Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITGX (MASSACHUSETTS INVESTORS TRUST R1) | 7.66% | 19.64% | 16.90% | 5.67% | 10.01% | 10.20% | 8.48% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITGX (MASSACHUSETTS INVESTORS TRUST R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 19.64 | 16.90 | 5.67 | 10.01 | 10.20 | 8.48 | … | … | 7.66 | 12.80 | 18.78 | 18.36 | -23.66 | 15.52 | 8.87 | 30.89 | -6.03 | 22.58 | 7.98 | -0.64 | 10.31 | 30.85 | 18.25 | -2.57 | 10.70 | 26.98 | -33.26 | 9.77 | 12.31 | 7.94 |
| Sharpe Ratio | NA | 1.56 | 1.03 | 0.20 | 0.48 | NA | NA | … | … | 1.32 | 0.61 | 1.28 | 1.20 | -1.08 | 1.04 | 0.26 | 2.39 | -0.45 | 3.21 | 0.56 | -0.04 | 0.89 | 2.75 | 1.39 | -0.11 | 0.61 | 1.05 | -0.87 | 0.43 | 0.89 | 0.83 |
| Standard Deviation(%) | NA | 11.26 | 13.45 | 16.28 | 17.49 | NA | NA | … | … | 12.91 | 16.33 | 11.84 | 12.40 | 23.41 | 14.89 | 33.31 | 12.29 | 16.45 | 6.87 | 13.75 | 15.63 | 11.61 | 11.22 | 13.20 | 24.58 | 17.48 | 25.60 | 39.13 | 15.52 | 10.01 | 10.30 |
| Draw Down(%) | NA | 9.88 | 16.18 | 31.02 | 33.50 | NA | NA | … | … | 9.88 | 16.18 | 8.18 | 10.26 | 25.29 | 11.26 | 33.50 | 6.04 | 18.57 | 2.74 | 11.03 | 11.29 | 8.35 | 5.74 | 11.05 | 20.57 | 16.06 | 24.78 | 43.76 | 8.51 | 8.64 | 4.71 |
| Yield(%) | 0.00 | 15.33 | 14.35 | 7.14 | 8.62 | 9.58 | 8.21 | … | … | 0.00 | 15.60 | 16.21 | 11.90 | 0.18 | 0.17 | 0.23 | 9.49 | 11.18 | 7.83 | 5.87 | 5.20 | 6.53 | 1.92 | 3.07 | 0.31 | 0.15 | 1.00 | 1.65 | 8.50 | 0.38 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITGX (MASSACHUSETTS INVESTORS TRUST R1) |
-12.33%
Feb 2006 – Feb 2009 |
-0.46%
May 2007 – May 2012 |
5.71%
Feb 2006 – Feb 2016 |
5.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITGX (MASSACHUSETTS INVESTORS TRUST R1) |
21.41%
Feb 2009 – Feb 2012 |
20.56%
Feb 2009 – Feb 2014 |
14.40%
Feb 2009 – Feb 2019 |
11.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart