Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMIIX (MFS MUNICIPAL HIGH INCOME FUND I) | 2.29% | 8.03% | 5.51% | 1.05% | 2.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMIIX (MFS MUNICIPAL HIGH INCOME FUND I) | 06/08/2011 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 8.03 | 5.51 | 1.05 | 2.83 | NA | NA | … | … | 2.29 | 3.52 | 7.10 | 6.30 | -13.86 | 5.19 | 3.51 | 9.47 | 2.09 | 7.75 | 1.46 | 5.07 | 14.55 | -6.01 | 14.09 | 6.51 |
| Sharpe Ratio | NA | 1.56 | 0.53 | -0.30 | 0.25 | NA | NA | … | … | 0.69 | 0.11 | 0.84 | 0.50 | -2.73 | 2.74 | 0.34 | 3.82 | 0.36 | 3.04 | 0.42 | 2.12 | 7.21 | -1.49 | 5.49 | 4.35 |
| Standard Deviation(%) | NA | 3.42 | 5.10 | 4.93 | 4.85 | NA | NA | … | … | 3.63 | 6.07 | 4.13 | 5.30 | 5.63 | 1.88 | 9.49 | 2.09 | 2.01 | 2.34 | 2.95 | 2.38 | 2.02 | 4.07 | 2.58 | 2.70 |
| Draw Down(%) | NA | 2.92 | 7.49 | 19.04 | 19.04 | NA | NA | … | … | 2.92 | 6.38 | 2.74 | 8.57 | 18.70 | 2.14 | 15.70 | 1.40 | 1.90 | 1.09 | 6.46 | 1.73 | 0.76 | 10.68 | 1.78 | 1.20 |
| Yield(%) | 0.00 | 4.13 | 4.32 | 3.45 | 3.69 | 4.45 | 3.34 | … | … | 1.45 | 4.30 | 4.36 | 4.40 | 3.30 | 3.02 | 3.56 | 3.89 | 4.10 | 4.49 | 3.85 | 4.33 | 4.89 | 4.71 | 4.95 | 2.23 |
Data as of 06/04/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIIX (MFS MUNICIPAL HIGH INCOME FUND I) |
-3.50%
Oct 2019 – Oct 2022 |
0.02%
Oct 2018 – Oct 2023 |
2.25%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIIX (MFS MUNICIPAL HIGH INCOME FUND I) |
9.73%
Aug 2013 – Aug 2016 |
7.54%
Jul 2011 – Jul 2016 |
6.09%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart