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Nasdaq - Delayed Quote USD

MFS Municipal Limited Maturity C (MTLCX)

7.87
-0.07
(-0.88%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.22%
5y Average Return 1.08%
Number of Years Up 25
Number of Years Down 5
Best 1Y Total Return (Apr 4, 2025) 5.00%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 5.00%
Worst 3Y Total Return -1.38%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MTLCX
Category
YTD
0.56%
0.39%
1-Month
-0.56%
0.04%
3-Month
0.56%
0.38%
1-Year
2.50%
1.72%
3-Year
1.43%
2.21%
5-Year
0.73%
1.47%
10-Year
0.88%
1.49%
Last Bull Market
3.00%
1.96%
Last Bear Market
-1.36%
2.01%

Annual Total Return (%) History

Year
MTLCX
Category
2025
--
--
2024
2.03%
--
2023
3.60%
--
2022
-6.08%
--
2021
-0.25%
--
2020
2.39%
2.28%
2019
4.42%
3.12%
2018
0.55%
1.18%

2017
2.35%
1.69%
2016
-0.79%
-0.15%
2015
0.89%
0.70%
2014
2.24%
1.44%
2013
-1.80%
-0.07%
2012
2.30%
1.92%
2011
5.00%
3.60%
2010
1.86%
1.61%
2009
7.37%
5.91%
2008
0.10%
0.86%
2007
2.26%
3.31%
2006
2.32%
2.95%
2005
0.67%
1.21%
2004
0.58%
1.19%
2003
2.62%
2.44%
2002
6.39%
5.39%
2001
3.98%
4.77%
2000
5.76%
5.87%
1999
-0.56%
0.74%
1998
3.56%
4.59%
1997
3.95%
5.13%
1996
1.95%
3.76%
1995
6.94%
7.95%
1994
--
-0.18%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.56% -- -- --
2024 0.09% 0.23% 2.31% -0.60%
2023 1.34% -0.29% -1.40% 3.98%
2022 -4.34% -1.36% -2.38% 1.95%
2021 -0.33% 0.60% -0.38% -0.15%
2020 -1.68% 1.86% 1.08% 1.15%
2019 1.83% 1.31% 0.80% 0.40%
2018 -0.81% 0.57% -0.18% 0.97%
2017 1.03% 1.06% 0.68% -0.43%
2016 0.87% 1.00% -0.11% -2.51%

2015 0.42% -0.56% 0.68% 0.36%
2014 0.81% 1.07% 0.30% 0.05%
2013 0.21% -2.09% 0.11% -0.03%
2012 0.58% 0.93% 0.90% -0.13%
2011 0.13% 1.91% 1.64% 1.24%
2010 0.69% 1.17% 1.77% -1.74%
2009 2.60% 1.34% 3.40% -0.14%
2008 0.59% -0.46% -0.54% 0.51%
2007 0.50% -0.40% 1.32% 0.82%
2006 -0.09% -0.09% 2.02% 0.47%
2005 -0.60% 1.07% -0.09% 0.30%
2004 0.46% -1.91% 1.80% 0.27%
2003 0.65% 1.63% 0.10% 0.22%
2002 0.24% 2.99% 2.90% 0.16%
2001 2.03% 0.55% 2.09% -0.73%
2000 0.95% 0.98% 1.52% 2.19%
1999 0.48% -1.24% 0.36% -0.16%
1998 0.66% 0.65% 1.71% 0.50%
1997 -0.16% 1.45% 1.31% 1.31%
1996 -0.27% 0.13% 0.79% 1.29%
1995 2.08% 1.43% 1.70% 1.56%
1994 -0.23% -- -- --

Rank in Category (By Total Return)

YTD 83
1-Month 79
3-Month 83
1-Year 85
3-Year 95
5-Year 91

Load Adjusted Returns

1-Year 1.50%
3-Year 1.43%
5-Year 0.73%
10-Year 0.88%

Performance & Risk

YTD Return 1.22%
5y Average Return 1.08%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.50
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family MFS
Net Assets 2.69B
YTD Return 0.56%
Yield 2.09%
Morningstar Rating
Inception Date Jul 01, 1994

Fund Summary

The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax. Interest from the fund's investments may be subject to the federal alternative minimum tax. Its investment adviser normally invests the fund's assets primarily in municipal instruments. The fund's dollar-weighted average effective maturity will normally not exceed five years.

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