Massachusetts Investors Trust
MASSACHUSETTS INVESTORS TRUST

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
11.59%
Sharpe
1.25
Sortino
2.31
Max drawdown
-23.08%
Best month
12.46%
Worst month
-12.80%
Beta vs VTSAX
0.90
Correlation
0.98

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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