Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMIGX (MFS MUNICIPAL INCOME FUND B1) | 1.45% | 7.04% | 3.69% | 0.28% | 1.76% | 2.92% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMIGX (MFS MUNICIPAL INCOME FUND B1) | 06/28/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 7.04 | 3.69 | 0.28 | 1.76 | 2.92 | NA | … | … | 1.45 | 2.85 | 2.89 | 6.19 | -11.58 | 2.60 | 3.55 | 7.49 | 0.60 | 5.21 | 0.51 | 2.92 | 10.26 | -5.46 | 9.89 | 9.93 | -1.27 | 12.35 | -12.37 | 0.10 |
| Sharpe Ratio | NA | 1.23 | 0.17 | -0.51 | 0.03 | NA | NA | … | … | 0.13 | -0.01 | -0.19 | 0.54 | -2.78 | 1.50 | 0.38 | 3.05 | -0.43 | 1.96 | 0.12 | 1.40 | 5.23 | -1.58 | 3.96 | 3.33 | -0.43 | 3.91 | -2.17 | -1.01 |
| Standard Deviation(%) | NA | 3.15 | 4.77 | 4.45 | 4.38 | NA | NA | … | … | 3.47 | 5.73 | 3.92 | 4.71 | 4.69 | 1.72 | 8.58 | 1.97 | 1.82 | 2.33 | 2.44 | 2.07 | 1.96 | 3.48 | 2.50 | 2.98 | 3.16 | 3.13 | 6.12 | 2.57 |
| Draw Down(%) | NA | 3.01 | 7.08 | 16.60 | 16.60 | NA | NA | … | … | 3.01 | 6.03 | 2.74 | 7.57 | 15.99 | 2.26 | 13.53 | 1.64 | 1.72 | 1.36 | 5.12 | 2.38 | 1.11 | 9.16 | 2.07 | 3.23 | 6.56 | 3.06 | 17.02 | 1.78 |
| Yield(%) | 0.00 | 3.03 | 2.99 | 2.32 | 2.48 | 2.97 | 2.33 | … | … | 1.07 | 3.11 | 2.97 | 2.79 | 1.91 | 1.71 | 2.14 | 2.65 | 2.85 | 2.96 | 3.05 | 2.97 | 3.14 | 3.04 | 3.55 | 4.35 | 1.42 | 0.00 | 0.00 | 0.10 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MMIGX (MFS MUNICIPAL INCOME FUND B1) |
-3.40%
Oct 2019 – Oct 2022 |
-0.45%
Oct 2017 – Oct 2022 |
1.01%
Oct 2012 – Oct 2022 |
1.70%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIGX (MFS MUNICIPAL INCOME FUND B1) |
6.83%
Dec 2008 – Dec 2011 |
5.83%
Jan 2011 – Jan 2016 |
4.65%
Jan 2011 – Jan 2021 |
3.35%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart