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MITHX: MASSACHUSETTS INVESTORS TRUST R3 (MUTUAL FUND)
Basic Info 36.58 0.36(0.99%) June 24
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 04/08/2005 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.46% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/08/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 3.7 | -5.3 | 4.7 | 4.1 | 6.6 | 9.6 | 7.6 | 7.6 | 4.7 | 8.0 | -22.6 | 17.1 | 10.0 | 31.9 | -5.3 | 23.5 | 8.7 | 0.2 | 11.1 | 31.9 | 19.2 | -1.8 | 11.5 | 27.9 | -32.7 | 10.5 | 13.2 | 8.3 |
| Sharpe Ratio | NA | 0.03 | -0.49 | 0.04 | 0.1 | 0.27 | NA | NA | 0.33 | -0.11 | 0.26 | -1.03 | 1.17 | 0.29 | 2.48 | -0.4 | 3.36 | 0.62 | 0.01 | 0.96 | 2.84 | 1.46 | -0.07 | 0.65 | 1.08 | -0.86 | 0.49 | 1.0 | 0.89 |
| Draw Down(%) | NA | 16.1 | 25.6 | 25.6 | 30.0 | 33.5 | NA | NA | 49.4 | 15.3 | 10.8 | 24.7 | 10.7 | 33.5 | 6.0 | 18.4 | 2.7 | 11.0 | 11.2 | 8.3 | 5.7 | 10.9 | 20.3 | 15.9 | 24.7 | 43.5 | 8.5 | 8.6 | 4.6 |
| Standard Deviation(%) | NA | 21.4 | 21.3 | 18.4 | 18.0 | 18.5 | NA | NA | 19.2 | 17.1 | 14.9 | 23.3 | 14.6 | 33.3 | 12.3 | 16.4 | 6.8 | 13.8 | 15.7 | 11.6 | 11.2 | 13.2 | 24.6 | 17.5 | 25.7 | 39.2 | 15.5 | 10.0 | 10.3 |
| Treynor Ratio | NA | 0.01 | -0.17 | 0.01 | 0.03 | 0.08 | NA | NA | 0.08 | -0.04 | 0.07 | -0.44 | 0.5 | 0.11 | 0.57 | -0.09 | 0.34 | 0.1 | 0.0 | 0.14 | 0.36 | 0.22 | -0.02 | 0.13 | 0.29 | -0.33 | 0.08 | 0.14 | 0.11 |
| Alpha | NA | -0.01 | -0.07 | -0.04 | -0.01 | -0.01 | NA | NA | -0.01 | -0.04 | -0.06 | 0.0 | 0.06 | -0.1 | 0.03 | -0.03 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | 0.01 | -0.01 | 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 | 0.6 | 0.63 | 0.62 | 0.71 | NA | NA | 0.8 | 0.41 | 0.5 | 0.77 | 0.31 | 0.84 | 0.64 | 0.89 | 0.74 | 0.88 | 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 | 0.5 | 0.8 | 0.9 | 4.4 | 6.8 | 5.7 | N/A | 0.5 | 0.9 | 0.8 | 0.8 | 0.8 | 9.4 | 11.5 | 8.3 | 6.4 | 5.7 | 7.0 | 2.7 | 4.1 | 1.0 | 0.9 | 1.8 | 2.3 | 8.5 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -39.7 | -73.8 | -88.9 | 108.3 | N/A | N/A | N/A | -39.7 | -6.3 | 13.7 | 10.4 | -89.9 | -32.9 | 58.5 | 36.3 | 4.6 | -14.9 | 232.0 | -25.4 | 289.9 | 20.6 | -35.8 | -45.8 | -72.9 | 793.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/08/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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