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MITTX: MASSACHUSETTS INVESTORS TRUST A (MUTUAL FUND)
Basic Info 37.89 0.22(0.58%) May 09
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (44%) |
Start Date: | 06/28/1973 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 11.11% |
Expenses | 0.95% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | 10.4 | 25.1 | 7.0 | 14.3 | 12.4 | 13.6 | 10.4 | 9.1 | 19.3 | -16.3 | 26.7 | 23.6 | 31.9 | -5.3 | 23.5 | 8.8 | 0.2 | 11.2 | 31.9 | 19.2 | -1.8 | 11.4 | 27.7 | -32.8 | 10.6 | 13.2 | 7.3 | 11.5 | 22.1 | -22.0 | -16.2 | -0.3 | 7.0 | 22.9 | 31.6 | 25.8 | 28.8 | -10.5 | -3.8 | -9.0 | 16.1 | -6.4 | 24.8 | 3.0 | -4.3 | 2.7 | 14.3 | -1.1 | 9.1 | 9.7 | -11.8 | 22.4 | 18.4 | 6.6 | -12.5 | 21.3 | 30.8 | -25.7 | 0.0 |
Sharpe Ratio | NA | 1.91 | 1.73 | 0.27 | 0.57 | 0.63 | NA | NA | 0.22 | 1.22 | -0.78 | 2.2 | 0.68 | 2.49 | -0.4 | 3.35 | 0.63 | 0.01 | 0.96 | 2.83 | 1.46 | -0.08 | 0.65 | 1.05 | -0.86 | 0.49 | 1.0 | 0.5 | 0.97 | 1.35 | -0.94 | -1.06 | -0.23 | 0.24 | 1.12 | 1.75 | 2.08 | 2.4 | -1.01 | -0.38 | -0.61 | 0.77 | -0.73 | 1.25 | -0.1 | -0.27 | -0.07 | 0.67 | -0.57 | 0.17 | 0.11 | -1.33 | 0.72 | 0.9 | 0.11 | -1.47 | 1.41 | 1.6 | -1.38 | -0.24 |
Draw Down(%) | NA | 5.5 | 10.1 | 23.3 | 33.5 | 33.5 | NA | NA | 49.5 | 10.1 | 23.1 | 5.1 | 33.5 | 6.0 | 18.4 | 2.6 | 11.0 | 11.2 | 8.3 | 5.7 | 10.9 | 20.3 | 15.9 | 24.8 | 43.6 | 8.4 | 8.6 | 6.9 | 8.2 | 13.5 | 31.3 | 27.9 | 9.4 | 14.4 | 18.6 | 9.2 | 7.1 | 8.3 | 14.2 | 13.2 | 15.9 | 8.7 | 16.9 | 9.3 | 8.3 | 33.8 | 15.7 | 8.7 | 13.6 | 13.2 | 14.1 | 15.9 | 17.6 | 10.7 | 15.0 | 16.6 | 8.6 | 12.1 | 33.9 | 16.5 |
Standard Deviation(%) | NA | 11.4 | 11.2 | 16.4 | 20.8 | 17.4 | NA | NA | 17.9 | 12.4 | 22.8 | 12.1 | 34.3 | 12.3 | 16.4 | 6.9 | 13.8 | 15.7 | 11.6 | 11.2 | 13.2 | 24.3 | 17.5 | 26.2 | 39.2 | 15.5 | 10.0 | 10.2 | 10.9 | 15.9 | 24.5 | 17.7 | 19.0 | 15.4 | 17.5 | 16.0 | 10.7 | 10.4 | 13.4 | 15.4 | 18.7 | 16.0 | 15.9 | 15.3 | 17.7 | 31.2 | 20.2 | 13.7 | 13.6 | 17.3 | 20.6 | 16.4 | 19.6 | 12.6 | 14.4 | 11.0 | 12.6 | 16.6 | 22.5 | 22.4 |
Treynor Ratio | NA | 0.4 | 0.35 | 0.08 | 0.18 | 0.16 | NA | NA | 0.07 | 0.26 | -0.32 | 0.64 | 0.27 | 0.57 | -0.09 | 0.33 | 0.1 | 0.0 | 0.14 | 0.36 | 0.22 | -0.02 | 0.13 | 0.27 | -0.33 | 0.08 | 0.14 | 0.06 | 0.15 | 0.28 | -0.31 | -0.43 | -0.09 | 0.06 | 0.31 | 0.38 | 0.37 | 0.46 | -0.19 | -0.09 | -0.16 | 0.15 | -0.16 | 0.21 | -0.02 | -0.4 | -0.05 | 0.82 | 2.87 | -4.99 | 0.44 | -1.12 | -2.52 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | -0.02 | 0.03 | 0.07 | -0.07 | 0.03 | -0.03 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | 0.04 | 0.0 | 0.04 | -0.01 | 0.02 | 0.01 | 0.03 | -0.01 | 0.03 | -0.02 | 0.01 | 0.05 | 0.05 | 0.03 | -0.05 | -0.01 | -0.04 | -0.06 | -0.04 | -0.02 | -0.02 | 0.01 | 0.02 | 0.03 | -0.03 | 0.02 | 0.01 | -0.07 | 0.06 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.55 | 0.56 | 0.55 | 0.65 | 0.68 | NA | NA | 0.61 | 0.58 | 0.56 | 0.42 | 0.86 | 0.54 | 0.74 | 0.69 | 0.87 | 0.93 | 0.81 | 0.9 | 0.86 | 0.89 | 0.9 | 1.04 | 1.02 | 0.91 | 0.72 | 0.8 | 0.69 | 0.76 | 0.75 | 0.44 | 0.46 | 0.64 | 0.63 | 0.74 | 0.6 | 0.54 | 0.73 | 0.64 | 0.7 | 0.84 | 0.72 | 0.91 | 1.0 | 0.21 | 0.33 | 0.11 | -0.03 | -0.01 | 0.05 | 0.19 | -0.06 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.83 | 0.78 | 0.78 | 0.74 | 0.76 | NA | NA | 0.47 | 0.78 | 0.82 | 0.54 | 0.79 | 0.64 | 0.89 | 0.74 | 0.88 | 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 | 0.72 | 0.78 | 0.75 | 0.87 | 0.63 | 0.3 | 0.36 | 0.19 | 0.2 | 0.68 | 0.76 | 0.63 | 0.8 | 0.07 | 0.13 | 0.02 | 0.0 | 0.0 | 0.0 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 11.2 | 8.5 | 10.9 | 10.2 | 14.3 | 10.9 | N/A | 11.8 | 7.2 | 10.2 | 13.0 | 9.3 | 11.4 | 8.3 | 6.4 | 5.7 | 7.0 | 2.7 | 4.1 | 1.0 | 0.7 | 1.6 | 2.2 | 8.4 | 1.0 | 0.4 | 1.0 | 0.7 | 0.4 | 1.0 | 4.1 | 3.4 | 6.9 | 10.1 | 12.0 | 2.4 | 2.1 | 3.2 | 2.5 | 3.3 | 3.1 | 4.0 | 3.4 | 3.3 | 3.3 | 4.1 | 3.9 | 4.2 | 5.3 | 4.6 | 5.4 | 5.2 | 4.7 | 3.7 | 3.7 | 4.8 | 3.7 | 2.7 |
Dividend Growth(%) | N/A | -100.0 | 25.7 | -1.0 | 51.1 | 538.8 | N/A | N/A | N/A | 25.8 | -16.9 | -15.9 | 72.6 | -33.0 | 58.8 | 35.5 | 4.9 | -15.0 | 227.1 | -23.4 | 305.3 | 46.2 | -40.9 | -52.2 | -73.6 | 866.7 | 157.1 | -53.3 | 66.7 | 28.6 | -63.2 | -77.6 | 25.0 | -43.8 | -16.6 | -5.2 | 537.5 | 0.0 | -38.5 | 14.7 | -15.0 | -4.8 | -6.7 | 12.5 | 0.0 | 0.0 | -11.1 | 0.0 | -2.2 | -19.3 | -1.7 | 1.8 | 14.0 | 13.6 | 7.3 | 13.9 | -2.7 | -7.5 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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