Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIMIX (MFS MUNICIPAL INCOME FUND I) | 1.71% | 7.39% | 4.47% | 1.03% | 2.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIMIX (MFS MUNICIPAL INCOME FUND I) | 08/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 7.39 | 4.47 | 1.03 | 2.52 | NA | NA | … | … | 1.71 | 3.62 | 3.68 | 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 | 1.45 | 0.34 | -0.34 | 0.20 | NA | NA | … | … | 0.30 | 0.13 | 0.02 | 0.71 | -2.62 | 1.73 | 0.47 | 3.29 | 0.06 | 2.36 | 0.41 | 1.69 | 5.58 | -1.36 | 4.25 | 3.18 |
| Standard Deviation(%) | NA | 3.23 | 4.79 | 4.46 | 4.41 | NA | NA | … | … | 3.60 | 5.71 | 3.91 | 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 | 3.02 | 6.92 | 15.83 | 15.83 | NA | NA | … | … | 3.02 | 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 | 3.72 | 3.73 | 2.99 | 3.19 | 3.58 | 2.69 | … | … | 1.32 | 3.85 | 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 06/04/2026, Common starting date 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