Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMHKX (MFS Municipal High Income Fund Cl R6) | 2.16% | 7.98% | 5.60% | 1.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMHKX (MFS Municipal High Income Fund Cl R6) | 06/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 7.98 | 5.60 | 1.10 | NA | NA | NA | … | … | 2.16 | 3.61 | 7.35 | 6.24 | -13.80 | 5.28 | 3.61 | 9.70 | 2.02 | 1.74 |
| Sharpe Ratio | NA | 1.59 | 0.55 | -0.28 | NA | NA | NA | … | … | 0.67 | 0.12 | 0.90 | 0.50 | -2.66 | 2.83 | 0.35 | 3.97 | 0.32 | 1.04 |
| Standard Deviation(%) | NA | 3.42 | 5.12 | 4.96 | NA | NA | NA | … | … | 3.74 | 6.13 | 4.17 | 5.20 | 5.75 | 1.86 | 9.54 | 2.07 | 2.03 | 2.17 |
| Draw Down(%) | NA | 2.92 | 7.35 | 19.09 | NA | NA | NA | … | … | 2.92 | 6.51 | 2.74 | 8.39 | 18.77 | 2.13 | 15.72 | 1.28 | 1.89 | 1.09 |
| Yield(%) | 0.00 | 4.21 | 4.40 | 3.52 | 3.36 | 2.24 | 1.68 | … | … | 1.47 | 4.38 | 4.47 | 4.47 | 3.37 | 3.10 | 3.65 | 3.98 | 4.16 | 1.84 |
Data as of 06/04/2026, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHKX (MFS Municipal High Income Fund Cl R6) |
-3.42%
Oct 2019 – Oct 2022 |
0.07%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHKX (MFS Municipal High Income Fund Cl R6) |
7.32%
Oct 2022 – Oct 2025 |
2.94%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
