Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr B (MITBX)

38.70 -0.47 (-1.20%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 21.12%
5y Average Return 12.39%
Number of Years Up 21
Number of Years Down 9
Best 1Y Total Return (Nov 6, 2024) 30.94%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 30.94%
Worst 3Y Total Return 5.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MITBX
Category
YTD
16.81%
5.31%
1-Month
-0.95%
-4.19%
3-Month
1.32%
3.90%
1-Year
32.03%
20.31%
3-Year
5.24%
6.48%
5-Year
11.81%
11.78%
10-Year
10.65%
10.96%
Last Bull Market
24.87%
25.56%
Last Bear Market
-12.85%
-15.11%

Annual Total Return (%) History

Year
MITBX
Category
2024
--
--
2023
18.27%
22.32%
2022
-16.96%
-16.96%
2021
25.88%
26.07%
2020
13.26%
15.83%
2019
30.94%
28.78%
2018
-6.06%
-6.27%
2017
22.61%
20.44%

2016
7.95%
10.37%
2015
-0.48%
-1.07%
2014
10.13%
10.96%
2013
30.90%
31.50%
2012
18.24%
14.96%
2011
-2.52%
-1.27%
2010
10.66%
14.01%
2009
26.94%
28.17%
2008
-33.25%
-37.79%
2007
9.88%
6.16%
2006
12.43%
14.17%
2005
6.63%
5.88%
2004
10.76%
10.02%
2003
21.40%
27.05%
2002
-22.50%
-22.25%
2001
-16.80%
-13.50%
2000
-1.01%
-6.31%
1999
6.28%
20.16%
1998
22.16%
22.39%
1997
30.75%
28.37%
1996
25.05%
20.76%
1995
38.05%
32.35%
1994
-1.88%
-0.93%
1993
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.47% 3.20% 3.44% --
2023 3.35% 7.43% -4.35% 11.37%
2022 -6.58% -12.85% -6.07% 8.58%
2021 6.07% 8.93% 1.12% 7.74%
2020 -20.58% 19.22% 7.08% 11.72%
2019 14.53% 5.12% 1.36% 7.31%
2018 -0.51% 1.41% 6.75% -12.77%
2017 6.84% 4.45% 3.23% 6.43%
2016 -1.09% 2.49% 3.58% 2.80%
2015 1.07% 0.15% -6.56% 5.22%

2014 1.18% 3.37% -0.18% 5.48%
2013 10.22% 1.51% 6.33% 10.03%
2012 14.04% -4.99% 8.19% 0.87%
2011 5.05% -0.11% -15.69% 10.18%
2010 4.37% -12.34% 10.16% 9.81%
2009 -9.28% 15.25% 14.86% 5.69%
2008 -6.88% -1.96% -8.05% -20.48%
2007 0.69% 6.47% 3.55% -1.02%
2006 3.50% -2.95% 6.57% 5.03%
2005 -1.60% 0.78% 4.36% 3.03%
2004 0.13% 1.77% -1.80% 10.69%
2003 -4.46% 13.49% 1.54% 10.26%
2002 0.25% -13.10% -16.28% 6.26%
2001 -12.85% 2.53% -13.78% 7.99%
2000 1.69% -1.34% 1.70% -2.98%
1999 0.48% 4.84% -8.95% 10.81%
1998 13.30% 2.43% -11.09% 18.39%
1997 1.12% 17.16% 6.04% 4.08%
1996 6.22% 3.71% 5.59% 7.50%
1995 8.96% 8.56% 8.05% 8.02%
1994 -2.07% -0.69% 2.42% -1.49%
1993 1.40% -- -- --

Rank in Category (By Total Return)

YTD 67
1-Month 51
3-Month 86
1-Year 70
3-Year 85
5-Year 81

Load Adjusted Returns

1-Year 28.03%
3-Year 4.43%
5-Year 11.55%
10-Year 10.65%

Performance & Risk

YTD Return 21.12%
5y Average Return 12.39%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 6.88B
YTD Return 16.81%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Summary

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.

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