Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIUAX (MFS Municipal Intermediate Fund Class A) | 1.04% | 6.52% | 4.27% | 1.37% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIUAX (MFS Municipal Intermediate Fund Class A) | 05/19/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 6.52 | 4.27 | 1.37 | NA | NA | NA | … | … | 1.04 | 5.19 | 2.65 | 5.84 | -7.41 | 0.43 |
| Sharpe Ratio | NA | 1.59 | 0.38 | -0.35 | NA | NA | NA | … | … | -0.07 | 0.57 | -0.31 | 0.61 | -2.50 | 0.68 |
| Standard Deviation(%) | NA | 2.41 | 3.55 | 3.34 | NA | NA | NA | … | … | 2.86 | 4.07 | 3.12 | 3.59 | 3.55 | 0.97 |
| Draw Down(%) | NA | 3.05 | 4.82 | 12.03 | NA | NA | NA | … | … | 3.05 | 4.35 | 2.15 | 5.66 | 11.39 | 1.35 |
| Yield(%) | 0.00 | 3.24 | 3.31 | 2.58 | 1.29 | 0.86 | 0.65 | … | … | 1.14 | 3.43 | 3.36 | 3.05 | 1.84 | 0.99 |
Data as of 06/03/2026, Common starting date is 05/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIUAX (MFS Municipal Intermediate Fund Class A) |
-0.33%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIUAX (MFS Municipal Intermediate Fund Class A) |
5.74%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart