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MFS Massachusetts Investors Tr I (MITIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.42+0.39 (+1.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.19%
5-year average return11.84%
Number of years up20
Number of years down6
Best 1-yr total return (2 May 2024)32.23%
Worst 1-yr total return (2 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.
ReturnMITIXCategory
YTD6.11%14.84%
1-month-4.19%1.65%
3-month4.36%7.55%
1-year19.36%40.47%
3-year6.32%16.77%
5-year11.26%16.15%
10-year11.24%13.21%
Last bull market25.39%24.09%
Last bear market-12.65%-17.61%

Annual total return (%) history

Year
MITIXCategory
2024
N/AN/A
2023
19.42%N/A
2022
-16.13%N/A
2021
27.19%N/A
2020
14.39%15.83%
2019
32.23%28.78%
2018
-5.08%-6.27%
2017
23.79%20.44%
2016
9.08%10.37%
2015
0.46%-1.07%
2014
11.27%10.96%
2013
32.17%31.50%
2012
19.47%14.96%
2011
-1.55%-1.27%
2010
11.80%14.01%
2009
28.17%28.17%
2008
-32.55%-37.79%
2007
10.99%6.16%
2006
13.55%14.17%
2005
7.73%5.88%
2004
11.86%10.02%
2003
22.52%27.05%
2002
-21.66%-22.25%
2001
-15.99%-13.50%
2000
0.01%-6.31%
1999
7.38%20.16%
1998
23.40%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.75%N/AN/AN/A
20233.59%7.71%-4.13%11.65%
2022-6.36%-12.65%-5.78%8.84%
20216.37%9.19%1.36%8.04%
2020-20.38%19.55%7.34%11.95%
201914.79%5.40%1.58%7.58%
2018-0.29%1.72%7.00%-12.54%
20177.05%4.74%3.48%6.69%
2016-0.79%2.73%3.83%3.08%
20151.28%0.41%-6.33%5.46%
20141.44%3.64%0.07%5.77%
201310.46%1.80%6.57%10.30%
201214.36%-4.77%8.47%1.13%
20115.31%0.18%-15.53%10.48%
20104.65%-12.09%10.36%10.12%
2009-9.04%15.51%15.12%5.97%
2008-6.63%-1.73%-7.79%-20.28%
20070.93%6.76%3.79%-0.76%
20063.76%-2.71%6.88%5.25%
2005-1.29%1.01%4.61%3.28%
20040.38%2.01%-1.52%10.94%
2003-4.31%13.78%1.80%10.53%
20020.49%-12.85%-16.06%6.56%
2001-12.65%2.76%-13.57%8.27%
20001.94%-1.12%2.02%-2.74%
19990.80%5.09%-8.72%11.05%
199813.59%2.68%-10.82%18.64%
199717.47%6.28%4.35%N/A

Rank in category (by total return)

YTD33
1-month48
3-month33
1-year66
3-year61
5-year68

Load adjusted returns

1-year19.36%
3-year6.32%
5-year11.26%
10-year11.24%