Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTLFX (MFS MUNICIPAL LIMITED MATURITY FUND A) | 1.93% | 3.06% | 2.52% | 1.14% | 1.84% | 1.98% | 2.46% | 3.23% |
Data as of 08/01/2025, AR inception is 03/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTLFX (MFS MUNICIPAL LIMITED MATURITY FUND A) | 03/30/1992 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 3.06 | 2.52 | 1.14 | 1.84 | 1.98 | 2.46 | 3.23 | 1.93 | 2.63 | 4.37 | -5.30 | 0.71 | 3.25 | 5.30 | 1.28 | 3.22 | 0.06 | 1.78 | 3.14 | -0.83 | 3.04 | 6.03 | 2.39 | 8.29 | 0.95 | 3.29 | 3.20 | 1.43 | 1.56 | 3.80 | 7.32 | 4.87 | 6.66 | 0.32 | 4.44 | 4.89 | 2.92 | 8.09 | -1.27 | 7.52 | 6.46 |
| Sharpe Ratio | NA | -0.04 | -0.36 | -0.46 | 0.16 | NA | NA | 0.67 | 0.10 | -2.07 | 0.05 | -2.76 | 0.61 | 0.55 | 2.70 | -0.02 | 1.71 | -0.08 | 1.36 | 2.65 | -0.50 | 2.16 | 3.85 | 1.50 | 4.01 | 0.01 | 0.19 | -0.04 | -0.48 | 0.27 | 1.36 | 2.75 | 1.38 | 1.47 | -1.72 | 0.63 | 0.79 | -0.25 | 2.03 | -1.68 | 2.28 | 2.34 |
| Standard Deviation(%) | NA | 2.79 | 2.35 | 2.09 | 2.46 | NA | NA | 2.13 | 3.17 | 1.91 | 2.13 | 2.43 | 1.13 | 5.43 | 1.44 | 1.20 | 1.52 | 1.71 | 1.29 | 1.18 | 1.73 | 1.39 | 1.56 | 1.54 | 2.04 | 2.90 | 1.56 | 1.56 | 1.56 | 2.27 | 2.28 | 2.26 | 1.88 | 1.75 | 1.69 | 1.78 | 1.73 | 2.30 | 2.09 | 2.51 | 2.37 | 2.69 |
| Draw Down(%) | NA | 2.50 | 4.26 | 8.32 | 8.98 | NA | NA | 8.98 | 2.50 | 1.25 | 2.26 | 7.79 | 1.30 | 8.98 | 1.20 | 0.98 | 1.25 | 3.04 | 1.20 | 0.86 | 3.16 | 1.21 | 1.40 | 1.92 | 1.29 | 4.66 | 0.88 | 0.78 | 1.27 | 3.76 | 3.25 | 2.64 | 2.26 | 1.27 | 1.75 | 0.92 | 1.06 | 2.02 | 0.79 | 4.29 | 1.94 | 1.75 |
| Yield(%) | 0.00 | 2.51 | 2.38 | 1.91 | 1.98 | 1.99 | 2.34 | 3.10 | 1.28 | 2.84 | 2.37 | 1.40 | 1.29 | 1.76 | 2.16 | 2.12 | 2.08 | 1.92 | 1.64 | 1.63 | 1.72 | 2.04 | 2.41 | 2.26 | 3.14 | 3.54 | 3.48 | 3.14 | 3.05 | 2.92 | 3.11 | 3.27 | 4.02 | 4.21 | 3.86 | 3.96 | 4.00 | 3.89 | 4.01 | 3.66 | 4.06 | 3.61 |
Data as of 08/01/2025, AR inception is 03/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLFX (MFS MUNICIPAL LIMITED MATURITY FUND A) |
-1.20%
Oct 2019 - Oct 2022 |
0.47%
Oct 2017 - Oct 2022 |
0.97%
Oct 2012 - Oct 2022 |
1.97%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLFX (MFS MUNICIPAL LIMITED MATURITY FUND A) |
7.16%
May 2000 - May 2003 |
5.08%
May 1998 - May 2003 |
4.64%
Apr 1992 - Apr 2002 |
4.15%
Apr 1992 - Apr 2007 |
Annualized Rolling Returns Comparison Chart