Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTLBX (MFS MUNICIPAL LIMITED MATURITY FUND B) | 0.40% | 3.58% | 3.20% | 0.71% | 1.20% | 1.36% | 1.80% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTLBX (MFS MUNICIPAL LIMITED MATURITY FUND B) | 09/29/1993 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 3.58 | 3.20 | 0.71 | 1.20 | 1.36 | 1.80 | … | … | 0.40 | 4.18 | 2.16 | 3.59 | -5.99 | -0.02 | 2.37 | 4.65 | 0.53 | 2.47 | -0.68 | 1.02 | 2.35 | -1.67 | 2.39 | 5.30 | 1.67 | 7.50 | 0.19 | 2.45 | 2.41 | 0.65 | 0.96 | 2.71 | 6.65 | 3.95 | 5.79 | -0.48 | 3.63 | 4.06 | 2.01 | 7.23 | -2.15 | 0.52 |
| Sharpe Ratio | NA | 0.74 | 0.05 | -0.85 | -0.18 | NA | NA | … | … | -0.89 | 0.49 | -0.78 | -0.03 | -3.13 | -0.05 | 0.39 | 2.31 | -0.75 | 1.27 | -0.54 | 0.81 | 2.00 | -1.02 | 1.78 | 3.55 | 1.06 | 3.72 | -0.28 | -0.48 | -0.71 | -1.16 | -0.01 | 0.92 | 2.49 | 0.84 | 1.02 | -2.47 | 0.10 | 0.23 | -0.73 | 1.70 | -2.11 | -0.07 |
| Standard Deviation(%) | NA | 1.71 | 2.21 | 2.14 | 2.46 | NA | NA | … | … | 2.06 | 2.63 | 1.87 | 2.09 | 2.38 | 1.10 | 5.41 | 1.38 | 1.14 | 1.44 | 1.67 | 1.22 | 1.16 | 1.66 | 1.32 | 1.48 | 1.50 | 1.99 | 2.78 | 1.47 | 1.44 | 1.39 | 2.23 | 2.17 | 2.21 | 1.81 | 1.53 | 1.56 | 1.67 | 1.63 | 2.24 | 1.91 | 2.47 | 2.53 |
| Draw Down(%) | NA | 2.08 | 2.50 | 9.11 | 9.11 | NA | NA | … | … | 2.08 | 2.50 | 1.30 | 2.64 | 8.30 | 1.30 | 8.99 | 1.21 | 1.16 | 1.37 | 3.30 | 1.45 | 0.86 | 3.39 | 1.11 | 1.47 | 2.10 | 1.22 | 4.73 | 1.03 | 0.78 | 1.22 | 3.95 | 3.37 | 2.65 | 2.33 | 1.34 | 2.03 | 0.92 | 1.19 | 2.08 | 0.79 | 4.29 | 1.55 |
| Yield(%) | 0.00 | 2.17 | 2.13 | 1.49 | 1.37 | 1.31 | 1.60 | … | … | 0.77 | 2.34 | 2.13 | 1.62 | 0.72 | 0.57 | 1.03 | 1.39 | 1.38 | 1.34 | 1.18 | 0.89 | 0.85 | 1.01 | 1.27 | 1.70 | 1.55 | 2.37 | 2.79 | 2.67 | 2.37 | 2.30 | 2.21 | 2.18 | 2.49 | 3.26 | 3.37 | 3.06 | 3.18 | 3.19 | 3.01 | 3.19 | 2.79 | 0.90 |
Data as of 06/05/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLBX (MFS MUNICIPAL LIMITED MATURITY FUND B) |
-1.96%
Oct 2019 – Oct 2022 |
-0.29%
Oct 2017 – Oct 2022 |
0.22%
Oct 2012 – Oct 2022 |
1.23%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLBX (MFS MUNICIPAL LIMITED MATURITY FUND B) |
6.28%
May 2000 – May 2003 |
4.23%
May 1998 – May 2003 |
3.67%
Mar 1994 – Mar 2004 |
3.31%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart