Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIUCX (MFS Municipal Intermediate Fund Class C) | 0.79% | 5.59% | 3.52% | 0.56% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIUCX (MFS Municipal Intermediate Fund Class C) | 05/19/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.59 | 3.52 | 0.56 | NA | NA | NA | … | … | 0.79 | 4.32 | 1.99 | 5.06 | -8.12 | -0.13 |
| Sharpe Ratio | NA | 1.18 | 0.08 | -0.59 | NA | NA | NA | … | … | -0.24 | 0.35 | -0.54 | 0.40 | -2.69 | -0.24 |
| Standard Deviation(%) | NA | 2.39 | 3.51 | 3.33 | NA | NA | NA | … | … | 2.80 | 4.13 | 3.02 | 3.52 | 3.56 | 1.01 |
| Draw Down(%) | NA | 3.06 | 4.90 | 12.81 | NA | NA | NA | … | … | 3.06 | 4.53 | 2.22 | 5.92 | 11.82 | 1.49 |
| Yield(%) | 0.00 | 2.55 | 2.58 | 1.89 | 0.95 | 0.63 | 0.48 | … | … | 0.89 | 2.71 | 2.61 | 2.30 | 1.15 | 0.57 |
Data as of 06/08/2026, Common starting date is 05/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIUCX (MFS Municipal Intermediate Fund Class C) |
-1.07%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIUCX (MFS Municipal Intermediate Fund Class C) |
4.96%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart