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Massachusetts Investors Growth Stock Fund Cl R2: (MF: MIRGX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$39.39 USD
+0.53 (1.36%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.02 | 76 |
| 3 months | 8.02 | 76 |
| 6 months | 20.94 | 70 |
| 1 Year | 24.14 | 60 |
| 3 Year | 9.43 | 35 |
| 5 Year | 14.47 | 28 |
| 10 Year | 13.25 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.33 |
| Bull Market (2/09 - 3/21) | 855.90 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 24.14 |
| 5 Year | 14.46 |
| 10 Year | 13.25 |
| Since Inception | 10.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.02 | NA | NA | NA |
| 2023 | 7.69 | 8.17 | -5.11 | 11.96 |
| 2022 | -7.46 | -13.91 | -7.53 | 9.36 |
| 2021 | 3.45 | 8.60 | 0.90 | 11.03 |
| 2020 | -17.87 | 20.59 | 10.43 | 11.64 |
| 2019 | 17.51 | 5.57 | 2.95 | 9.22 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.02 | 23.75 | -19.43 | 25.87 | 22.11 | 39.51 | 0.55 | 28.28 | 5.90 | -0.30 | 11.22 |
| % Total Return Rel to Index | -2.53 | -2.48 | -1.23 | -2.81 | 3.70 | 8.02 | 4.94 | 6.48 | -6.03 | -1.69 | -2.41 |
| % Total Return Rel to Peer | -1.92 | 0.76 | 0.26 | 3.81 | 2.19 | 11.08 | 7.41 | 7.60 | -1.91 | 1.29 | 3.02 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.02 | 0.06 | 0.00 | 0.00 | 0.00 | 0.14 | 0.17 | 0.12 | 0.14 | 0.09 |
| % Yield | 0.00 | 0.05 | 0.18 | 0.00 | 0.00 | 0.00 | 0.53 | 0.57 | 0.50 | 0.59 | 0.38 |
| Capital Gains ($) | 0.00 | 1.45 | 1.33 | 4.38 | 2.72 | 2.34 | 2.45 | 1.66 | 1.18 | 1.29 | 0.78 |
| Expense Ratio | 0.00 | 0.96 | 0.96 | 0.95 | 0.96 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%