Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFM (MFS Municipal Income Trust) | 1.66% | 11.97% | 7.32% | -0.89% | 1.67% | 4.09% | 3.96% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFM (MFS Municipal Income Trust) | 11/18/1986 | 06/04/2026 |
| 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.97 | 7.32 | -0.89 | 1.67 | 4.09 | 3.96 | … | … | 1.66 | 6.95 | 8.47 | 4.20 | -22.57 | 9.49 | -0.85 | 20.86 | -5.55 | 9.45 | 2.86 | 8.77 | 13.02 | -12.46 | 14.20 | 19.72 | 1.69 | 83.00 | -35.75 | -13.91 | 12.90 | 8.24 | 8.31 | 14.59 | 0.29 | 10.73 | 21.02 | -22.96 | -7.53 | -1.35 | -3.90 | 11.59 | -9.21 | 11.76 | -4.23 | 7.58 | -16.46 | 1.28 | 16.42 | -19.28 | 2.47 |
| Sharpe Ratio | NA | 0.85 | 0.39 | -0.26 | 0.01 | NA | NA | … | … | 0.21 | 0.37 | 0.45 | 0.03 | -1.31 | 0.97 | -0.04 | 2.02 | -0.70 | 0.87 | 0.18 | 0.78 | 1.35 | -0.76 | 1.02 | 1.39 | 0.10 | 3.11 | -0.77 | -1.32 | 0.85 | 0.47 | 0.53 | 1.11 | -0.07 | 0.50 | 0.94 | -1.37 | -0.85 | -0.34 | -0.47 | 0.46 | -0.61 | 0.57 | -0.35 | 0.19 | -1.17 | -0.29 | 0.64 | -0.74 | 1.01 |
| Standard Deviation(%) | NA | 10.63 | 12.83 | 14.14 | 14.92 | NA | NA | … | … | 12.09 | 10.90 | 10.88 | 17.50 | 18.43 | 9.78 | 27.84 | 9.61 | 9.89 | 10.16 | 14.64 | 11.14 | 9.64 | 16.43 | 13.98 | 14.15 | 16.42 | 26.65 | 47.74 | 12.96 | 11.17 | 12.59 | 13.79 | 12.54 | 12.01 | 16.69 | 17.82 | 19.28 | 12.98 | 14.80 | 15.78 | 16.43 | 20.25 | 16.63 | 18.94 | 18.92 | 18.63 | 16.12 | 17.85 | 31.81 | 19.31 |
| Draw Down(%) | NA | 6.21 | 16.99 | 34.29 | 34.29 | NA | NA | … | … | 6.21 | 10.56 | 7.21 | 17.22 | 30.27 | 7.29 | 29.36 | 3.57 | 10.72 | 5.74 | 12.01 | 7.30 | 5.54 | 23.79 | 8.28 | 8.20 | 12.60 | 20.00 | 51.16 | 18.86 | 6.81 | 9.57 | 15.36 | 10.55 | 10.87 | 11.97 | 10.96 | 25.90 | 12.34 | 9.43 | 11.25 | 6.41 | 16.25 | 5.06 | 16.25 | 7.89 | 19.75 | 8.33 | 5.19 | 31.76 | 3.57 |
| Yield(%) | 0.00 | 5.66 | 5.13 | 3.64 | 4.07 | 5.24 | 4.79 | … | … | 2.23 | 5.17 | 4.90 | 4.21 | 3.68 | 4.59 | 4.43 | 5.24 | 5.29 | 5.78 | 5.53 | 5.92 | 6.44 | 5.67 | 6.80 | 7.77 | 7.36 | 11.45 | 6.64 | 5.55 | 6.11 | 6.54 | 7.21 | 7.37 | 6.68 | 6.54 | 7.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFM (MFS Municipal Income Trust) |
-14.53%
Dec 2005 – Dec 2008 |
-6.05%
Dec 2003 – Dec 2008 |
-4.10%
Dec 1989 – Dec 1999 |
-1.72%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFM (MFS Municipal Income Trust) |
30.61%
Dec 2008 – Dec 2011 |
17.37%
Dec 2008 – Dec 2013 |
11.28%
Dec 2008 – Dec 2018 |
7.79%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart