Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIURX (MFS Municipal Intermediate Fund Class R6) | 1.14% | 6.62% | 4.61% | 1.64% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIURX (MFS Municipal Intermediate Fund Class R6) | 05/19/2021 | 06/05/2026 |
| 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 (%) | 0.11 | 6.62 | 4.61 | 1.64 | NA | NA | NA | … | … | 1.14 | 5.55 | 2.99 | 6.18 | -7.16 | 0.48 |
| Sharpe Ratio | NA | 1.68 | 0.47 | -0.26 | NA | NA | NA | … | … | 0.01 | 0.64 | -0.20 | 0.70 | -2.36 | 0.66 |
| Standard Deviation(%) | NA | 2.50 | 3.60 | 3.41 | NA | NA | NA | … | … | 2.96 | 4.15 | 3.11 | 3.62 | 3.66 | 1.13 |
| Draw Down(%) | NA | 3.05 | 4.76 | 11.86 | NA | NA | NA | … | … | 3.05 | 4.32 | 2.14 | 5.53 | 11.22 | 1.46 |
| Yield(%) | 0.00 | 3.54 | 3.63 | 2.86 | 1.44 | 0.96 | 0.72 | … | … | 1.24 | 3.77 | 3.68 | 3.36 | 2.10 | 1.19 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MIURX (MFS Municipal Intermediate Fund Class R6) |
-0.07%
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 |
|---|---|---|---|---|
| MIURX (MFS Municipal Intermediate Fund Class R6) |
6.09%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart