Massachusetts Investors Trust Portfolio Overview
Quarterly and Annual Performance Summary (%)
A shares at NAV
MFS®
Year
4Q
3Q
2Q
1Q
2015 Massachusetts Investors Trust
0.28
5.41
-6.36
0.34
1.25
2015 Standard & Poor's 500 Stock Index
2016 Massachusetts Investors Trust
1.38
7.04
-6.44
0.28
0.95
8.77
2.98
3.81
2.65
-0.88
2016 Standard & Poor's 500 Stock Index
11.96
3.82
3.85
2.46
1.35
2017 Massachusetts Investors Trust
23.56
6.63
3.46
4.66
7.02
2017 Standard & Poor's 500 Stock Index
2018 Massachusetts Investors Trust
21.83
6.64
4.48
3.09
6.07
-5.31
-12.57
6.94
1.62
-0.34
2018 Standard & Poor's 500 Stock Index
-4.38
-13.52
7.71
3.43
-0.76
2019 Massachusetts Investors Trust
31.91
7.52
1.53
5.35
14.71
2019 Standard & Poor's 500 Stock Index
2020 Massachusetts Investors Trust
31.49
9.07
1.70
4.30
13.65
14.12
11.90
7.30
19.45
-20.43
2020 Standard & Poor's 500 Stock Index
18.40
12.15
8.93
20.54
-19.60
2021 Massachusetts Investors Trust
26.82
7.97
1.29
9.14
6.26
2021 Standard & Poor's 500 Stock Index
2022 Massachusetts Investors Trust
28.71
11.03
0.58
8.55
6.17
-16.34
8.78
-5.87
-12.69
-6.41
2022 Standard & Poor's 500 Stock Index
2023 Massachusetts Investors Trust
-18.11
7.56
-4.88
-16.10
-4.60
19.15
11.60
-4.19
7.64
3.53
2023 Standard & Poor's 500 Stock Index
26.29
11.69
-3.27
8.74
7.50
2024 Massachusetts Investors Trust
2024 Standard & Poor's 500 Stock Index
10.66
10.56
Source: Benchmark performance from SPAR, FactSet Research Systems Inc. It is not possible to invest directly in an index. Index performance will differ from our actively managed strategies,
which may involve a higher degree of risk.
Results would have been less favorable had the maximum 5.75% sales charge been included.
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.
FOR INVESTMENT PROFESSIONAL USE ONLY. Not intended for retail investors. - Massachusetts Investors Trust
MIT-PODBK-19-Apr-24
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