Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIUIX (MFS Municipal Intermediate Fund Class I) | 1.33% | 6.75% | 4.59% | 1.61% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIUIX (MFS Municipal Intermediate Fund Class I) | 05/19/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 6.75 | 4.59 | 1.61 | NA | NA | NA | … | … | 1.33 | 5.34 | 3.00 | 6.10 | -7.19 | 0.43 |
| Sharpe Ratio | NA | 1.66 | 0.46 | -0.28 | NA | NA | NA | … | … | 0.08 | 0.59 | -0.20 | 0.69 | -2.43 | 0.66 |
| Standard Deviation(%) | NA | 2.53 | 3.61 | 3.39 | NA | NA | NA | … | … | 3.01 | 4.21 | 3.11 | 3.59 | 3.56 | 1.00 |
| Draw Down(%) | NA | 3.15 | 4.76 | 11.82 | NA | NA | NA | … | … | 3.15 | 4.44 | 2.14 | 5.44 | 11.14 | 1.46 |
| Yield(%) | 0.00 | 3.45 | 3.54 | 2.79 | 1.40 | 0.93 | 0.70 | … | … | 1.21 | 3.68 | 3.59 | 3.29 | 2.07 | 1.13 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MIUIX (MFS Municipal Intermediate Fund Class I) |
-0.10%
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 |
|---|---|---|---|---|
| MIUIX (MFS Municipal Intermediate Fund Class I) |
6.01%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart