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MITIX: MASSACHUSETTS INVESTORS TRUST I (MUTUAL FUND)
Basic Info 36.35 0.29(0.80%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 03/26/1997 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.75% |
| Expenses | 0.70% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/26/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 7.0 | -3.7 | 4.2 | 4.7 | 7.2 | 10.3 | 8.0 | 6.1 | 4.5 | 7.9 | -22.6 | 17.1 | 10.2 | 32.2 | -5.1 | 23.8 | 9.1 | 0.4 | 11.4 | 32.2 | 19.5 | -1.5 | 11.8 | 28.2 | -32.6 | 11.0 | 13.6 | 7.7 | 11.7 | 21.7 | -22.7 | -17.3 | -4.4 | 3.5 | 15.6 | 15.3 |
| Sharpe Ratio | NA | 0.55 | -0.32 | 0.04 | 0.15 | 0.31 | NA | NA | 0.24 | -0.12 | 0.25 | -1.03 | 1.16 | 0.3 | 2.51 | -0.39 | 3.38 | 0.65 | 0.02 | 0.98 | 2.85 | 1.49 | -0.07 | 0.67 | 1.07 | -0.85 | 0.52 | 1.04 | 0.55 | 0.99 | 1.31 | -0.97 | -1.12 | -0.44 | 0.02 | 0.67 | 0.85 |
| Draw Down(%) | NA | 16.1 | 25.9 | 25.9 | 30.0 | 33.4 | NA | NA | 49.2 | 15.7 | 10.7 | 24.6 | 10.9 | 33.4 | 6.0 | 18.4 | 2.6 | 10.9 | 11.1 | 8.3 | 5.7 | 10.9 | 20.2 | 15.8 | 24.6 | 43.5 | 8.4 | 8.5 | 6.9 | 8.1 | 13.5 | 31.5 | 28.3 | 12.2 | 14.5 | 18.7 | 11.7 |
| Standard Deviation(%) | NA | 20.9 | 21.7 | 18.4 | 18.1 | 18.6 | NA | NA | 18.9 | 17.5 | 15.0 | 23.3 | 14.7 | 33.2 | 12.3 | 16.4 | 6.9 | 13.8 | 15.6 | 11.6 | 11.3 | 13.2 | 24.3 | 17.4 | 26.1 | 39.2 | 15.5 | 10.0 | 10.2 | 10.9 | 16.0 | 24.5 | 17.7 | 19.2 | 15.5 | 18.5 | 19.7 |
| Treynor Ratio | NA | 0.19 | -0.11 | 0.01 | 0.05 | 0.09 | NA | NA | 0.06 | -0.04 | 0.07 | -0.44 | 0.51 | 0.12 | 0.57 | -0.09 | 0.34 | 0.1 | 0.0 | 0.14 | 0.36 | 0.23 | -0.02 | 0.13 | 0.27 | -0.33 | 0.09 | 0.14 | 0.07 | 0.16 | 0.27 | -0.32 | -0.46 | -0.18 | 0.0 | 0.19 | 0.22 |
| Alpha | NA | 0.01 | -0.06 | -0.04 | -0.01 | -0.01 | NA | NA | 0.0 | -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 | 0.0 | 0.0 | -0.02 | 0.04 | 0.01 | 0.04 | -0.01 | 0.02 | 0.01 | 0.03 | -0.02 | 0.01 | -0.03 | -0.02 | 0.02 |
| Beta | NA | 0.62 | 0.6 | 0.6 | 0.54 | 0.66 | NA | NA | 0.72 | 0.52 | 0.55 | 0.55 | 0.34 | 0.85 | 0.54 | 0.74 | 0.69 | 0.85 | 0.93 | 0.81 | 0.9 | 0.86 | 0.89 | 0.89 | 1.04 | 1.02 | 0.91 | 0.72 | 0.8 | 0.69 | 0.77 | 0.75 | 0.44 | 0.47 | 0.67 | 0.65 | 0.76 |
| RSquared | NA | 0.88 | 0.58 | 0.61 | 0.61 | 0.71 | NA | NA | 0.78 | 0.39 | 0.49 | 0.76 | 0.3 | 0.84 | 0.64 | 0.89 | 0.74 | 0.83 | 0.92 | 0.9 | 0.92 | 0.9 | 0.94 | 0.97 | 0.95 | 0.95 | 0.93 | 0.88 | 0.86 | 0.86 | 0.86 | 0.94 | 0.75 | 0.7 | 0.82 | 0.71 | 0.71 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.1 | 1.1 | 4.9 | 7.6 | 6.1 | N/A | 0.9 | 1.3 | 1.0 | 1.1 | 1.1 | 9.9 | 11.9 | 8.8 | 6.8 | 6.1 | 7.4 | 3.0 | 4.4 | 1.3 | 1.1 | 2.0 | 2.6 | 8.9 | 1.4 | 1.1 | 1.6 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -26.9 | -62.4 | -86.4 | 95.0 | N/A | N/A | N/A | -26.9 | -4.9 | 8.7 | 10.2 | -86.6 | -32.0 | 56.1 | 35.7 | 3.8 | -14.3 | 210.7 | -22.3 | 240.7 | 24.6 | -30.4 | -46.6 | -71.2 | 624.3 | 32.1 | -21.8 | 99.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/1997
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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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