Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMFMX (MFS Municipal Income Trust) | 2.71% | 10.49% | 5.09% | -0.20% | 1.50% | 2.92% | 1.12% | … | … |
Data as of 06/03/2026, Common starting date is 07/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMFMX (MFS Municipal Income Trust) | 07/21/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.84 | 10.49 | 5.09 | -0.20 | 1.50 | 2.92 | 1.12 | … | … | 2.71 | 2.60 | 5.46 | 7.51 | -18.52 | 5.23 | 3.26 | 9.66 | 1.50 | 4.18 | -3.10 | 1.11 | 17.98 | -6.42 | 11.90 | 4.67 | -2.13 | 35.82 | -34.64 | -8.08 | 1.01 | 0.38 | 1.80 | 2.23 | -1.30 | 0.17 | -1.02 | -5.09 |
| Sharpe Ratio | NA | 1.52 | 0.33 | -0.41 | -0.03 | NA | NA | … | … | 0.76 | -0.03 | 0.34 | 0.54 | -2.55 | 2.33 | 0.26 | 4.10 | 0.07 | 1.54 | -1.04 | 0.40 | 8.64 | -1.46 | 3.26 | 1.19 | -0.52 | 5.87 | -4.08 | -4.01 | -1.02 | -0.78 | 0.26 | 0.50 | -0.69 | -0.77 | -1.94 | -5.88 |
| Standard Deviation(%) | NA | 4.30 | 7.02 | 6.77 | 6.23 | NA | NA | … | … | 4.46 | 8.72 | 5.35 | 7.18 | 7.84 | 2.23 | 11.63 | 2.00 | 1.83 | 2.30 | 3.19 | 2.72 | 2.08 | 4.41 | 3.67 | 3.89 | 4.28 | 6.09 | 8.70 | 2.81 | 2.37 | 2.40 | 3.15 | 3.00 | 3.55 | 3.02 | 2.71 | 2.46 |
| Draw Down(%) | NA | 3.71 | 11.05 | 25.33 | 25.33 | NA | NA | … | … | 3.71 | 9.23 | 3.76 | 12.21 | 24.88 | 2.59 | 18.52 | 1.63 | 2.21 | 1.24 | 7.90 | 3.85 | 0.84 | 11.97 | 2.47 | 4.50 | 7.83 | 3.74 | 37.32 | 8.32 | 1.25 | 2.36 | 5.27 | 3.60 | 4.56 | 4.58 | 3.18 | 5.09 |
| Yield(%) | 0.00 | 5.03 | 4.39 | 3.45 | 3.34 | 3.52 | 2.14 | … | … | 2.00 | 4.54 | 4.22 | 3.69 | 3.37 | 3.77 | 4.21 | 4.68 | 4.99 | 1.81 | 0.00 | 0.43 | 6.06 | 5.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMFMX (MFS Municipal Income Trust) |
-15.34%
Dec 2005 – Dec 2008 |
-9.12%
Dec 2003 – Dec 2008 |
-2.73%
Aug 1999 – Aug 2009 |
-0.03%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMFMX (MFS Municipal Income Trust) |
11.64%
Dec 2008 – Dec 2011 |
7.82%
Dec 2008 – Dec 2013 |
5.94%
Dec 2008 – Dec 2018 |
4.22%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart