Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITCX (MASSACHUSETTS INVESTORS TRUST C) | 7.27% | 19.38% | 16.78% | 9.43% | 12.36% | 11.67% | 9.63% | … | … |
Data as of 06/03/2026, Common starting date is 09/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITCX (MASSACHUSETTS INVESTORS TRUST C) | 09/25/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 19.38 | 16.78 | 9.43 | 12.36 | 11.67 | 9.63 | … | … | 7.27 | -1.70 | 18.76 | 18.38 | -16.91 | 25.80 | 13.34 | 30.89 | -6.04 | 22.61 | 8.00 | -0.62 | 10.34 | 30.87 | 18.26 | -2.54 | 10.65 | 26.92 | -33.20 | 9.84 | 12.42 | 6.66 | 10.73 | 21.42 | -22.49 | -16.82 | -0.96 | 6.27 | 22.11 | 30.76 | -0.91 |
| Sharpe Ratio | NA | 1.57 | 1.03 | 0.44 | 0.63 | NA | NA | … | … | 1.31 | -0.23 | 1.03 | 1.15 | -0.80 | 2.14 | 0.39 | 2.41 | -0.45 | 3.21 | 0.57 | -0.04 | 0.89 | 2.74 | 1.39 | -0.11 | 0.60 | 1.02 | -0.87 | 0.44 | 0.93 | 0.44 | 0.90 | 1.31 | -0.96 | -1.10 | -0.27 | 0.20 | 1.08 | 1.71 | -0.34 |
| Standard Deviation(%) | NA | 11.22 | 13.45 | 15.63 | 17.16 | NA | NA | … | … | 12.86 | 20.45 | 11.86 | 12.40 | 22.85 | 12.07 | 33.20 | 12.26 | 16.42 | 6.87 | 13.73 | 15.64 | 11.62 | 11.26 | 13.19 | 24.26 | 17.52 | 26.19 | 39.12 | 15.54 | 9.92 | 10.18 | 10.85 | 15.86 | 24.50 | 17.69 | 19.02 | 15.36 | 17.44 | 15.90 | 20.18 |
| Draw Down(%) | NA | 9.86 | 16.20 | 23.69 | 33.51 | NA | NA | … | … | 9.86 | 16.20 | 8.18 | 10.25 | 23.49 | 5.16 | 33.51 | 6.03 | 18.59 | 2.72 | 11.01 | 11.30 | 8.35 | 5.75 | 11.01 | 20.56 | 16.05 | 24.82 | 43.73 | 8.49 | 8.59 | 6.99 | 8.50 | 13.63 | 31.59 | 28.26 | 9.39 | 14.50 | 18.69 | 9.34 | 9.78 |
| Yield(%) | 0.00 | 15.08 | 14.19 | 10.29 | 11.32 | 11.94 | 10.21 | … | … | 0.00 | 15.31 | 16.00 | 11.87 | 7.06 | 10.23 | 4.41 | 9.06 | 11.14 | 7.79 | 5.87 | 5.18 | 6.50 | 1.93 | 3.38 | 0.28 | 0.13 | 1.00 | 1.66 | 8.13 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 4.04 | 2.96 | 6.39 | 9.70 | 0.60 |
Data as of 06/03/2026, Common starting date is 09/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITCX (MASSACHUSETTS INVESTORS TRUST C) |
-15.68%
Mar 2000 – Mar 2003 |
-6.92%
Mar 1998 – Mar 2003 |
-3.65%
Feb 1999 – Feb 2009 |
2.88%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITCX (MASSACHUSETTS INVESTORS TRUST C) |
23.12%
Dec 2018 – Dec 2021 |
20.56%
Feb 2009 – Feb 2014 |
14.96%
Sep 2011 – Sep 2021 |
13.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart