Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITJX (MASSACHUSETTS INVESTORS TRUST R6) | 5.54% | 18.25% | 17.22% | 9.99% | 13.29% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITJX (MASSACHUSETTS INVESTORS TRUST R6) | 06/04/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.30 | 18.25 | 17.22 | 9.99 | 13.29 | NA | NA | … | … | 5.54 | -0.59 | 20.06 | 19.67 | -15.99 | 27.16 | 14.57 | 32.34 | -5.03 | 23.93 | 9.15 | 0.43 | 11.53 | 32.35 | 16.25 |
| Sharpe Ratio | NA | 1.36 | 1.04 | 0.48 | 0.68 | NA | NA | … | … | 0.83 | -0.17 | 1.39 | 1.30 | -0.76 | 2.25 | 0.43 | 2.52 | -0.39 | 3.39 | 0.65 | 0.03 | 0.99 | 2.87 | 2.25 |
| Standard Deviation(%) | NA | 11.49 | 13.48 | 15.67 | 17.18 | NA | NA | … | … | 13.13 | 20.32 | 11.86 | 12.43 | 22.87 | 12.07 | 33.21 | 12.25 | 16.42 | 6.90 | 13.75 | 15.62 | 11.63 | 11.24 | 13.35 |
| Draw Down(%) | NA | 9.69 | 16.06 | 23.09 | 33.43 | NA | NA | … | … | 9.69 | 16.06 | 8.13 | 9.99 | 22.90 | 5.08 | 33.43 | 6.03 | 18.35 | 2.60 | 10.90 | 11.15 | 8.28 | 5.66 | 6.13 |
| Yield(%) | 0.00 | 15.09 | 14.59 | 10.72 | 12.21 | 13.79 | 10.34 | … | … | 0.00 | 15.39 | 16.32 | 12.63 | 7.77 | 10.97 | 5.21 | 9.97 | 12.07 | 8.88 | 6.90 | 6.17 | 7.52 | 3.05 | 3.89 |
Data as of 06/05/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITJX (MASSACHUSETTS INVESTORS TRUST R6) |
5.01%
Mar 2017 – Mar 2020 |
6.06%
Mar 2015 – Mar 2020 |
10.07%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITJX (MASSACHUSETTS INVESTORS TRUST R6) |
24.46%
Dec 2018 – Dec 2021 |
18.50%
Oct 2016 – Oct 2021 |
13.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart