annual Total Return (%) History

Year
MITDXCategory
2024
N/AN/A
2023
19.45%22.32%
2022
-16.14%-16.96%
2021
27.16%26.07%
2020
14.38%15.83%
2019
32.23%28.78%
2018
-5.10%-6.27%
2017
23.84%20.44%
2016
9.06%10.37%
2015
0.48%-1.07%
2014
11.28%10.96%
2013
32.17%31.50%
2012
19.44%14.96%
2011
-1.56%-1.27%
2010
11.79%14.01%
2009
28.20%28.17%
2008
-32.57%-37.79%
2007
10.90%6.16%
2006
13.46%14.17%
2005
N/A5.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.74%3.47%3.71%N/A
20233.61%7.71%-4.14%11.65%
2022-6.35%-12.66%-5.79%8.83%
20216.33%9.22%1.35%8.04%
2020-20.40%19.54%7.35%11.98%
201914.76%5.42%1.58%7.61%
2018-0.28%1.66%7.00%-12.52%
20177.07%4.75%3.49%6.69%
2016-0.80%2.72%3.86%3.05%
20151.31%0.40%-6.34%5.48%
20141.47%3.61%0.10%5.74%
201310.46%1.78%6.60%10.28%
201214.32%-4.74%8.45%1.14%
20115.28%0.17%-15.53%10.50%
20104.65%-12.12%10.36%10.15%
2009-9.04%15.53%15.09%6.00%
2008-6.66%-1.69%-7.80%-20.30%
20070.92%6.71%3.78%-0.77%
20063.75%-2.72%6.83%5.24%
20054.60%3.22%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month42
3-Month85
1-Year66
3-Year75
5-Year67

Load Adjusted Returns

1-Year33.38%
3-Year6.29%
5-Year12.93%
10-Year11.76%