Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTLIX (MFS MUNICIPAL LIMITED MATURITY FUND I) | NA | 1.51% | 1.05% | -0.70% | -0.12% | 0.68% | NA | … | … |
Data as of 03/16/2026, Common starting date is 08/31/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTLIX (MFS MUNICIPAL LIMITED MATURITY FUND I) | 08/31/2010 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 1.51 | 1.05 | -0.70 | -0.12 | 0.68 | NA | … | … | 0.53 | 3.07 | -0.81 | 3.35 | 6.05 | -2.26 |
| Sharpe Ratio | NA | 1.84 | 1.15 | NA | NA | NA | NA | … | … | 1.60 | 2.25 | -0.48 | 2.35 | 3.73 | -3.25 |
| Standard Deviation(%) | NA | 1.40 | 1.50 | NA | NA | NA | NA | … | … | 1.39 | 1.42 | 1.74 | 1.41 | 1.61 | 2.05 |
| Draw Down(%) | NA | 0.96 | 3.11 | NA | NA | NA | NA | … | … | 0.96 | 0.86 | 3.11 | 1.09 | 1.39 | 2.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.54 | 0.43 | … | … | 0.28 | 1.47 | 1.87 | 2.22 | 2.55 | 0.21 |
Data as of 03/16/2026, Common starting date is 08/31/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLIX (MFS MUNICIPAL LIMITED MATURITY FUND I) |
-2.69%
Oct 2019 – Oct 2022 |
-1.29%
Oct 2017 – Oct 2022 |
-0.41%
Oct 2012 – Oct 2022 |
0.58%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLIX (MFS MUNICIPAL LIMITED MATURITY FUND I) |
3.25%
Feb 2011 – Feb 2014 |
2.58%
Jan 2011 – Jan 2016 |
1.55%
Jan 2011 – Jan 2021 |
0.77%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart