Back to top
Massachusetts Investors Growth Stock Fund Cl R2: (MF: MIRGX)
(NASDAQ Mutual Funds) As of Nov 26, 2021 08:00 PM ET
$42.46 USD
-0.96 (-2.21%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Oct 31, 2021
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.97 | 57 |
| 3 months | 3.03 | 70 |
| 6 months | 9.60 | 40 |
| 1 Year | 38.44 | 69 |
| 3 Year | 25.12 | 26 |
| 5 Year | 21.86 | 23 |
| 10 Year | 16.47 | 25 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.33 |
| Bull Market (2/09 - 9/19) | 753.01 |
Load Adjusted Returns as of Oct 31, 2021
| 1 Year | 26.57 |
| 5 Year | 19.54 |
| 10 Year | 16.96 |
| Since Inception | 10.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2021 | 3.45 | 8.60 | 0.90 | NA |
| 2020 | -17.87 | 20.59 | 10.43 | 11.64 |
| 2019 | 17.51 | 5.57 | 2.95 | 9.22 |
| 2018 | 1.84 | 3.48 | 8.21 | -11.83 |
| 2017 | 9.11 | 5.54 | 3.70 | 7.42 |
| 2016 | 3.33 | 0.64 | 3.89 | -1.99 |
Annual Return
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.97 | 22.11 | 39.51 | 0.55 | 28.28 | 5.90 | -0.30 | 11.22 | 29.82 | 16.60 | 1.06 |
| % Total Return Rel to Index | -3.06 | 3.70 | 8.02 | 4.94 | 6.48 | -6.03 | -1.69 | -2.41 | -2.55 | 0.61 | -1.03 |
| % Total Return Rel to Peer | 0.28 | 2.19 | 11.08 | 7.41 | 7.60 | -1.91 | 1.29 | 3.02 | -0.87 | 2.33 | 4.09 |
| % Perf Quintile vs Peer* | 3.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.14 | 0.17 | 0.12 | 0.14 | 0.09 | 0.07 | 0.12 | 0.06 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.53 | 0.57 | 0.50 | 0.59 | 0.38 | 0.30 | 0.68 | 0.43 |
| Capital Gains ($) | 0.69 | 2.72 | 2.34 | 2.45 | 1.66 | 1.18 | 1.29 | 0.78 | 0.23 | 0.00 | 0.00 |
| Expense Ratio | 0.95 | 0.96 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 1.00 | 1.04 | 1.06 |
* 1 = Top 20%, 5 = Bottom 20%