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Massachusetts Investors Trust Class R3: (MF: MITHX)
(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET
$35.32 USD
-0.07 (-0.20%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.91 | 28 |
| 3 months | -6.99 | 23 |
| 6 months | -2.16 | 40 |
| 1 Year | 8.48 | 45 |
| 3 Year | 9.54 | 47 |
| 5 Year | 13.15 | 52 |
| 10 Year | 10.64 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.77 |
| Bull Market (2/09 - 3/21) | 767.96 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.43 |
| 5 Year | 16.17 |
| 10 Year | 10.83 |
| Since Inception | 9.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.52 | NA | NA | NA |
| 2024 | 10.63 | 3.41 | 3.63 | 0.91 |
| 2023 | 3.51 | 7.64 | -4.18 | 11.60 |
| 2022 | -6.41 | -12.69 | -5.84 | 8.79 |
| 2021 | 6.29 | 9.13 | 1.28 | 7.98 |
| 2020 | -20.43 | 19.45 | 7.27 | 11.90 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.91 | 19.66 | 19.16 | -16.30 | 26.86 | 14.10 | 31.83 | -5.28 | 23.53 | 8.77 | 0.24 |
| % Total Return Rel to Index | 1.00 | -5.35 | -7.08 | 1.89 | -1.81 | -4.30 | 0.34 | -0.89 | 1.73 | -3.16 | -1.14 |
| % Total Return Rel to Peer | 1.56 | 0.27 | -3.83 | 3.39 | 4.81 | -5.81 | 3.41 | 1.57 | 2.85 | 0.95 | 1.84 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.17 | 0.29 | 0.31 | 0.27 | 0.25 | 0.20 | 0.28 | 0.29 | 0.25 | 0.25 |
| % Yield | 0.00 | 0.42 | 0.44 | 0.88 | 0.59 | 0.65 | 0.56 | 0.91 | 0.84 | 0.84 | 0.84 |
| Capital Gains ($) | 0.00 | 5.01 | 3.46 | 2.68 | 3.34 | 1.30 | 2.27 | 3.42 | 2.04 | 1.45 | 1.38 |
| Expense Ratio | 0.00 | 0.70 | 0.71 | 0.71 | 0.70 | 0.71 | 0.71 | 0.71 | 0.72 | 0.72 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%