Nasdaq - Delayed Quote USD

MFS Municipal Income Fund (MMIDX)

8.09 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.62%
5y Average Return 1.46%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 18, 2024) 18.48%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 18.48%
Worst 3Y Total Return -1.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MMIDX
Category
YTD
0.44%
2.30%
1-Month
0.31%
0.50%
3-Month
0.44%
2.43%
1-Year
4.62%
6.88%
3-Year
-0.46%
5.62%
5-Year
1.64%
3.37%
10-Year
3.05%
4.67%
Last Bull Market
6.63%
6.75%
Last Bear Market
-3.98%
6.47%

Annual Total Return (%) History

Year
MMIDX
Category
2024
--
--
2023
6.99%
--
2022
-10.84%
--
2021
3.26%
--
2020
4.43%
5.36%
2019
8.29%
8.37%
2018
1.37%
0.27%
2017
6.03%
5.71%

2016
1.25%
0.00%
2015
3.70%
3.07%
2014
11.12%
10.58%
2013
-4.86%
-4.59%
2012
10.73%
8.87%
2011
10.89%
10.64%
2010
2.19%
1.65%
2009
18.48%
17.30%
2008
-7.36%
-9.45%
2007
--
1.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.44% -- -- --
2023 2.71% 0.26% -4.21% 8.46%
2022 -6.51% -3.98% -4.19% 3.67%
2021 0.31% 2.39% -0.38% 0.92%
2020 -2.74% 2.49% 1.74% 2.96%
2019 3.11% 2.45% 1.95% 0.54%
2018 -0.82% 1.17% -0.00% 1.04%
2017 1.49% 2.22% 1.39% 0.81%
2016 1.89% 2.74% 0.03% -3.30%
2015 1.14% -0.76% 1.51% 1.78%

2014 3.91% 3.20% 1.86% 1.73%
2013 0.14% -4.13% -1.08% 0.18%
2012 3.49% 2.48% 3.18% 1.19%
2011 -0.30% 4.48% 4.09% 2.26%
2010 1.87% 1.86% 3.51% -4.86%
2009 5.62% 4.23% 8.59% -0.89%
2008 -1.01% 0.89% -3.57% -3.80%
2007 1.50% 0.93% -- --

Rank in Category (By Total Return)

YTD 25
1-Month 16
3-Month 25
1-Year 28
3-Year 32
5-Year 35

Load Adjusted Returns

1-Year 0.17%
3-Year -1.89%
5-Year 0.77%
10-Year 2.60%

Performance & Risk

YTD Return -0.62%
5y Average Return 1.46%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Muni National Long
Fund Family MFS
Net Assets 5.14B
YTD Return 0.44%
Yield 3.58%
Morningstar Rating
Inception Date Jun 25, 2007

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.

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