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MFM: MFS Municipal Income Trust (CEF)
Basic Info 5.37 0.03(0.56%) June 05
| Asset Class: | High Yield Muni |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 11/18/1986 |
| Last Dividend Date: | 05/19/2026 |
| 12-Mo. Yield | 5.62% |
| Expenses | - |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/18/1986 |
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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 1.1 | 11.4 | 7.1 | -1.3 | 2.0 | 4.1 | 3.9 | 2.5 | 7.0 | 8.5 | 4.2 | -22.6 | 9.5 | -0.8 | 20.9 | -5.5 | 9.5 | 2.9 | 8.8 | 13.0 | -12.5 | 14.2 | 19.7 | 1.7 | 83.0 | -35.8 | -13.9 | 12.9 | 8.2 | 8.3 | 14.6 | 0.3 | 10.7 | 21.0 | -23.0 | -7.5 | -1.4 | -3.9 | 11.6 | -9.2 | 11.8 | -4.2 | 7.6 | -16.5 | 1.3 | 16.4 | -19.3 | 2.5 |
| Sharpe Ratio | NA | 0.21 | 0.85 | 0.39 | -0.26 | 0.01 | NA | NA | 0.02 | 0.37 | 0.45 | 0.03 | -1.31 | 0.97 | -0.04 | 2.02 | -0.7 | 0.87 | 0.18 | 0.78 | 1.35 | -0.76 | 1.02 | 1.39 | 0.1 | 3.11 | -0.77 | -1.32 | 0.85 | 0.47 | 0.53 | 1.11 | -0.07 | 0.5 | 0.94 | -1.37 | -0.85 | -0.34 | -0.47 | 0.46 | -0.61 | 0.57 | -0.35 | 0.19 | -1.17 | -0.29 | 0.64 | -0.74 | 1.01 |
| Draw Down(%) | NA | 6.2 | 6.2 | 17.0 | 34.3 | 34.3 | NA | NA | 54.2 | 10.6 | 7.2 | 17.2 | 30.3 | 7.3 | 29.4 | 3.6 | 10.7 | 5.7 | 12.0 | 7.3 | 5.5 | 23.8 | 8.3 | 8.2 | 12.6 | 20.0 | 51.2 | 18.9 | 6.8 | 9.6 | 15.4 | 10.6 | 10.9 | 12.0 | 11.0 | 25.9 | 12.3 | 9.4 | 11.2 | 6.4 | 16.2 | 5.1 | 16.2 | 7.9 | 19.8 | 8.3 | 5.2 | 31.8 | 3.6 |
| Standard Deviation(%) | NA | 12.1 | 10.6 | 12.8 | 14.1 | 14.9 | NA | NA | 17.9 | 10.9 | 10.9 | 17.5 | 18.4 | 9.8 | 27.8 | 9.6 | 9.9 | 10.2 | 14.6 | 11.1 | 9.6 | 16.4 | 14.0 | 14.1 | 16.4 | 26.7 | 47.7 | 13.0 | 11.2 | 12.6 | 13.8 | 12.5 | 12.0 | 16.7 | 17.8 | 19.3 | 13.0 | 14.8 | 15.8 | 16.4 | 20.2 | 16.6 | 18.9 | 18.9 | 18.6 | 16.1 | 17.8 | 31.8 | 19.3 |
| Treynor Ratio | NA | 0.01 | 0.06 | 0.05 | -0.03 | 0.0 | NA | NA | 0.0 | 0.07 | 0.04 | 0.0 | -0.16 | 0.06 | -0.01 | 0.32 | -0.08 | 0.17 | 0.02 | 0.09 | 0.18 | -0.09 | 0.16 | 0.15 | 0.04 | 2.01 | -0.2 | -0.21 | 0.11 | 0.04 | 0.05 | 0.12 | -0.01 | 0.07 | 0.19 | -0.13 | -0.74 | 0.19 | -0.16 | 0.16 | -0.36 | 0.94 | 3.61 | -0.46 | -0.4 | -0.27 | 0.26 | -0.88 | 0.1 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.02 | 0.02 | -0.02 | -0.02 | 0.01 | -0.02 | 0.05 | -0.03 | 0.02 | 0.01 | 0.02 | 0.02 | -0.03 | 0.03 | 0.02 | 0.01 | 0.22 | -0.05 | -0.06 | 0.03 | 0.01 | 0.01 | 0.03 | -0.03 | 0.02 | 0.04 | -0.05 | -0.04 | -0.01 | -0.03 | 0.01 | -0.03 | 0.04 | -0.02 | 0.02 | -0.09 | -0.02 | 0.03 | -0.07 | 0.04 |
| Beta | NA | 1.82 | 1.64 | 0.99 | 1.16 | 1.22 | NA | NA | 0.85 | 0.56 | 1.14 | 1.32 | 1.53 | 1.67 | 1.4 | 0.6 | 0.89 | 0.53 | 1.48 | 1.01 | 0.72 | 1.41 | 0.87 | 1.28 | 0.4 | 0.41 | 1.79 | 0.81 | 0.85 | 1.55 | 1.53 | 1.12 | 1.4 | 1.16 | 0.89 | 2.08 | 0.15 | -0.26 | 0.48 | 0.46 | 0.34 | 0.1 | -0.02 | -0.08 | 0.55 | 0.17 | 0.44 | 0.27 | 1.95 |
| RSquared | NA | 0.28 | 0.25 | 0.14 | 0.15 | 0.15 | NA | NA | 0.04 | 0.09 | 0.18 | 0.14 | 0.21 | 0.1 | 0.2 | 0.02 | 0.04 | 0.02 | 0.09 | 0.04 | 0.02 | 0.1 | 0.02 | 0.06 | 0.01 | 0.0 | 0.06 | 0.03 | 0.03 | 0.1 | 0.14 | 0.08 | 0.14 | 0.04 | 0.02 | 0.09 | 0.0 | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.13 |
| Yield(%) | N/A | 2.2 | 5.7 | 5.1 | 3.6 | 4.1 | 5.2 | 4.8 | N/A | 5.2 | 4.9 | 4.2 | 3.7 | 4.6 | 4.4 | 5.2 | 5.3 | 5.8 | 5.5 | 5.9 | 6.4 | 5.7 | 6.8 | 7.8 | 7.4 | 11.5 | 6.6 | 5.6 | 6.1 | 6.5 | 7.2 | 7.4 | 6.7 | 6.5 | 7.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -56.8 | 9.5 | -7.4 | -25.5 | -33.3 | -8.8 | N/A | N/A | 9.0 | 17.5 | -14.9 | -16.7 | -2.9 | -5.4 | -8.3 | -6.0 | 1.3 | -3.1 | -2.0 | -9.3 | -8.1 | -4.6 | 0.0 | 1.6 | 8.8 | -1.1 | -4.8 | -3.4 | -8.9 | 3.2 | 2.1 | 8.3 | -8.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/18/1986
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See High Yield Muni Asset Class Trend Rankings |
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