Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMIDX (MFS MUNICIPAL INCOME FUND A1) | 1.58% | 7.26% | 4.38% | 0.99% | 2.41% | 3.62% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMIDX (MFS MUNICIPAL INCOME FUND A1) | 06/28/2007 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 7.26 | 4.38 | 0.99 | 2.41 | 3.62 | NA | … | … | 1.58 | 3.64 | 3.55 | 6.99 | -10.82 | 3.27 | 4.45 | 8.28 | 1.38 | 4.97 | 1.26 | 3.72 | 11.14 | -4.86 | 10.74 | 10.89 | -1.12 | 12.50 | -12.38 | 0.11 |
| Sharpe Ratio | NA | 1.45 | 0.33 | -0.34 | 0.18 | NA | NA | … | … | 0.31 | 0.13 | -0.02 | 0.70 | -2.59 | 1.80 | 0.48 | 3.22 | 0.00 | 1.80 | 0.41 | 1.65 | 5.22 | -1.42 | 4.18 | 3.42 | -0.38 | 4.05 | -2.17 | -0.98 |
| Standard Deviation(%) | NA | 3.24 | 4.86 | 4.51 | 4.46 | NA | NA | … | … | 3.55 | 5.77 | 3.99 | 4.82 | 4.75 | 1.80 | 8.70 | 2.11 | 1.99 | 2.41 | 2.55 | 2.23 | 2.13 | 3.45 | 2.58 | 3.17 | 3.16 | 3.06 | 6.14 | 2.62 |
| Draw Down(%) | NA | 3.01 | 6.91 | 15.78 | 15.78 | NA | NA | … | … | 3.01 | 5.98 | 2.74 | 7.23 | 15.42 | 2.27 | 13.55 | 1.65 | 1.71 | 1.36 | 4.96 | 2.14 | 1.05 | 8.94 | 2.07 | 3.23 | 6.32 | 2.95 | 17.04 | 1.89 |
| Yield(%) | 0.00 | 3.73 | 3.73 | 2.99 | 3.20 | 3.77 | 2.94 | … | … | 1.32 | 3.86 | 3.73 | 3.53 | 2.59 | 2.46 | 2.89 | 3.41 | 3.61 | 3.74 | 3.81 | 3.74 | 3.96 | 3.75 | 4.35 | 5.11 | 1.70 | 0.00 | 0.00 | 0.11 |
Data as of 06/05/2026, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIDX (MFS MUNICIPAL INCOME FUND A1) |
-2.68%
Oct 2019 – Oct 2022 |
0.30%
Oct 2017 – Oct 2022 |
1.68%
Oct 2012 – Oct 2022 |
2.26%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIDX (MFS MUNICIPAL INCOME FUND A1) |
7.48%
Aug 2013 – Aug 2016 |
6.65%
Jan 2011 – Jan 2016 |
5.34%
Jan 2011 – Jan 2021 |
3.99%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart