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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.
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Returns By Period
MFS Massachusetts Investors Trust (MITTX) has returned -6.58% so far this year and 8.95% over the past 12 months. Over the last decade, MITTX has posted an annualized return of 12.28%, slightly higher than the S&P 500 Index benchmark’s 12.16%.
MFS Massachusetts Investors Trust
- 1D
- -0.15%
- 1M
- -8.19%
- YTD
- -6.58%
- 6M
- -4.84%
- 1Y
- 8.95%
- 3Y*
- 13.55%
- 5Y*
- 8.64%
- 10Y*
- 12.28%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 3, 1973, MITTX's average daily return is +0.03%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 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% | -8.19% | -6.58% | |||||||||
| 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 0.24%, beta of 0.90, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since May 04, 1973.
- This fund participated in 97.49% of S&P 500 Index downside but only 94.21% 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
- 0.24%
- Beta
- 0.90
- R²
- 0.82
- Upside Capture
- 94.21%
- Downside Capture
- 97.49%
Expense Ratio
MITTX has an expense ratio of 0.70%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MITTX ranks 23 for risk / return — below 23% 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 a chosen benchmark (S&P 500 Index).
| MITTX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.90 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.39 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 1.40 | -0.70 |
Martin ratioReturn relative to average drawdown | 2.89 | 6.61 | -3.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore MITTX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
MFS Massachusetts Investors Trust provided a 15.33% 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 | 15.33% | 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 | |||||||||
| 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 9.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.54% | Oct 15, 2007 | 352 | Mar 9, 2009 | 540 | Apr 28, 2011 | 892 |
| -44.55% | Sep 5, 2000 | 525 | Oct 9, 2002 | 1020 | Oct 26, 2006 | 1545 |
| -42.81% | Oct 15, 1973 | 246 | Oct 3, 1974 | 1471 | Jul 29, 1980 | 1717 |
| -37.28% | Nov 21, 1980 | 435 | Aug 12, 1982 | 933 | Apr 21, 1986 | 1368 |
| -37.1% | Aug 26, 1987 | 102 | Jan 20, 1988 | 584 | May 11, 1990 | 686 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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