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Massachusetts Investors Trust Class A: (MF: MITTX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$37.09 USD
+0.40 (1.09%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.66 | 40 |
| 3 months | 10.66 | 40 |
| 6 months | 23.48 | 45 |
| 1 Year | 27.36 | 49 |
| 3 Year | 9.62 | 33 |
| 5 Year | 12.93 | 44 |
| 10 Year | 11.40 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.37 |
| Bear Market (10/07 - 2/09) | -44.91 |
| Bull Market (2/09 - 3/21) | 677.05 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 20.44 |
| 5 Year | 11.67 |
| 10 Year | 10.77 |
| Since Inception | 9.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.66 | NA | NA | NA |
| 2023 | 3.53 | 7.63 | -4.18 | 11.58 |
| 2022 | -6.40 | -12.69 | -5.85 | 8.78 |
| 2021 | 6.25 | 9.13 | 1.29 | 7.97 |
| 2020 | -20.43 | 19.45 | 7.29 | 11.90 |
| 2019 | 14.70 | 5.34 | 1.53 | 7.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.66 | 19.15 | -16.31 | 26.83 | 14.12 | 31.89 | -5.27 | 23.59 | 8.76 | 0.26 | 10.98 |
| % Total Return Rel to Index | 0.10 | -7.09 | 1.88 | -1.85 | -4.27 | 0.40 | -0.88 | 1.79 | -3.17 | -1.12 | -2.66 |
| % Total Return Rel to Peer | 0.71 | -3.84 | 3.38 | 4.77 | -5.79 | 3.46 | 1.58 | 2.91 | 0.94 | 1.86 | 2.77 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.30 | 0.31 | 0.27 | 0.25 | 0.21 | 0.29 | 0.30 | 0.26 | 0.25 | 0.24 |
| % Yield | 0.00 | 0.75 | 0.87 | 0.57 | 0.65 | 0.57 | 0.92 | 0.84 | 0.84 | 0.85 | 0.75 |
| Capital Gains ($) | 0.00 | 3.46 | 2.68 | 3.34 | 1.30 | 2.27 | 3.42 | 2.04 | 1.45 | 1.38 | 1.68 |
| Expense Ratio | 0.00 | 0.71 | 0.70 | 0.70 | 0.70 | 0.69 | 0.69 | 0.70 | 0.71 | 0.70 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%