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MFS Massachusetts Investors Tr R2 (MIRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.63+0.01 (+0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.36%
5-year average return12.90%
Number of years up15
Number of years down5
Best 1-yr total return (27 May 2024)31.56%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return31.56%
Worst 3-yr total return6.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIRTXCategory
YTD5.93%5.31%
1-month-4.22%-4.19%
3-month4.25%3.90%
1-year18.77%20.31%
3-year5.79%6.48%
5-year10.71%11.78%
10-year10.69%10.96%
Last bull market25.15%25.56%
Last bear market-12.76%-15.11%

Annual total return (%) history

Year
MIRTXCategory
2024
N/AN/A
2023
18.86%22.32%
2022
-16.53%-16.96%
2021
26.53%26.07%
2020
13.81%15.83%
2019
31.55%28.78%
2018
-5.56%-6.27%
2017
23.19%20.44%
2016
8.54%10.37%
2015
-0.03%-1.07%
2014
10.68%10.96%
2013
31.56%31.50%
2012
18.86%14.96%
2011
-2.09%-1.27%
2010
11.28%14.01%
2009
27.55%28.17%
2008
-32.91%-37.79%
2007
10.28%6.16%
2006
12.85%14.17%
2005
6.92%5.88%
2004
11.03%10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.60%N/AN/AN/A
20233.46%7.59%-4.26%11.54%
2022-6.45%-12.76%-5.93%8.72%
20216.23%9.05%1.24%7.89%
2020-20.50%19.42%7.18%11.84%
201914.63%5.26%1.48%7.43%
2018-0.39%1.56%6.86%-12.64%
20176.95%4.59%3.35%6.57%
2016-0.92%2.58%3.75%2.93%
20151.19%0.25%-6.43%5.32%
20141.31%3.49%-0.04%5.60%
201310.36%1.66%6.45%10.16%
201214.22%-4.91%8.34%1.01%
20115.10%0.09%-15.64%10.33%
20104.51%-12.19%10.25%9.98%
2009-9.14%15.36%15.03%5.78%
2008-6.80%-1.80%-7.94%-20.37%
20070.79%6.57%3.64%-0.93%
20063.58%-2.83%6.71%5.07%
2005-1.50%0.84%4.40%3.10%
20040.17%1.88%-1.72%10.70%

Rank in category (by total return)

YTD41
1-month50
3-month39
1-year69
3-year72
5-year75

Load adjusted returns

1-year18.77%
3-year5.79%
5-year10.71%
10-year10.69%