Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIMIX (MFS MUNICIPAL INCOME FUND I) | -3.18% | -1.81% | 1.64% | 0.42% | 2.29% | NA | NA | 3.34% |
Data as of 07/25/2025, AR inception is 08/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIMIX (MFS MUNICIPAL INCOME FUND I) | 08/01/2011 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | -1.81 | 1.64 | 0.42 | 2.29 | NA | NA | 3.34 | -3.18 | 3.35 | 7.00 | -10.85 | 3.27 | 4.34 | 8.28 | 1.50 | 6.04 | 1.25 | 3.59 | 11.15 | -4.77 | 10.72 | 3.71 |
| Sharpe Ratio | NA | -0.82 | -0.34 | -0.39 | 0.20 | NA | NA | 0.52 | -1.22 | -0.83 | 0.59 | -2.61 | 1.73 | 0.47 | 3.33 | 0.09 | 2.38 | 0.41 | 1.69 | 5.58 | -1.36 | 4.25 | 3.18 |
| Standard Deviation(%) | NA | 6.08 | 5.05 | 4.33 | 4.34 | NA | NA | 3.95 | 7.13 | 3.89 | 4.74 | 4.70 | 1.88 | 8.62 | 2.07 | 2.02 | 2.29 | 2.52 | 2.11 | 1.99 | 3.54 | 2.53 | 2.85 |
| Draw Down(%) | NA | 6.24 | 8.74 | 15.83 | 15.83 | NA | NA | 15.83 | 5.98 | 2.65 | 7.24 | 15.47 | 2.16 | 13.56 | 1.54 | 1.74 | 1.36 | 4.86 | 2.24 | 1.05 | 8.86 | 2.07 | 1.78 |
| Yield(%) | 0.00 | 3.13 | 3.29 | 2.86 | 3.26 | 3.32 | 2.49 | 3.83 | 1.24 | 3.73 | 3.54 | 2.58 | 2.47 | 2.89 | 3.40 | 3.61 | 3.74 | 3.80 | 3.74 | 3.96 | 3.74 | 4.32 | 0.79 |
Data as of 07/25/2025, AR inception is 08/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIMIX (MFS MUNICIPAL INCOME FUND I) |
-2.69%
Oct 2019 - Oct 2022 |
0.30%
Oct 2017 - Oct 2022 |
1.78%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIMIX (MFS MUNICIPAL INCOME FUND I) |
7.44%
Aug 2013 - Aug 2016 |
5.28%
Sep 2011 - Sep 2016 |
4.63%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart