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MTLFX: MFS Municipal Limited Maturity A (MUTUAL FUND)
Basic Info 8.42 0(0.0%) June 18
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 05/28/2021 |
| 12-Mo. Yield | 1.58% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/18/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 0.7 | 3.6 | 3.6 | 2.4 | 2.4 | 3.0 | 3.5 | 3.1 | 5.3 | 1.3 | 3.2 | 0.1 | 1.8 | 3.1 | -0.8 | 3.0 | 6.0 | 2.4 | 8.3 | 1.0 | 3.3 | 3.2 | 1.4 | 1.6 | 3.8 | 7.3 | 4.9 | 6.7 | 0.3 | 4.4 | 4.9 | 2.9 | 8.1 | -1.3 | 7.5 | 6.5 |
| SR | NA | 1.19 | 2.85 | 0.83 | 0.59 | 0.93 | NA | 0.92 | 0.53 | 2.7 | -0.04 | 1.71 | -0.08 | 1.36 | 2.65 | -0.5 | 2.16 | 3.85 | 1.5 | 4.01 | 0.01 | 0.17 | -0.06 | -0.48 | 0.27 | 1.36 | 2.76 | 1.38 | 1.5 | -1.72 | 0.63 | 0.79 | -0.25 | 2.03 | -1.68 | 2.28 | 2.34 |
| DD(%) | NA | 1.3 | 1.3 | 9.0 | 9.0 | 9.0 | NA | 9.0 | 9.0 | 1.2 | 1.0 | 1.2 | 3.0 | 1.2 | 0.9 | 3.2 | 1.2 | 1.4 | 1.9 | 1.3 | 4.7 | 0.9 | 0.8 | 1.3 | 3.8 | 3.2 | 2.6 | 2.3 | 1.3 | 1.7 | 0.9 | 1.1 | 2.0 | 0.8 | 4.3 | 1.9 | 1.7 |
| SD(%) | NA | 1.3 | 1.2 | 3.3 | 2.8 | 2.2 | NA | 2.1 | 5.4 | 1.4 | 1.2 | 1.5 | 1.7 | 1.3 | 1.2 | 1.7 | 1.4 | 1.6 | 1.5 | 2.0 | 2.9 | 1.6 | 1.6 | 1.6 | 2.3 | 2.3 | 2.3 | 1.9 | 1.7 | 1.7 | 1.8 | 1.7 | 2.3 | 2.1 | 2.5 | 2.4 | 2.7 |
| TR | NA | 0.01 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.01 | 0.01 | 0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.02 | 0.03 | 0.01 | 0.05 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | 0.04 | 0.03 | 0.02 | -0.03 | 0.01 | 0.01 | 0.0 | 0.04 | -0.03 | 0.06 | 0.06 |
| Alpha(%) | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 |
| Beta(%) | NA | 1.49 | 1.4 | 2.47 | 2.38 | 2.26 | NA | 1.43 | 2.71 | 1.45 | 0.94 | 1.75 | 2.02 | 1.46 | 1.19 | 1.99 | 1.55 | 1.9 | 1.74 | 1.74 | 1.64 | 1.03 | 1.02 | 1.47 | 2.0 | 2.0 | 1.52 | 1.0 | 1.08 | 0.97 | 1.11 | 1.04 | 1.2 | 1.19 | 1.25 | 0.94 | 1.12 |
| RS | NA | 0.3 | 0.27 | 0.81 | 0.74 | 0.63 | NA | 0.48 | 0.91 | 0.39 | 0.23 | 0.39 | 0.4 | 0.22 | 0.13 | 0.34 | 0.25 | 0.39 | 0.44 | 0.49 | 0.55 | 0.51 | 0.4 | 0.52 | 0.52 | 0.53 | 0.52 | 0.52 | 0.66 | 0.47 | 0.57 | 0.54 | 0.48 | 0.56 | 0.44 | 0.26 | 0.34 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See Muni National Short Asset Class Trend Rankings |
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