MASSACHUSETTS INVESTORS TRUST A (MITTX)

Basic Info 38.53 0.04(0.10%)
May 17

MASSACHUSETTS INVESTORS TRUST A started on 06/28/1973
MASSACHUSETTS INVESTORS TRUST A is classified as asset class LARGE GROWTH
MASSACHUSETTS INVESTORS TRUST A expense ratio is 0.95%
MASSACHUSETTS INVESTORS TRUST A rating is
(44%)

MASSACHUSETTS INVESTORS TRUST A (MITTX) Dividend Info

MASSACHUSETTS INVESTORS TRUST A (MITTX) dividend growth in the last 12 months is 25.68%

The trailing 12-month yield of MASSACHUSETTS INVESTORS TRUST A is 11.01%. its dividend history:

DateDividend
12/21/2023 3.4106
07/31/2023 0.3493
12/13/2022 2.1068
07/29/2022 0.8849
12/14/2021 3.1623
06/30/2021 0.445
12/31/2020 2.719
12/15/2020 1.36
06/30/2020 0.196
12/17/2019 2.113
06/28/2019 0.373
12/18/2018 3.5539
06/29/2018 0.15
12/19/2017 1.965
06/30/2017 0.374
12/20/2016 1.509
06/30/2016 0.207
12/17/2015 1.463
06/30/2015 0.18
12/18/2014 1.699
05/30/2014 0.23
12/17/2013 0.535
05/31/2013 0.047
12/18/2012 0.682
05/31/2012 0.091
12/15/2011 0.102
05/31/2011 0.091
12/16/2010 0.1
03/11/2010 0.032
12/17/2009 0.173
03/12/2009 0.054
12/18/2008 0.181
03/14/2008 0.277
12/20/2007 1.446
03/14/2007 0.292
12/21/2006 0.168
03/23/2006 0.007
12/05/2005 0.061
03/24/2005 0.007
12/02/2004 0.108
03/25/2004 0.042
12/31/2003 0.07
03/26/2003 0.021
12/03/2002 0.055
03/28/2002 0.012
12/04/2001 0.05
03/28/2001 0.143
12/04/2000 0.698
09/27/2000 0.004
06/28/2000 0.004
03/29/2000 0.149
12/10/1999 0.502
09/28/1999 0.027
06/25/1999 0.014
03/26/1999 0.135
12/10/1998 0.886
09/28/1998 0.04
06/26/1998 0.04
03/27/1998 0.245
12/23/1997 1.313
09/26/1997 0.05
06/26/1997 0.05
03/27/1997 0.041
12/23/1996 1.378
09/26/1996 0.05
06/26/1996 0.05
03/27/1996 0.05
12/27/1995 0.065
09/28/1995 0.063
06/28/1995 0.063
03/29/1995 0.06
12/28/1994 0.064
09/28/1994 0.062
06/28/1994 0.06
03/29/1994 0.06
12/28/1993 0.178
09/28/1993 0.07
06/28/1993 0.07
03/29/1993 0.069
12/28/1992 0.078
09/30/1992 0.088
06/30/1992 0.088
03/31/1992 0.084
12/27/1991 0.098
09/30/1991 0.098
06/28/1991 0.098
03/28/1991 0.095
12/28/1990 0.115
09/28/1990 0.105
06/29/1990 0.105
03/30/1990 0.1
12/29/1989 0.157
09/29/1989 0.105
06/30/1989 0.1
03/31/1989 0.09
12/30/1988 0.1
09/30/1988 0.1
06/30/1988 0.095
03/31/1988 0.095
12/31/1987 0.1
09/30/1987 0.1
06/30/1987 0.1
03/31/1987 0.095
12/09/1986 0.1
09/30/1986 0.1
06/30/1986 0.1
03/31/1986 0.1
11/22/1985 0.122
09/30/1985 0.114
06/28/1985 0.114
03/29/1985 0.113
11/23/1984 0.122
09/28/1984 0.113
06/29/1984 0.113
03/30/1984 0.113
11/18/1983 0.125
09/30/1983 0.115
06/30/1983 0.113
03/31/1983 0.113
11/19/1982 0.147
09/30/1982 0.14
06/30/1982 0.138
03/31/1982 0.138
11/20/1981 0.156
09/30/1981 0.145
06/30/1981 0.137
03/31/1981 0.137
11/21/1980 0.15
09/30/1980 0.135
06/30/1980 0.135
03/31/1980 0.135
11/23/1979 0.14
09/28/1979 0.125
06/29/1979 0.125
03/30/1979 0.115
11/24/1978 0.123
09/29/1978 0.11
06/30/1978 0.11
03/31/1978 0.105
11/25/1977 0.11
09/30/1977 0.105
06/30/1977 0.105
03/31/1977 0.098
11/26/1976 0.103
09/30/1976 0.088
06/30/1976 0.083
03/31/1976 0.086
11/28/1975 0.09
09/30/1975 0.086
06/30/1975 0.09
03/31/1975 0.098
11/29/1974 0.117
09/30/1974 0.1
06/28/1974 0.094
03/29/1974 0.094
11/30/1973 0.11
09/28/1973 0.095
06/29/1973 0.093

Dividend Growth History for MASSACHUSETTS INVESTORS TRUST A (MITTX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $3.7599 11.75% 25.68% -
2022 $2.9917 7.18% -17.07% 25.68%
2021 $3.6073 10.20% -15.62% 2.09%
2020 $4.275 12.95% 71.96% -4.19%
2019 $2.486 9.29% -32.88% 10.90%
2018 $3.7039 11.42% 58.35% 0.30%
2017 $2.339 8.30% 36.31% 8.23%
2016 $1.716 6.40% 4.44% 11.86%
2015 $1.643 5.71% -14.83% 10.90%
2014 $1.929 7.02% 231.44% 7.70%
2013 $0.582 2.65% -24.71% 20.51%
2012 $0.773 4.07% 300.52% 15.47%
2011 $0.193 0.99% 46.21% 28.08%
2010 $0.132 0.75% -41.85% 29.39%
2009 $0.227 1.60% -50.44% 22.20%
2008 $0.458 2.20% -73.65% 15.07%
2007 $1.738 8.40% 893.14% 4.94%
2006 $0.175 0.93% 157.35% 19.77%
2005 $0.068 0.40% -54.67% 24.97%
2004 $0.15 0.96% 64.84% 18.48%
2003 $0.091 0.69% 35.82% 20.45%
2002 $0.067 0.40% -65.28% 21.14%
2001 $0.193 0.99% -77.43% 14.45%
2000 $0.855 4.15% 26.11% 6.65%
1999 $0.678 3.37% -44.01% 7.40%
1998 $1.211 6.90% -16.71% 4.64%
1997 $1.454 10.15% -4.84% 3.72%
1996 $1.528 11.94% 508.76% 3.39%
1995 $0.251 2.50% 2.03% 10.15%
1994 $0.246 2.15% -36.43% 9.86%
1993 $0.387 3.14% 14.50% 7.87%
1992 $0.338 2.44% -13.11% 8.08%
1991 $0.389 3.20% -8.47% 7.35%
1990 $0.425 3.09% -5.97% 6.83%
1989 $0.452 4.06% 15.90% 6.43%
1988 $0.39 3.35% -1.27% 6.69%
1987 $0.395 3.22% -1.25% 6.46%
1986 $0.4 3.33% -13.61% 6.24%
1985 $0.463 4.24% 0.43% 5.67%
1984 $0.461 3.99% -1.07% 5.53%
1983 $0.466 4.29% -17.23% 5.36%
1982 $0.563 5.28% -2.09% 4.74%
1981 $0.575 4.52% 3.60% 4.57%
1980 $0.555 5.25% 9.90% 4.55%
1979 $0.505 5.23% 12.72% 4.67%
1978 $0.448 4.82% 7.18% 4.84%
1977 $0.418 3.74% 16.11% 4.89%
1976 $0.36 3.73% -1.10% 5.12%
1975 $0.364 4.71% -10.12% 4.98%
1974 $0.405 3.76% 35.91% 4.65%
1973 $0.298 2.70% - 5.20%

Dividend Growth Chart for MASSACHUSETTS INVESTORS TRUST A (MITTX)

MASSACHUSETTS INVESTORS TRUST A (MITTX) Historical Returns And Risk Info

From 06/21/1996 to 05/17/2024, the compound annualized total return (dividend reinvested) of MASSACHUSETTS INVESTORS TRUST A (MITTX) is 9.129%. Its cumulative total return (dividend reinvested) is 1,041.089%.

From 06/21/1996 to 05/17/2024, the Maximum Drawdown of MASSACHUSETTS INVESTORS TRUST A (MITTX) is 49.5%.

From 06/21/1996 to 05/17/2024, the Sharpe Ratio of MASSACHUSETTS INVESTORS TRUST A (MITTX) is 0.23.

From 06/21/1996 to 05/17/2024, the Annualized Standard Deviation of MASSACHUSETTS INVESTORS TRUST A (MITTX) is 17.9%.

From 06/21/1996 to 05/17/2024, the Beta of MASSACHUSETTS INVESTORS TRUST A (MITTX) is 0.61.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/21/1996		 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 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973
Annualized Return(%) 1.5 12.3 25.4 8.1 14.7 12.5 14.1 10.6 9.1 19.3 -16.3 26.7 23.6 31.9 -5.3 23.5 8.8 0.2 11.2 31.9 19.2 -1.8 11.4 27.7 -32.8 10.6 13.2 7.3 11.5 22.1 -22.0 -16.2 -0.3 7.0 22.9 31.6 25.8 28.8 -10.5 -3.8 -9.0 16.1 -6.4 24.8 3.0 -4.3 2.7 14.3 -1.1 9.1 9.7 -11.8 22.4 18.4 6.6 -12.5 21.3 30.8 -25.7 0.0
Sharpe Ratio NA 2.85 1.95 0.35 0.63 0.66 NA NA 0.23 1.22 -0.78 2.2 0.68 2.49 -0.4 3.35 0.63 0.01 0.96 2.83 1.46 -0.08 0.65 1.05 -0.86 0.49 1.0 0.5 0.97 1.35 -0.94 -1.06 -0.23 0.24 1.12 1.75 2.08 2.4 -1.01 -0.38 -0.61 0.77 -0.73 1.25 -0.1 -0.27 -0.07 0.67 -0.57 0.17 0.11 -1.33 0.72 0.9 0.11 -1.47 1.41 1.6 -1.38 -0.24
Draw Down(%) NA 5.5 10.1 23.3 33.5 33.5 NA NA 49.5 10.1 23.1 5.1 33.5 6.0 18.4 2.6 11.0 11.2 8.3 5.7 10.9 20.3 15.9 24.8 43.6 8.4 8.6 6.9 8.2 13.5 31.3 27.9 9.4 14.4 18.6 9.2 7.1 8.3 14.2 13.2 15.9 8.7 16.9 9.3 8.3 33.8 15.7 8.7 13.6 13.2 14.1 15.9 17.6 10.7 15.0 16.6 8.6 12.1 33.9 16.5
Standard Deviation(%) NA 11.2 11.1 16.3 20.7 17.4 NA NA 17.9 12.4 22.8 12.1 34.3 12.3 16.4 6.9 13.8 15.7 11.6 11.2 13.2 24.3 17.5 26.2 39.2 15.5 10.0 10.2 10.9 15.9 24.5 17.7 19.0 15.4 17.5 16.0 10.7 10.4 13.4 15.4 18.7 16.0 15.9 15.3 17.7 31.2 20.2 13.7 13.6 17.3 20.6 16.4 19.6 12.6 14.4 11.0 12.6 16.6 22.5 22.4
Treynor Ratio NA 0.58 0.39 0.1 0.2 0.17 NA NA 0.07 0.26 -0.32 0.64 0.27 0.57 -0.09 0.33 0.1 0.0 0.14 0.36 0.22 -0.02 0.13 0.27 -0.33 0.08 0.14 0.06 0.15 0.28 -0.31 -0.43 -0.09 0.06 0.31 0.38 0.37 0.46 -0.19 -0.09 -0.16 0.15 -0.16 0.21 -0.02 -0.4 -0.05 0.82 2.87 -4.99 0.44 -1.12 -2.52 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.04 0.01 0.02 0.02 0.01 NA NA 0.01 -0.02 0.03 0.07 -0.07 0.03 -0.03 0.01 0.04 -0.03 0.0 0.0 0.01 -0.01 0.0 -0.03 0.04 0.0 0.04 -0.01 0.02 0.01 0.03 -0.01 0.03 -0.02 0.01 0.05 0.05 0.03 -0.05 -0.01 -0.04 -0.06 -0.04 -0.02 -0.02 0.01 0.02 0.03 -0.03 0.02 0.01 -0.07 0.06 NA NA NA NA NA NA NA
Beta NA 0.55 0.55 0.55 0.65 0.68 NA NA 0.61 0.58 0.56 0.42 0.86 0.54 0.74 0.69 0.87 0.93 0.81 0.9 0.86 0.89 0.9 1.04 1.02 0.91 0.72 0.8 0.69 0.76 0.75 0.44 0.46 0.64 0.63 0.74 0.6 0.54 0.73 0.64 0.7 0.84 0.72 0.91 1.0 0.21 0.33 0.11 -0.03 -0.01 0.05 0.19 -0.06 NA NA NA NA NA NA NA
RSquare NA 0.82 0.78 0.78 0.74 0.76 NA NA 0.47 0.78 0.82 0.54 0.79 0.64 0.89 0.74 0.88 0.92 0.9 0.92 0.9 0.94 0.97 0.95 0.95 0.93 0.88 0.86 0.86 0.86 0.94 0.75 0.72 0.78 0.75 0.87 0.63 0.3 0.36 0.19 0.2 0.68 0.76 0.63 0.8 0.07 0.13 0.02 0.0 0.0 0.0 0.05 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.0 11.0 8.6 10.9 10.1 14.2 11.0 N/A 11.8 7.2 10.2 13.0 9.3 11.4 8.3 6.4 5.7 7.0 2.7 4.1 1.0 0.7 1.6 2.2 8.4 1.0 0.4 1.0 0.7 0.4 1.0 4.1 3.4 6.9 10.1 12.0 2.4 2.1 3.2 2.5 3.3 3.1 4.0 3.4 3.3 3.3 4.1 3.9 4.2 5.3 4.6 5.4 5.2 4.7 3.7 3.7 4.8 3.7 2.7
Dividend Growth(%) N/A -100.0 25.7 -1.0 51.1 538.8 N/A N/A N/A 25.8 -16.9 -15.9 72.6 -33.0 58.8 35.5 4.9 -15.0 227.1 -23.4 305.3 46.2 -40.9 -52.2 -73.6 866.7 157.1 -53.3 66.7 28.6 -63.2 -77.6 25.0 -43.8 -16.6 -5.2 537.5 0.0 -38.5 14.7 -15.0 -4.8 -6.7 12.5 0.0 0.0 -11.1 0.0 -2.2 -19.3 -1.7 1.8 14.0 13.6 7.3 13.9 -2.7 -7.5 33.3 N/A

Return Calculator for MASSACHUSETTS INVESTORS TRUST A (MITTX)

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MASSACHUSETTS INVESTORS TRUST A (MITTX) Historical Return Chart

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MASSACHUSETTS INVESTORS TRUST A (MITTX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 05/17/2024, the worst annualized return of 3-year rolling returns for MASSACHUSETTS INVESTORS TRUST A (MITTX) is -15.14%.
From 06/21/1996 to 05/17/2024, the worst annualized return of 5-year rolling returns for MASSACHUSETTS INVESTORS TRUST A (MITTX) is -6.33%.
From 06/21/1996 to 05/17/2024, the worst annualized return of 10-year rolling returns for MASSACHUSETTS INVESTORS TRUST A (MITTX) is -3.02%.
From 06/21/1996 to 05/17/2024, the worst annualized return of 20-year rolling returns for MASSACHUSETTS INVESTORS TRUST A (MITTX) is 3.33%.

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