- ISIN
- US5757361036
- CUSIP
- 575736103
- Issuer
- MFS
- Inception Date
- Jul 15, 1924
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
MITTX Performance Chart
MFS Massachusetts Investors Trust (MITTX) is up 7.8% since the beginning of the year. MITTX is currently trading at $38 per share. Investors who bought $1,000 worth of MITTX shares 5 years ago would now be looking at an investment worth $1,645.
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Returns By Period
MFS Massachusetts Investors Trust (MITTX) has returned 7.77% so far this year and 20.45% over the past 12 months. Over the last ten years, MITTX has had an annualized return of 13.71%, just under the S&P 500 Index benchmark’s 13.88%.
MFS Massachusetts Investors Trust
- 1D
- 0.95%
- 1M
- 0.76%
- YTD
- 7.77%
- 6M
- 7.46%
- 1Y
- 20.45%
- 3Y*
- 16.64%
- 5Y*
- 10.47%
- 10Y*
- 13.71%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MITTX Monthly Returns History
Based on dividend-adjusted daily data since May 3, 1973, MITTX's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.
Historically, 61% of months were positive and 39% were negative. The best month was Oct 1974 with a return of +14.7%, while the worst month was Oct 1987 at -22.1%. The longest winning streak lasted 18 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MITTX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +11.6%, while the worst single day was Oct 20, 1987 at -17.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.64% | -0.88% | -5.61% | 9.23% | 2.84% | -0.10% | 7.77% | ||||||
| 2025 | 3.29% | -0.84% | -4.85% | -1.43% | 5.43% | 4.24% | 2.10% | 1.11% | 2.38% | 1.28% | 0.28% | 0.30% | 13.67% |
| 2024 | 1.66% | 5.13% | 3.54% | -4.19% | 5.36% | 2.45% | 1.20% | 1.63% | 0.78% | -0.89% | 5.09% | -3.13% | 19.69% |
| 2023 | 5.44% | -4.42% | 2.73% | 2.48% | -0.80% | 5.88% | 2.89% | -1.90% | -5.08% | -1.39% | 8.42% | 4.48% | 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% |
Benchmark Metrics
MFS Massachusetts Investors Trust has an annualized alpha of 0.19%, beta of 0.90, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since May 03, 1973.
- This fund participated in 97.56% of S&P 500 Index downside but only 93.97% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.90 and R2 of 0.82, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.19%
- Beta
- 0.90
- R²
- 0.82
- Upside Capture
- 93.97%
- Downside Capture
- 97.56%
Expense Ratio
MITTX has an expense ratio of 0.70%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MITTX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Massachusetts Investors Trust (MITTX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MITTX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | 2.78 | -0.71 |
| Martin ratioReturn relative to average drawdown | 8.88 | 12.44 | -3.56 |
Dividends
Dividend History
MFS Massachusetts Investors Trust provided a 13.29% dividend yield over the last twelve months, with an annual payout of $5.09 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.09 | $5.09 | $5.19 | $3.76 | $2.99 | $3.61 | $2.91 | $2.49 | $3.61 | $2.34 | $1.55 | $1.64 |
Dividend yield | 13.29% | 14.33% | 14.47% | 10.96% | 9.35% | 8.66% | 8.14% | 7.58% | 13.49% | 7.27% | 5.55% | 6.02% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.00 | $4.23 | $5.09 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $4.75 | $5.19 |
| 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 |
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.
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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 49.54%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.
The current MFS Massachusetts Investors Trust drawdown is 0.39%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -49.54%Mar 2009 | 1y 4mo | 2y 1mo | 3y 6moOct 2007 - Apr 2011 |
Dot-com crash2000–2002 | -44.55%Oct 2002 | 2y 1mo | 4y 18d | 6y 1moSep 2000 - Oct 2006 |
1974 bear market1974 | -42.81%Oct 1974 | 11mo 23d | 5y 10mo | 6y 9moOct 1973 - Jul 1980 |
1982 bear market1982 | -37.28%Aug 1982 | 1y 8mo | 3y 8mo | 5y 5moNov 1980 - Apr 1986 |
1988 bear market1988 | -37.10%Jan 1988 | 4mo 27d | 2y 3mo | 2y 8moAug 1987 - May 1990 |
Drawdown Indicators
| MITTX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.54% | -56.78% | +7.24% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -9.10% | -0.66% |
Max Drawdown (3Y)Largest decline over 3 years | -16.10% | -18.90% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -23.27% | -25.43% | +2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -33.92% | +0.47% |
Current DrawdownCurrent decline from peak | -0.39% | -1.80% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -10.53% | -10.71% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 2.03% | +0.24% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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