Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr R2 (MIRTX)

33.79
+0.18
+(0.54%)
At close: 8:01:39 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.54%
5y Average Return 12.38%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Jun 9, 2025) 31.56%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 31.56%
Worst 3Y Total Return 5.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIRTX
Category
YTD
1.19%
5.31%
1-Month
5.41%
-4.19%
3-Month
-1.16%
3.90%
1-Year
8.24%
20.31%
3-Year
11.01%
6.48%
5-Year
12.94%
11.78%
10-Year
10.80%
10.96%
Last Bull Market
16.33%
25.56%
Last Bear Market
-12.76%
-15.11%

Annual Total Return (%) History

Year
MIRTX
Category
2025
--
--
2024
19.35%
--
2023
18.86%
22.32%
2022
-16.53%
-16.96%
2021
26.53%
26.07%
2020
13.81%
15.83%
2019
31.55%
28.78%
2018
-5.56%
-6.27%

2017
23.19%
20.44%
2016
8.54%
10.37%
2015
-0.03%
-1.07%
2014
10.68%
10.96%
2013
31.56%
31.50%
2012
18.86%
14.96%
2011
-2.09%
-1.27%
2010
11.28%
14.01%
2009
27.55%
28.17%
2008
-32.91%
-37.79%
2007
10.28%
6.16%
2006
12.85%
14.17%
2005
6.92%
5.88%
2004
11.03%
10.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
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 39
1-Month 71
3-Month 68
1-Year 82
3-Year 73
5-Year 80

Load Adjusted Returns

1-Year 8.24%
3-Year 11.01%
5-Year 12.94%
10-Year 10.80%

Performance & Risk

YTD Return 2.54%
5y Average Return 12.38%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 6.54B
YTD Return 1.19%
Yield 0.26%
Morningstar Rating
Inception Date Oct 31, 2003

Fund Summary

The fund normally invests the fund's assets primarily in equity securities. Equity securities include common stocks, depositary receipts, 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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