Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMHCX (MFS MUNICIPAL HIGH INCOME FUND C) | 1.82% | 7.21% | 4.46% | 0.07% | 1.74% | 3.36% | 2.97% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMHCX (MFS MUNICIPAL HIGH INCOME FUND C) | 09/29/1998 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 7.21 | 4.46 | 0.07 | 1.74 | 3.36 | 2.97 | … | … | 1.82 | 2.51 | 6.05 | 5.11 | -14.66 | 4.26 | 2.49 | 8.38 | 1.07 | 5.63 | 0.68 | 4.00 | 13.62 | -6.96 | 12.94 | 10.00 | 3.10 | 28.34 | -20.94 | -2.08 | 5.68 | 5.62 | 5.21 | 5.78 | 5.20 | 4.84 | 5.59 | -4.03 | 0.10 |
| Sharpe Ratio | NA | 1.25 | 0.33 | -0.51 | 0.02 | NA | NA | … | … | 0.46 | -0.06 | 0.60 | 0.28 | -2.89 | 2.32 | 0.24 | 3.55 | -0.16 | 2.39 | 0.16 | 1.85 | 7.06 | -1.77 | 5.30 | 3.37 | 0.86 | 6.60 | -3.16 | -1.95 | 1.10 | 1.55 | 1.67 | 1.98 | 1.54 | 0.96 | 0.55 | -2.90 | -1.01 |
| Standard Deviation(%) | NA | 3.31 | 5.05 | 4.88 | 4.78 | NA | NA | … | … | 3.56 | 6.03 | 4.03 | 5.26 | 5.59 | 1.83 | 9.44 | 1.95 | 2.00 | 2.09 | 2.82 | 2.14 | 1.93 | 3.94 | 2.45 | 2.96 | 3.52 | 4.28 | 6.92 | 2.69 | 2.07 | 2.17 | 2.54 | 2.56 | 2.63 | 2.53 | 2.49 | 2.55 | 2.64 |
| Draw Down(%) | NA | 3.04 | 7.78 | 20.04 | 20.04 | NA | NA | … | … | 3.04 | 6.45 | 2.61 | 9.15 | 19.37 | 2.42 | 15.68 | 1.39 | 2.06 | 0.97 | 6.37 | 2.06 | 0.88 | 10.99 | 1.89 | 3.16 | 6.61 | 3.21 | 23.45 | 3.95 | 0.83 | 1.36 | 3.92 | 2.94 | 3.24 | 2.68 | 2.71 | 5.37 | 1.69 |
| Yield(%) | 0.00 | 3.22 | 3.36 | 2.61 | 2.80 | 3.48 | 3.30 | … | … | 1.13 | 3.34 | 3.37 | 3.42 | 2.44 | 2.00 | 2.60 | 2.85 | 3.11 | 3.49 | 3.19 | 3.30 | 3.90 | 3.74 | 3.89 | 4.64 | 4.25 | 5.86 | 4.58 | 4.08 | 4.26 | 4.56 | 3.77 | 4.90 | 5.10 | 5.14 | 5.44 | 4.91 | 1.20 |
Data as of 06/03/2026, Common starting date is 09/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHCX (MFS MUNICIPAL HIGH INCOME FUND C) |
-6.47%
Dec 2005 – Dec 2008 |
-1.89%
Dec 2003 – Dec 2008 |
0.72%
Dec 1998 – Dec 2008 |
2.35%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHCX (MFS MUNICIPAL HIGH INCOME FUND C) |
13.33%
Dec 2008 – Dec 2011 |
8.87%
Dec 2008 – Dec 2013 |
6.87%
Dec 2008 – Dec 2018 |
4.79%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart