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MFS Massachusetts Investors Tr R4 (MITDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.10-0.05 (-0.13%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.26%
5-year average return12.94%
Number of years up14
Number of years down4
Best 1-yr total return (15 May 2024)32.23%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return32.23%
Worst 3-yr total return6.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMITDXCategory
YTD6.12%5.31%
1-month-4.17%-4.19%
3-month4.38%3.90%
1-year19.35%20.31%
3-year6.32%6.48%
5-year11.26%11.78%
10-year11.24%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%N/AN/AN/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)

YTD33
1-month47
3-month32
1-year66
3-year61
5-year68

Load adjusted returns

1-year19.35%
3-year6.32%
5-year11.26%
10-year11.24%