Investor Presentaiton
Performance Results
Period
1Q 2024
4Q 2023
3Q 2023
2Q 2023
2023
2022
2021
2020
2019
10 year
5 year
3 year
1 year
Performance results (%) R6 shares at NAV (USD) as of 31-Mar-24
Portfolio
Benchmark^
MFS
Excess return vs
benchmark
10.75
10.56
0.20
11.68
11.69
-0.02
-4.12
-3.27
-0.84
7.74
8.74
-1.00
19.55
26.29
-6.74
-16.06
-18.11
2.05
27.25
28.71
-1.45
14.50
18.40
-3.90
32.34
31.49
0.85
11.75
12.96
-1.21
13.30
15.05
-1.75
9.96
11.49
-1.53
27.78
29.88
-2.11
Performance data shown represent past performance and are no guarantee of future results. Investment return and principal value fluctuate so your shares, when sold,
may be worth more or less than the original cost; current performance may be lower or higher than quoted. For most recent month-end performance, please visit mfs.com.
Performance results reflect any applicable expense subsidies and waivers in effect during the periods shown. Without such subsidies and waivers the fund's performance results
would be less favorable. All results assume the reinvestment of dividends and capital gains.
Shares are available without a sales charge to eligible investors.
Source for benchmark performance SPAR, FactSet Research Systems Inc.
For periods of less than one-year returns are not annualized.
^ Standard & Poor's 500 Stock Index
FOR DEALER AND INSTITUTIONAL USE ONLY. - Massachusetts Investors Trust
PRPEQ-MIT-31-Mar-24
LO
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