MFS Massachusetts Investors Trust (MITTX)
The investment seeks capital appreciation. 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.
Fund Info
| ISIN | US5757361036 |
|---|---|
| CUSIP | 575736103 |
| Issuer | MFS |
| Inception Date | Jul 15, 1924 |
| Category | Large Cap Blend Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
MITTX features an expense ratio of 0.70%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: MITTX vs. ELFNX, MITTX vs. PRFDX, MITTX vs. SPY, MITTX vs. VTI, MITTX vs. VFIAX, MITTX vs. VWELX, MITTX vs. SCHD, MITTX vs. VITAX, MITTX vs. ^GSPC, MITTX vs. ILCB
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Massachusetts Investors Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Massachusetts Investors Trust had a return of 16.80% year-to-date (YTD) and 25.71% in the last 12 months. Over the past 10 years, MFS Massachusetts Investors Trust had an annualized return of 12.46%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.80% | 18.10% |
| 1 month | 1.07% | 1.42% |
| 6 months | 7.73% | 9.39% |
| 1 year | 25.71% | 26.58% |
| 5 years (annualized) | 14.24% | 13.42% |
| 10 years (annualized) | 12.46% | 10.88% |
Monthly Returns
The table below presents the monthly returns of MITTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.66% | 5.13% | 3.54% | -4.19% | 5.36% | 2.45% | 1.20% | 1.63% | 16.80% | ||||
| 2023 | 5.44% | -4.42% | 2.73% | 2.48% | -0.80% | 5.88% | 2.89% | -1.90% | -5.08% | -1.39% | 8.42% | 4.47% | 19.26% |
| 2022 | -4.92% | -3.76% | 2.28% | -6.77% | 0.47% | -6.79% | 8.15% | -4.79% | -8.56% | 7.83% | 6.34% | -5.09% | -16.27% |
| 2021 | -1.03% | 3.13% | 4.11% | 5.73% | 1.54% | 1.65% | 3.73% | 2.18% | -4.43% | 6.15% | -2.36% | 4.09% | 26.73% |
| 2020 | -0.43% | -8.36% | -12.80% | 12.46% | 5.04% | 1.13% | 4.62% | 5.99% | -3.23% | -2.56% | 11.02% | 12.06% | 23.64% |
| 2019 | 8.32% | 3.48% | 2.33% | 4.43% | -5.20% | 6.43% | 2.25% | -1.44% | 0.74% | 0.49% | 3.52% | 3.35% | 31.92% |
| 2018 | 5.54% | -3.54% | -2.11% | 0.34% | 0.84% | 0.43% | 4.63% | 1.71% | 0.49% | -6.90% | 2.79% | -8.64% | -5.30% |
| 2017 | 2.68% | 4.29% | -0.07% | 1.77% | 2.40% | 0.43% | 1.65% | 0.22% | 1.56% | 2.69% | 2.50% | 1.30% | 23.55% |
| 2016 | -4.48% | -1.65% | 5.51% | 1.41% | 1.90% | -0.65% | 4.36% | 0.21% | -0.73% | -1.64% | 2.63% | 2.03% | 8.80% |
| 2015 | -4.02% | 6.62% | -1.05% | 0.24% | 1.40% | -1.64% | 3.28% | -5.73% | -3.23% | 7.19% | 0.14% | -1.89% | 0.45% |
| 2014 | -3.43% | 5.01% | -0.00% | -0.50% | 1.53% | 2.67% | -1.80% | 3.10% | -1.20% | 1.66% | 3.58% | 1.38% | 12.32% |
| 2013 | 5.45% | 1.72% | 2.95% | 0.76% | 2.47% | -1.49% | 5.69% | -3.03% | 3.97% | 3.98% | 2.85% | 3.74% | 32.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MITTX is 70, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Massachusetts Investors Trust (MITTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Massachusetts Investors Trust granted a 9.71% dividend yield in the last twelve months. The annual payout for that period amounted to $3.85 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.85 | $3.76 | $2.99 | $3.61 | $4.27 | $2.49 | $3.70 | $2.34 | $1.72 | $1.72 | $2.17 | $0.75 |
Dividend yield | 9.71% | 10.96% | 9.35% | 8.66% | 11.94% | 7.58% | 13.82% | 7.27% | 6.14% | 6.30% | 7.54% | 2.70% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Massachusetts Investors Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $3.41 | $3.76 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.00 | $0.00 | $2.11 | $2.99 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.16 | $3.61 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.08 | $4.27 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.11 | $2.49 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.55 | $3.70 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.96 | $2.34 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 | $1.72 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $1.46 | $1.72 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.89 | $2.17 |
| 2013 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.75 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Massachusetts Investors Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Massachusetts Investors Trust was 48.88%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current MFS Massachusetts Investors Trust drawdown is 1.31%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.88% | Oct 15, 2007 | 351 | Mar 9, 2009 | 538 | Apr 26, 2011 | 889 |
| -44.17% | Aug 29, 2000 | 527 | Oct 9, 2002 | 1016 | Oct 24, 2006 | 1543 |
| -36.26% | Aug 26, 1987 | 106 | Jan 20, 1988 | 509 | Jan 2, 1990 | 615 |
| -33.45% | Feb 20, 2020 | 23 | Mar 23, 2020 | 109 | Aug 26, 2020 | 132 |
| -23.27% | Dec 30, 2021 | 190 | Sep 30, 2022 | 326 | Jan 19, 2024 | 516 |
Volatility
Volatility Chart
The current MFS Massachusetts Investors Trust volatility is 3.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.