Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIRTX (MASSACHUSETTS INVESTORS TRUST R2) | 7.88% | 20.21% | 17.50% | 6.27% | 10.60% | 10.79% | 9.05% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIRTX (MASSACHUSETTS INVESTORS TRUST R2) | 11/03/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 20.21 | 17.50 | 6.27 | 10.60 | 10.79 | 9.05 | … | … | 7.88 | 13.37 | 19.36 | 18.98 | -23.13 | 16.27 | 9.49 | 31.55 | -5.56 | 23.19 | 8.55 | -0.17 | 10.84 | 31.56 | 18.86 | -2.09 | 11.27 | 27.55 | -32.91 | 10.28 | 12.85 | 6.92 | 10.34 | 4.67 |
| Sharpe Ratio | NA | 1.62 | 1.08 | 0.24 | 0.51 | NA | NA | … | … | 1.37 | 0.64 | 1.33 | 1.24 | -1.05 | 1.10 | 0.28 | 2.45 | -0.42 | 3.27 | 0.61 | -0.01 | 0.93 | 2.81 | 1.44 | -0.09 | 0.64 | 1.05 | -0.86 | 0.46 | 0.94 | 0.46 | 0.86 | 3.43 |
| Standard Deviation(%) | NA | 11.25 | 13.47 | 16.28 | 17.48 | NA | NA | … | … | 12.90 | 16.35 | 11.87 | 12.43 | 23.41 | 14.82 | 33.29 | 12.27 | 16.44 | 6.91 | 13.74 | 15.66 | 11.61 | 11.23 | 13.18 | 24.56 | 17.47 | 26.20 | 39.21 | 15.59 | 10.04 | 10.13 | 10.84 | 9.50 |
| Draw Down(%) | NA | 9.79 | 16.13 | 30.49 | 33.46 | NA | NA | … | … | 9.79 | 16.13 | 8.18 | 10.10 | 24.97 | 11.08 | 33.46 | 6.02 | 18.46 | 2.68 | 10.97 | 11.21 | 8.29 | 5.71 | 10.95 | 20.38 | 15.93 | 24.75 | 43.62 | 8.47 | 8.58 | 6.95 | 8.90 | 1.76 |
| Yield(%) | 0.00 | 15.02 | 14.39 | 7.35 | 9.00 | 10.14 | 8.77 | … | … | 0.00 | 15.31 | 16.17 | 12.34 | 0.61 | 0.52 | 0.55 | 9.45 | 11.67 | 8.36 | 6.38 | 5.65 | 6.99 | 2.46 | 3.94 | 0.83 | 0.67 | 1.59 | 2.23 | 8.62 | 0.77 | 0.48 | 0.71 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIRTX (MASSACHUSETTS INVESTORS TRUST R2) |
-11.88%
Feb 2006 – Feb 2009 |
-4.07%
Feb 2004 – Feb 2009 |
6.24%
Feb 2006 – Feb 2016 |
6.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIRTX (MASSACHUSETTS INVESTORS TRUST R2) |
21.99%
Feb 2009 – Feb 2012 |
21.15%
Feb 2009 – Feb 2014 |
14.96%
Feb 2009 – Feb 2019 |
12.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart