Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTLRX (MFS Municipal Limited Maturity Fund Class R6) | 0.85% | 4.67% | 4.22% | 1.70% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTLRX (MFS Municipal Limited Maturity Fund Class R6) | 09/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 4.67 | 4.22 | 1.70 | NA | NA | NA | … | … | 0.85 | 5.08 | 3.13 | 4.59 | -5.07 | 0.94 | 3.53 | 5.55 | 1.65 | -0.46 |
| Sharpe Ratio | NA | 1.12 | 0.42 | -0.38 | NA | NA | NA | … | … | -0.25 | 0.84 | -0.24 | 0.43 | -2.69 | 0.80 | 0.60 | 2.81 | 0.20 | -1.35 |
| Standard Deviation(%) | NA | 1.80 | 2.28 | 2.21 | NA | NA | NA | … | … | 2.09 | 2.63 | 2.06 | 2.19 | 2.43 | 1.15 | 5.45 | 1.45 | 1.32 | 1.67 |
| Draw Down(%) | NA | 2.08 | 2.50 | 8.18 | NA | NA | NA | … | … | 2.08 | 2.50 | 1.25 | 2.16 | 7.75 | 1.30 | 8.99 | 1.20 | 1.04 | 1.33 |
| Yield(%) | 0.00 | 3.10 | 3.09 | 2.40 | 2.05 | 1.37 | 1.03 | … | … | 1.09 | 3.35 | 3.07 | 2.58 | 1.64 | 1.55 | 2.03 | 2.39 | 2.36 | 0.76 |
Data as of 06/05/2026, Common starting date is 09/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLRX (MFS Municipal Limited Maturity Fund Class R6) |
-0.95%
Oct 2019 – Oct 2022 |
0.72%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLRX (MFS Municipal Limited Maturity Fund Class R6) |
5.01%
Oct 2022 – Oct 2025 |
2.09%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart