Nasdaq - Delayed Quote USD

MFS Municipal Income Fund (MIMIX)

8.08 0.00 (0.00%)
At close: 8:00 PM EDT

Fund Summary

The fund invests normally at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from its investments may be subject to the federal alternative minimum tax. The fund normally invests its assets primarily in municipal instruments. It may invest 25% or more of its total assets in municipal instruments that finance similar projects, such as those relating to education, healthcare, housing, utilities, water, or sewers.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 11.13%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 2

Performance & Risk

YTD Return -0.49%
5y Average Return 1.45%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MIMIXCategory AverageMIMIXCategory AverageMIMIXCategory Average
Alpha 0.3 -0.01 0.17 -0 0.27 -0
BETA 1.1 0.01 1.15 0.01 1.11 0.01
Mean Annual Return -0.01 0 0.16 0 0.26 0
R-squared 98.22 0.93 95.53 0.93 95.13 0.93
Standard Deviation 8.22 0.05 7.59 0.05 5.73 0.04
Sharpe Ratio -0.38 0.01 -0.03 0 0.3 0.01
Treynor Ratio -3.13 0.03 -0.46 0.02 1.4 0.03

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