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MITDX: MASSACHUSETTS INVESTORS TRUST R4 (MUTUAL FUND)
Basic Info 39.04 0.08(0.21%) July 10
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.69% |
| Expenses | 0.70% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/07/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 7.0 | -3.2 | 4.6 | 4.9 | 7.4 | 10.1 | 8.0 | 8.0 | 5.5 | 8.6 | -22.3 | 17.6 | 10.3 | 32.2 | -5.1 | 23.8 | 9.0 | 0.4 | 11.4 | 32.2 | 19.4 | -1.6 | 11.8 | 28.2 | -32.5 | 10.8 | 13.5 | 7.4 |
| Sharpe Ratio | NA | 0.55 | -0.28 | 0.08 | 0.18 | 0.33 | NA | NA | 0.36 | -0.07 | 0.3 | -1.02 | 1.21 | 0.3 | 2.51 | -0.39 | 3.41 | 0.64 | 0.02 | 0.98 | 2.86 | 1.48 | -0.06 | 0.67 | 1.1 | -0.85 | 0.51 | 1.03 | 0.76 |
| Draw Down(%) | NA | 16.1 | 25.2 | 25.2 | 29.7 | 33.4 | NA | NA | 49.3 | 15.0 | 10.7 | 24.6 | 10.6 | 33.4 | 6.0 | 18.4 | 2.6 | 11.0 | 11.1 | 8.3 | 5.7 | 10.9 | 20.2 | 15.9 | 24.7 | 43.5 | 8.4 | 8.5 | 4.6 |
| Standard Deviation(%) | NA | 20.8 | 21.2 | 18.1 | 17.9 | 18.4 | NA | NA | 19.2 | 16.9 | 14.7 | 23.3 | 14.5 | 33.2 | 12.3 | 16.5 | 6.8 | 13.8 | 15.7 | 11.6 | 11.2 | 13.2 | 24.6 | 17.5 | 25.6 | 39.1 | 15.5 | 10.0 | 10.3 |
| Treynor Ratio | NA | 0.19 | -0.1 | 0.02 | 0.06 | 0.09 | NA | NA | 0.09 | -0.02 | 0.08 | -0.43 | 0.52 | 0.12 | 0.57 | -0.09 | 0.34 | 0.1 | 0.0 | 0.14 | 0.36 | 0.23 | -0.02 | 0.13 | 0.3 | -0.33 | 0.09 | 0.14 | 0.09 |
| Alpha | NA | 0.0 | -0.06 | -0.04 | -0.01 | -0.01 | NA | NA | -0.01 | -0.04 | -0.06 | 0.0 | 0.07 | -0.1 | 0.03 | -0.03 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.04 | 0.0 | 0.04 | -0.03 |
| Beta | NA | 0.62 | 0.6 | 0.6 | 0.54 | 0.66 | NA | NA | 0.78 | 0.52 | 0.55 | 0.55 | 0.34 | 0.85 | 0.54 | 0.74 | 0.68 | 0.87 | 0.93 | 0.81 | 0.89 | 0.86 | 0.89 | 0.9 | 0.95 | 1.02 | 0.91 | 0.72 | 0.83 |
| RSquared | NA | 0.88 | 0.61 | 0.63 | 0.62 | 0.72 | NA | NA | 0.8 | 0.42 | 0.51 | 0.77 | 0.31 | 0.84 | 0.64 | 0.89 | 0.74 | 0.87 | 0.92 | 0.9 | 0.92 | 0.9 | 0.92 | 0.97 | 0.83 | 0.95 | 0.93 | 0.88 | 0.85 |
| Yield(%) | N/A | 0.0 | 0.7 | 1.0 | 1.0 | 4.7 | 7.1 | 5.8 | N/A | 0.8 | 1.2 | 1.0 | 1.1 | 1.0 | 9.5 | 11.6 | 8.5 | 6.6 | 5.9 | 7.2 | 2.9 | 4.3 | 1.2 | 1.1 | 2.0 | 2.5 | 7.9 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -27.8 | -62.6 | -86.6 | 104.2 | N/A | N/A | N/A | -27.8 | -5.4 | 9.0 | 12.2 | -86.9 | -32.3 | 56.4 | 35.8 | 4.0 | -14.2 | 213.2 | -22.9 | 239.9 | 24.6 | -30.4 | -46.6 | -68.0 | 572.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2005
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See LARGE GROWTH Asset Class Trend Rankings |
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