Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITBX (MASSACHUSETTS INVESTORS TRUST B) | 7.25% | 19.34% | 16.76% | 7.16% | 10.76% | 10.60% | 8.84% | … | … |
Data as of 06/03/2026, Common starting date is 09/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITBX (MASSACHUSETTS INVESTORS TRUST B) | 09/27/1993 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 19.34 | 16.76 | 7.16 | 10.76 | 10.60 | 8.84 | … | … | 7.25 | -0.95 | 3.35 | 6.82 | -23.40 | 15.86 | 9.04 | 30.95 | -6.05 | 22.59 | 7.97 | -0.56 | 10.24 | 30.90 | 18.28 | -2.51 | 10.66 | 26.96 | -33.27 | 9.91 | 12.43 | 6.63 | 10.76 | 21.40 | -22.50 | -16.81 | -0.98 | 6.29 | 22.09 | 30.62 | 25.05 | 27.61 | -11.12 | -11.63 |
| Sharpe Ratio | NA | 1.56 | 1.03 | 0.29 | 0.53 | NA | NA | … | … | 1.32 | -0.19 | -0.18 | 0.17 | -1.07 | 1.07 | 0.26 | 2.40 | -0.45 | 3.20 | 0.56 | -0.04 | 0.88 | 2.75 | 1.40 | -0.10 | 0.60 | 1.03 | -0.87 | 0.45 | 0.92 | 0.44 | 0.90 | 1.30 | -0.97 | -1.10 | -0.27 | 0.20 | 1.08 | 1.69 | 2.00 | 2.28 | -1.05 | -1.49 |
| Standard Deviation(%) | NA | 11.25 | 13.46 | 16.08 | 17.38 | NA | NA | … | … | 12.87 | 20.12 | 17.56 | 15.05 | 23.34 | 14.74 | 33.27 | 12.28 | 16.40 | 6.89 | 13.77 | 15.64 | 11.58 | 11.22 | 13.17 | 24.26 | 17.51 | 26.15 | 39.12 | 15.53 | 9.96 | 10.17 | 10.91 | 15.91 | 24.46 | 17.72 | 19.01 | 15.35 | 17.45 | 15.94 | 10.67 | 10.42 | 13.42 | 26.37 |
| Draw Down(%) | NA | 9.89 | 16.18 | 30.68 | 33.50 | NA | NA | … | … | 9.89 | 16.18 | 15.80 | 10.95 | 25.23 | 11.01 | 33.50 | 6.05 | 18.56 | 2.71 | 11.06 | 11.31 | 8.34 | 5.76 | 11.00 | 20.55 | 16.04 | 24.80 | 43.74 | 8.53 | 8.60 | 7.01 | 8.46 | 13.57 | 31.56 | 28.25 | 9.44 | 14.53 | 18.67 | 9.31 | 7.27 | 8.35 | 14.62 | 13.14 |
| Yield(%) | 0.00 | 14.35 | 13.66 | 7.86 | 9.09 | 9.87 | 8.58 | … | … | 0.00 | 14.58 | 15.44 | 11.34 | 4.83 | 0.14 | 0.21 | 8.85 | 10.93 | 7.59 | 5.73 | 5.04 | 6.38 | 1.87 | 3.27 | 0.21 | 0.08 | 0.81 | 1.48 | 8.08 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.75 | 4.02 | 2.93 | 6.33 | 9.55 | 11.23 | 1.59 | 1.47 | 1.75 |
Data as of 06/03/2026, Common starting date is 09/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITBX (MASSACHUSETTS INVESTORS TRUST B) |
-15.67%
Mar 2000 – Mar 2003 |
-6.92%
Mar 1998 – Mar 2003 |
-3.64%
Feb 1999 – Feb 2009 |
2.77%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITBX (MASSACHUSETTS INVESTORS TRUST B) |
29.41%
Mar 1995 – Mar 1998 |
22.02%
Dec 1994 – Dec 1999 |
14.43%
Sep 2011 – Sep 2021 |
12.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart