Nasdaq - Delayed Quote USD
MFS Municipal Limited Maturity R6 (MTLRX)
7.91
+0.01
+(0.13%)
At close: 8:01:41 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.63% |
| 5y Average Return | 1.85% |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 6, 2025) | 5.54% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 5.54% |
| Worst 3Y Total Return | -0.28% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MTLRX
Category
- YTD
- 0.58%
- 0.39%
- 1-Month
- -0.23%
- 0.04%
- 3-Month
- -0.08%
- 0.38%
- 1-Year
- 3.75%
- 1.72%
- 3-Year
- 2.96%
- 2.21%
- 5-Year
- 1.90%
- 1.47%
- 10-Year
- 1.89%
- 1.49%
- Last Bull Market
- 3.65%
- 1.96%
- Last Bear Market
- -1.10%
- 2.01%
Annual Total Return (%) History
Year
MTLRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.82% | -- | -- | -- |
| 2024 | 0.36% | 0.50% | 2.71% | -0.46% |
| 2023 | 1.61% | -0.15% | -1.01% | 4.14% |
| 2022 | -4.21% | -1.10% | -2.12% | 2.36% |
| 2021 | -0.07% | 0.87% | -0.11% | 0.24% |
| 2020 | -1.42% | 2.14% | 1.35% | 1.43% |
| 2019 | 2.10% | 1.71% | 0.95% | 0.68% |
| 2018 | -0.55% | 0.84% | 0.22% | 1.12% |
| 2017 | -0.16% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 71 |
| 3-Month | 76 |
| 1-Year | 11 |
| 3-Year | 19 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 3.75% |
| 3-Year | 2.96% |
| 5-Year | 1.90% |
| 10-Year | 1.89% |
Performance & Risk
| YTD Return | 0.63% |
| 5y Average Return | 1.85% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.50 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni National Short |
| Fund Family | MFS |
| Net Assets | 2.63B |
| YTD Return | 0.58% |
| Yield | 3.20% |
| Morningstar Rating | |
| Inception Date | Aug 30, 2010 |
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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