Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFIAX (MFS MUNICIPAL INCOME FUND A) | 1.49% | 7.41% | 4.16% | 0.77% | 2.25% | 3.43% | 3.58% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFIAX (MFS MUNICIPAL INCOME FUND A) | 09/29/1993 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 7.41 | 4.16 | 0.77 | 2.25 | 3.43 | 3.58 | … | … | 1.49 | 3.36 | 3.41 | 6.73 | -11.08 | 3.01 | 4.06 | 8.14 | 1.00 | 5.89 | 1.01 | 3.35 | 10.86 | -4.98 | 10.46 | 10.63 | 1.53 | 18.05 | -7.58 | 2.65 | 4.79 | 4.01 | 4.20 | 5.83 | 8.06 | 4.10 | 9.89 | -2.89 | 5.07 | 9.65 | 3.72 | 14.74 | -4.26 | 1.28 |
| Sharpe Ratio | NA | 1.41 | 0.29 | -0.40 | 0.15 | NA | NA | … | … | 0.25 | 0.08 | -0.05 | 0.66 | -2.67 | 1.62 | 0.44 | 3.22 | -0.20 | 2.33 | 0.32 | 1.59 | 5.55 | -1.43 | 4.22 | 3.47 | 0.43 | 5.28 | -1.35 | -0.20 | 0.62 | 0.18 | 0.97 | 1.41 | 2.04 | 0.53 | 2.05 | -2.31 | 0.55 | 1.87 | 0.02 | 2.83 | -1.61 | 0.85 |
| Standard Deviation(%) | NA | 3.14 | 4.77 | 4.44 | 4.38 | NA | NA | … | … | 3.52 | 5.73 | 3.88 | 4.67 | 4.70 | 1.84 | 8.57 | 2.07 | 1.90 | 2.25 | 2.51 | 2.09 | 1.95 | 3.51 | 2.48 | 3.05 | 3.37 | 3.40 | 6.32 | 2.55 | 2.22 | 9.76 | 3.33 | 3.62 | 3.39 | 3.14 | 2.77 | 2.71 | 2.92 | 3.19 | 3.88 | 3.80 | 4.54 | 3.38 |
| Draw Down(%) | NA | 3.02 | 6.87 | 16.06 | 16.06 | NA | NA | … | … | 3.02 | 6.01 | 2.68 | 7.25 | 15.61 | 2.27 | 13.55 | 1.65 | 1.77 | 1.36 | 4.92 | 2.28 | 1.07 | 8.92 | 2.07 | 3.23 | 6.37 | 2.68 | 12.87 | 1.88 | 1.17 | 6.92 | 5.07 | 4.77 | 4.33 | 3.83 | 3.01 | 5.01 | 1.88 | 2.18 | 4.02 | 2.23 | 8.49 | 2.24 |
| Yield(%) | 0.00 | 3.51 | 3.47 | 2.76 | 2.95 | 3.50 | 3.68 | … | … | 1.23 | 3.60 | 3.47 | 3.29 | 2.34 | 2.21 | 2.63 | 3.15 | 3.35 | 3.48 | 3.56 | 3.51 | 3.70 | 3.53 | 4.08 | 4.86 | 4.40 | 5.37 | 5.03 | 4.80 | 4.67 | 4.74 | 4.00 | 4.87 | 5.26 | 5.46 | 6.32 | 5.92 | 5.28 | 5.58 | 5.57 | 6.23 | 5.72 | 1.81 |
Data as of 06/03/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIAX (MFS MUNICIPAL INCOME FUND A) |
-2.97%
Oct 2020 – Oct 2023 |
0.05%
Oct 2017 – Oct 2022 |
1.53%
Oct 2012 – Oct 2022 |
2.91%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIAX (MFS MUNICIPAL INCOME FUND A) |
9.86%
Dec 2008 – Dec 2011 |
7.07%
Feb 2008 – Feb 2013 |
6.21%
Nov 1994 – Nov 2004 |
5.52%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart