MFS Massachusetts Investors Tr A (MITTX)

35.76 -0.13 (-0.36%) USD  |  Aug 09 2022

MITTX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MFS Massachusetts Investors Tr A
19.15%
31.90%
10.99%
0.28%
8.77%
23.56%
-5.31%
31.91%
14.12%
26.82%
-13.92%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.72%
MFS Core Equity A
16.57%
34.16%
11.11%
-0.37%
11.09%
24.46%
-4.11%
32.73%
18.55%
25.08%
-12.05%
Invesco Rising Dividends A
12.66%
27.36%
10.93%
-0.67%
4.53%
16.76%
-6.52%
29.56%
13.35%
26.64%
-10.85%
ClearBridge Appreciation A
15.48%
29.28%
10.73%
1.43%
9.07%
19.51%
-2.18%
29.82%
14.50%
23.58%
-10.18%
JNL/Mellon US Stock Market Index A
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-5.79%
30.13%
20.18%
25.35%
-14.16%
As of August 09, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MFS Massachusetts Investors Tr A
2.66%
2.46%
-10.75%
-9.56%
10.73%
11.03%
12.37%
8.94%
9.44%
8.27%
S&P 500 Total Return
5.82%
3.73%
-9.43%
-5.61%
14.07%
12.74%
13.58%
9.40%
10.01%
10.07%
MFS Core Equity A
5.68%
5.42%
-8.51%
-6.99%
12.94%
12.62%
13.48%
9.49%
10.18%
9.43%
Invesco Rising Dividends A
5.76%
3.60%
-7.75%
-3.20%
11.92%
10.49%
10.55%
7.38%
8.74%
12.00%
ClearBridge Appreciation A
4.57%
3.31%
-7.44%
-4.69%
11.73%
11.77%
12.05%
8.98%
9.37%
10.46%
JNL/Mellon US Stock Market Index A
5.99%
4.04%
-10.40%
-8.66%
12.71%
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11.47%
As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022