Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTLCX (MFS MUNICIPAL LIMITED MATURITY FUND C) | 0.37% | 3.74% | 3.09% | 0.63% | 1.09% | 1.25% | 1.70% | … | … |
Data as of 06/03/2026, Common starting date is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTLCX (MFS MUNICIPAL LIMITED MATURITY FUND C) | 07/28/2000 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 3.74 | 3.09 | 0.63 | 1.09 | 1.25 | 1.70 | … | … | 0.37 | 3.95 | 2.05 | 3.59 | -6.09 | -0.24 | 2.40 | 4.41 | 0.56 | 2.35 | -0.79 | 0.90 | 2.27 | -1.77 | 2.33 | 4.98 | 1.75 | 7.39 | 0.16 | 2.30 | 2.35 | 0.67 | 0.77 | 2.63 | 6.39 | 3.99 | 3.33 |
| Sharpe Ratio | NA | 0.69 | 0.02 | -0.91 | -0.22 | NA | NA | … | … | -0.80 | 0.41 | -0.84 | -0.03 | -3.34 | -0.24 | 0.40 | 2.22 | -0.74 | 1.17 | -0.66 | 0.72 | 2.03 | -1.12 | 1.81 | 3.27 | 1.05 | 4.03 | -0.29 | -0.58 | -0.72 | -1.19 | -0.10 | 0.89 | 2.41 | 0.89 | 2.44 |
| Standard Deviation(%) | NA | 1.66 | 2.16 | 2.08 | 2.42 | NA | NA | … | … | 1.99 | 2.59 | 1.87 | 2.02 | 2.26 | 1.10 | 5.39 | 1.33 | 1.11 | 1.45 | 1.52 | 1.20 | 1.11 | 1.62 | 1.27 | 1.51 | 1.58 | 1.81 | 2.75 | 1.47 | 1.49 | 1.34 | 2.18 | 2.14 | 2.17 | 1.75 | 1.50 |
| Draw Down(%) | NA | 2.20 | 2.50 | 9.20 | 9.28 | NA | NA | … | … | 2.20 | 2.50 | 1.32 | 2.61 | 8.36 | 1.42 | 8.87 | 1.21 | 1.17 | 1.51 | 3.37 | 1.60 | 0.74 | 3.55 | 1.10 | 1.35 | 2.23 | 1.35 | 4.60 | 0.95 | 0.78 | 1.22 | 3.83 | 3.39 | 2.64 | 2.34 | 0.53 |
| Yield(%) | 0.00 | 2.08 | 2.03 | 1.40 | 1.27 | 1.21 | 1.50 | … | … | 0.74 | 2.26 | 2.02 | 1.50 | 0.61 | 0.48 | 0.93 | 1.29 | 1.29 | 1.22 | 1.06 | 0.77 | 0.77 | 0.90 | 1.22 | 1.52 | 1.50 | 2.26 | 2.76 | 2.65 | 2.32 | 2.19 | 2.14 | 1.97 | 2.38 | 3.16 | 1.68 |
Data as of 06/03/2026, Common starting date is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLCX (MFS MUNICIPAL LIMITED MATURITY FUND C) |
-2.01%
Oct 2019 – Oct 2022 |
-0.36%
Oct 2017 – Oct 2022 |
0.13%
Oct 2012 – Oct 2022 |
1.11%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLCX (MFS MUNICIPAL LIMITED MATURITY FUND C) |
5.01%
Sep 2000 – Sep 2003 |
3.59%
Jul 2007 – Jul 2012 |
3.23%
Aug 2000 – Aug 2010 |
2.57%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison Chart