Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMIBX (MFS MUNICIPAL INCOME FUND B) | 1.24% | 6.54% | 3.42% | -0.03% | 1.49% | 2.66% | 2.81% | … | … |
Data as of 06/08/2026, Common starting date is 03/31/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMIBX (MFS MUNICIPAL INCOME FUND B) | 03/31/1987 | 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 6.54 | 3.42 | -0.03 | 1.49 | 2.66 | 2.81 | … | … | 1.24 | 2.60 | 2.67 | 5.93 | -11.83 | 2.36 | 3.28 | 7.21 | 0.36 | 4.99 | 0.26 | 2.68 | 10.01 | -5.79 | 9.77 | 9.67 | 0.99 | 17.16 | -8.18 | 1.84 | 3.99 | 3.20 | 4.07 | 5.29 | 7.29 | 3.34 | 9.10 | -3.61 | 4.27 | 8.83 | 2.88 | 13.82 | -5.30 | 10.51 | 6.63 | 11.14 | 3.55 | 9.26 | 12.91 | -4.77 |
| Sharpe Ratio | NA | 1.16 | 0.03 | -0.58 | -0.04 | NA | NA | … | … | 0.12 | -0.05 | -0.25 | 0.49 | -2.86 | 1.35 | 0.35 | 2.98 | -0.56 | 1.99 | 0.02 | 1.31 | 5.22 | -1.69 | 3.94 | 3.30 | 0.28 | 5.16 | -1.45 | -0.53 | 0.28 | 0.10 | 0.94 | 1.32 | 1.83 | 0.29 | 1.84 | -2.72 | 0.29 | 1.68 | -0.20 | 2.68 | -1.94 | 2.72 | 1.53 | 3.78 | -0.71 | 1.66 | 2.94 | -1.40 |
| Standard Deviation(%) | NA | 3.12 | 4.70 | 4.40 | 4.35 | NA | NA | … | … | 3.45 | 5.64 | 3.83 | 4.70 | 4.66 | 1.73 | 8.58 | 1.93 | 1.84 | 2.18 | 2.45 | 2.02 | 1.91 | 3.45 | 2.48 | 2.92 | 3.27 | 3.30 | 6.28 | 2.47 | 2.10 | 9.73 | 3.27 | 3.47 | 3.35 | 3.03 | 2.64 | 2.57 | 2.78 | 3.05 | 3.88 | 3.67 | 4.33 | 3.05 | 2.68 | 1.90 | 2.72 | 2.00 | 2.72 | 7.51 |
| Draw Down(%) | NA | 3.01 | 7.02 | 16.77 | 16.77 | NA | NA | … | … | 3.01 | 6.05 | 2.73 | 7.68 | 16.16 | 2.16 | 13.53 | 1.64 | 1.83 | 1.36 | 5.18 | 2.46 | 1.12 | 9.25 | 2.07 | 3.23 | 6.58 | 2.62 | 13.37 | 2.12 | 1.05 | 7.10 | 5.12 | 4.88 | 4.33 | 3.88 | 3.06 | 5.37 | 1.96 | 2.30 | 4.15 | 2.36 | 9.14 | 2.35 | 3.60 | 1.09 | 3.10 | 1.28 | 1.64 | 13.01 |
| Yield(%) | 0.00 | 2.80 | 2.76 | 2.11 | 2.25 | 2.72 | 2.94 | … | … | 0.99 | 2.88 | 2.75 | 2.54 | 1.66 | 1.47 | 1.88 | 2.39 | 2.60 | 2.74 | 2.81 | 2.75 | 2.89 | 2.80 | 3.31 | 4.09 | 3.73 | 4.55 | 4.40 | 4.01 | 3.90 | 3.95 | 3.87 | 4.35 | 4.53 | 4.72 | 5.58 | 5.18 | 4.51 | 4.82 | 4.78 | 5.26 | 4.69 | 5.45 | 5.51 | 5.90 | 5.90 | 6.18 | 6.46 | 4.58 |
Data as of 06/08/2026, Common starting date is 03/31/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIBX (MFS MUNICIPAL INCOME FUND B) |
-3.65%
Oct 2019 – Oct 2022 |
-0.70%
Oct 2017 – Oct 2022 |
0.77%
Oct 2012 – Oct 2022 |
2.15%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIBX (MFS MUNICIPAL INCOME FUND B) |
9.97%
Sep 1990 – Sep 1993 |
9.37%
Sep 1987 – Sep 1992 |
7.52%
Oct 1987 – Oct 1997 |
6.51%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart