Nasdaq - Delayed Quote USD

MFS Massachusetts Investors Tr C (MITCX)

32.30
-0.45
(-1.37%)
At close: 8:02:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.42%
5y Average Return 13.12%
Number of Years Up 20
Number of Years Down 8
Best 1Y Total Return (May 20, 2025) 30.88%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 30.88%
Worst 3Y Total Return 5.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MITCX
Category
YTD
-4.15%
5.31%
1-Month
-1.50%
-4.19%
3-Month
-7.17%
3.90%
1-Year
7.62%
20.31%
3-Year
8.70%
6.48%
5-Year
12.29%
11.78%
10-Year
9.81%
10.96%
Last Bull Market
15.99%
25.56%
Last Bear Market
-12.87%
-15.11%

Annual Total Return (%) History

Year
MITCX
Category
2025
--
--
2024
18.75%
--
2023
18.26%
22.32%
2022
-16.97%
-16.96%
2021
25.89%
26.07%
2020
13.28%
15.83%
2019
30.88%
28.78%
2018
-6.04%
-6.27%

2017
22.62%
20.44%
2016
7.97%
10.37%
2015
-0.54%
-1.07%
2014
10.19%
10.96%
2013
30.87%
31.50%
2012
18.26%
14.96%
2011
-2.53%
-1.27%
2010
10.66%
14.01%
2009
26.92%
28.17%
2008
-33.24%
-37.79%
2007
9.89%
6.16%
2006
12.42%
14.17%
2005
6.66%
5.88%
2004
10.73%
10.02%
2003
21.42%
27.05%
2002
-22.49%
-22.25%
2001
-16.82%
-13.50%
2000
-0.96%
-6.31%
1999
6.27%
20.16%
1998
22.11%
22.39%
1997
30.76%
28.37%
1996
--
20.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.69% -- -- --
2024 10.47% 3.20% 3.45% 0.69%
2023 3.35% 7.43% -4.36% 11.37%
2022 -6.58% -12.87% -6.03% 8.55%
2021 6.08% 8.91% 1.12% 7.76%
2020 -20.59% 19.26% 7.07% 11.71%
2019 14.49% 5.14% 1.32% 7.31%
2018 -0.55% 1.44% 6.75% -12.75%
2017 6.81% 4.47% 3.25% 6.43%
2016 -1.07% 2.47% 3.61% 2.80%

2015 1.05% 0.13% -6.55% 5.20%
2014 1.20% 3.38% -0.18% 5.52%
2013 10.21% 1.53% 6.33% 9.99%
2012 14.05% -4.98% 8.18% 0.87%
2011 5.05% -0.09% -15.71% 10.16%
2010 4.36% -12.31% 10.07% 9.85%
2009 -9.29% 15.22% 14.86% 5.72%
2008 -6.93% -1.92% -8.05% -20.47%
2007 0.69% 6.46% 3.57% -1.02%
2006 3.46% -2.96% 6.66% 4.99%
2005 -1.55% 0.72% 4.38% 3.04%
2004 0.13% 1.71% -1.75% 10.66%
2003 -4.48% 13.47% 1.55% 10.31%
2002 0.25% -13.04% -16.35% 6.29%
2001 -12.85% 2.48% -13.79% 8.03%
2000 1.75% -1.39% 1.75% -2.99%
1999 0.54% 4.81% -8.94% 10.75%
1998 13.31% 2.39% -11.07% 18.35%
1997 1.11% 17.17% 6.02% 4.11%
1996 7.46% -- -- --

Rank in Category (By Total Return)

YTD 34
1-Month 78
3-Month 30
1-Year 75
3-Year 81
5-Year 86

Load Adjusted Returns

1-Year 6.69%
3-Year 8.70%
5-Year 12.29%
10-Year 9.81%

Performance & Risk

YTD Return 1.42%
5y Average Return 13.12%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family MFS
Net Assets 6.26B
YTD Return -4.15%
Yield 0.00%
Morningstar Rating
Inception Date Jan 02, 1997

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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