Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMICX (MFS MUNICIPAL INCOME FUND C) | 1.12% | 6.40% | 3.41% | -0.11% | 1.44% | 2.64% | 2.79% | … | … |
Data as of 06/10/2026, Common starting date is 01/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMICX (MFS MUNICIPAL INCOME FUND C) | 01/28/1994 | 06/10/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 6.40 | 3.41 | -0.11 | 1.44 | 2.64 | 2.79 | … | … | 1.12 | 2.60 | 2.65 | 5.93 | -11.71 | 2.24 | 3.29 | 7.32 | 0.24 | 5.09 | 0.25 | 2.55 | 10.12 | -5.80 | 9.61 | 9.79 | 0.87 | 17.11 | -8.24 | 1.84 | 3.98 | 3.19 | 4.10 | 5.16 | 7.28 | 3.33 | 9.09 | -3.61 | 4.26 | 8.82 | 3.06 | 13.77 | -5.93 |
| Sharpe Ratio | NA | 1.20 | 0.03 | -0.58 | -0.04 | NA | NA | … | … | 0.12 | -0.05 | -0.26 | 0.49 | -2.86 | 1.24 | 0.35 | 3.03 | -0.62 | 2.03 | 0.01 | 1.28 | 5.38 | -1.71 | 3.94 | 3.28 | 0.24 | 4.73 | -1.46 | -0.54 | 0.28 | 0.10 | 0.98 | 1.27 | 1.87 | 0.29 | 1.86 | -2.59 | 0.28 | 1.68 | -0.15 | 2.53 | -2.14 |
| Standard Deviation(%) | NA | 3.01 | 4.67 | 4.37 | 4.33 | NA | NA | … | … | 3.34 | 5.69 | 3.69 | 4.67 | 4.61 | 1.78 | 8.58 | 1.93 | 1.85 | 2.19 | 2.40 | 1.96 | 1.88 | 3.41 | 2.44 | 2.98 | 3.29 | 3.59 | 6.26 | 2.44 | 2.05 | 9.72 | 3.19 | 3.50 | 3.28 | 3.04 | 2.62 | 2.69 | 2.83 | 3.04 | 3.89 | 3.86 | 4.49 |
| Draw Down(%) | NA | 3.00 | 6.99 | 16.73 | 16.73 | NA | NA | … | … | 3.00 | 6.04 | 2.62 | 7.54 | 16.04 | 2.15 | 13.61 | 1.64 | 1.87 | 1.35 | 5.17 | 2.46 | 1.12 | 9.13 | 2.06 | 3.22 | 6.46 | 2.73 | 13.51 | 1.99 | 1.17 | 7.09 | 5.10 | 4.87 | 4.32 | 3.87 | 3.06 | 5.48 | 2.07 | 2.18 | 4.23 | 2.45 | 9.19 |
| Yield(%) | 0.00 | 2.80 | 2.76 | 2.09 | 2.23 | 2.71 | 2.93 | … | … | 0.99 | 2.87 | 2.73 | 2.55 | 1.66 | 1.46 | 1.89 | 2.39 | 2.60 | 2.72 | 2.79 | 2.73 | 2.89 | 2.79 | 3.29 | 4.10 | 3.72 | 4.58 | 4.30 | 4.00 | 3.89 | 3.95 | 3.78 | 4.23 | 4.52 | 4.71 | 5.57 | 5.17 | 4.50 | 4.82 | 4.83 | 5.34 | 4.61 |
Data as of 06/10/2026, Common starting date is 01/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMICX (MFS MUNICIPAL INCOME FUND C) |
-3.68%
Oct 2019 – Oct 2022 |
-0.72%
Oct 2017 – Oct 2022 |
0.75%
Oct 2012 – Oct 2022 |
2.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMICX (MFS MUNICIPAL INCOME FUND C) |
9.05%
Dec 2008 – Dec 2011 |
6.25%
Feb 2008 – Feb 2013 |
5.50%
Nov 1994 – Nov 2004 |
4.77%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart
