Nasdaq - Delayed Quote USD
MFS Massachusetts Investors Tr R2 (MIRTX)
30.94
+2.29
+(7.99%)
As of 8:06:38 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.44% |
| 5y Average Return | 13.43% |
| Number of Years Up | 16 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 9, 2025) | 31.56% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 31.56% |
| Worst 3Y Total Return | 5.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MIRTX
Category
- YTD
- -2.60%
- 5.31%
- 1-Month
- -4.87%
- -4.19%
- 3-Month
- -2.60%
- 3.90%
- 1-Year
- 5.11%
- 20.31%
- 3-Year
- 7.23%
- 6.48%
- 5-Year
- 15.87%
- 11.78%
- 10-Year
- 10.55%
- 10.96%
- Last Bull Market
- 16.33%
- 25.56%
- Last Bear Market
- -12.76%
- -15.11%
Annual Total Return (%) History
Year
MIRTX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.60% | -- | -- | -- |
| 2024 | 10.60% | 3.34% | 3.55% | 0.85% |
| 2023 | 3.46% | 7.59% | -4.26% | 11.54% |
| 2022 | -6.45% | -12.76% | -5.93% | 8.72% |
| 2021 | 6.23% | 9.05% | 1.24% | 7.89% |
| 2020 | -20.50% | 19.42% | 7.18% | 11.84% |
| 2019 | 14.63% | 5.26% | 1.48% | 7.43% |
| 2018 | -0.39% | 1.56% | 6.86% | -12.64% |
| 2017 | 6.95% | 4.59% | 3.35% | 6.57% |
| 2016 | -0.92% | 2.58% | 3.75% | 2.93% |
| 2015 | 1.19% | 0.25% | -6.43% | 5.32% |
| 2014 | 1.31% | 3.49% | -0.04% | 5.60% |
| 2013 | 10.36% | 1.66% | 6.45% | 10.16% |
| 2012 | 14.22% | -4.91% | 8.34% | 1.01% |
| 2011 | 5.10% | 0.09% | -15.64% | 10.33% |
| 2010 | 4.51% | -12.19% | 10.25% | 9.98% |
| 2009 | -9.14% | 15.36% | 15.03% | 5.78% |
| 2008 | -6.80% | -1.80% | -7.94% | -20.37% |
| 2007 | 0.79% | 6.57% | 3.64% | -0.93% |
| 2006 | 3.58% | -2.83% | 6.71% | 5.07% |
| 2005 | -1.50% | 0.84% | 4.40% | 3.10% |
| 2004 | 0.17% | 1.88% | -1.72% | 10.70% |
Rank in Category (By Total Return)
| YTD | 25 |
| 1-Month | 24 |
| 3-Month | 25 |
| 1-Year | 65 |
| 3-Year | 68 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 5.11% |
| 3-Year | 7.23% |
| 5-Year | 15.87% |
| 10-Year | 10.55% |
Performance & Risk
| YTD Return | -5.44% |
| 5y Average Return | 13.43% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | MFS |
| Net Assets | 6.43B |
| YTD Return | -2.60% |
| Yield | 0.27% |
| Morningstar Rating | |
| Inception Date | Jul 01, 1996 |
Fund Summary
The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. While it may invest the fund's assets in companies of any size, the fund primarily invests in companies with large capitalizations. It may invest the fund's assets in foreign securities.
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