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MFS Massachusetts Investors Tr 529C (ECITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.65-0.12 (-0.36%)
As of 07:45PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return9.14%
5-year average return9.31%
Number of years up15
Number of years down4
Best 1-yr total return (3 Feb 2019)30.84%
Worst 1-yr total return (3 Feb 2019)-33.36%
Best 3-yr total return30.84%
Worst 3-yr total return-2.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnECITXCategory
YTD-7.10%5.31%
1-month2.03%-4.19%
3-month-4.51%3.90%
1-year11.95%20.31%
3-year14.68%6.48%
5-year13.91%11.78%
10-year12.39%10.96%
Last bull market24.49%25.56%
Last bear market-18.19%-15.11%

Annual total return (%) history

Year
ECITXCategory
2021
25.84%26.07%
2020
13.20%15.83%
2019
30.84%28.78%
2018
-6.08%-6.27%
2017
22.54%20.44%
2016
7.91%10.37%
2015
-0.58%-1.07%
2014
10.16%10.96%
2013
30.84%31.50%
2012
18.19%14.96%
2011
-2.65%-1.27%
2010
10.65%14.01%
2009
26.81%28.17%
2008
-33.36%-37.79%
2007
9.61%6.16%
2006
12.17%14.17%
2005
6.36%5.88%
2004
10.55%10.02%
2003
21.11%27.05%
2002
N/A-22.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.08%8.90%1.11%7.74%
2020-20.58%19.22%7.06%11.67%
201914.49%5.11%1.33%7.30%
2018-0.55%1.44%6.72%-12.77%
20176.82%4.44%3.22%6.41%
2016-1.07%2.46%3.59%2.77%
20151.01%0.13%-6.57%5.21%
20141.20%3.34%-0.19%5.53%
201310.21%1.54%6.32%9.96%
201214.05%-4.99%8.19%0.81%
20114.93%-0.05%-15.73%10.15%
20104.36%-12.33%10.11%9.83%
2009-9.26%15.16%14.87%5.64%
2008-6.97%-1.98%-8.07%-20.51%
20070.61%6.41%3.47%-1.05%
20063.42%-2.98%6.53%4.94%
2005-1.58%0.68%4.28%2.93%
20040.14%1.74%-1.84%10.54%
2003-4.55%13.47%1.42%10.25%
20026.23%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month36
3-month76
1-year54
3-year69
5-year62

Load adjusted returns

1-year19.85%
3-year17.82%
5-year14.71%
10-year13.51%