Performance analysis of MFM (MFS Municipal Income Trust)
Annual Return
Over the past 3 years, MFM has had an average annual return of +7.06%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MFM has had an average annual return of -1.06%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MFM has had an average annual return of +1.55%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MFM has had an average annual return of +4.95%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.10% | +6.95% | +8.35% | +4.12% | -22.62% | +9.45% | -0.86% | +20.85% | -5.54% | +9.45% | +2.83% | +8.74% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.03% | -12.45% | +14.21% | +19.72% | +1.69% | +83% | -35.76% | -13.91% | +12.90% | +8.77% | +8.25% | +14.66% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +0.37% | +11.32% | +15.84% | -7.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.29% | +1.52% | -3.15% | +0.34% | +1.10% | -0.92% | +1.10% | ||||||
| 2025 | +1.90% | +2.61% | -4.12% | -1.85% | -0.74% | +1.45% | -0.31% | +1.65% | +4.32% | +0.82% | -0.85% | +2.14% | +6.95% |
| 2024 | +1.71% | +0.95% | +2.29% | -4.93% | +2.27% | +5.81% | -0.34% | +3.35% | +2.89% | -1.73% | +2.18% | -5.77% | +8.35% |
| 2023 | +3.63% | -5.46% | +6.34% | -1.91% | -1.76% | +0.16% | +5.44% | -7.33% | -7.75% | -2.27% | +14.87% | +2.32% | +4.12% |
| 2022 | -7.53% | +2.69% | -6.93% | -9.13% | +5.84% | -6.48% | +6.64% | -4.68% | -11.52% | -1.05% | +9.43% | -0.03% | -22.62% |
| 2021 | +0.10% | +0.08% | +3.11% | +1.56% | +5.46% | -1.16% | +2.46% | -0.62% | -2.85% | -0.95% | +1.63% | +0.52% | +9.45% |
| 2020 | +2.65% | -3.11% | -8.05% | -8.13% | +6.44% | +1.08% | +6.69% | -2.32% | +0.10% | -1.46% | +5.49% | +1.15% | -0.86% |
| 2019 | +8.14% | +3.93% | +1.60% | -1.61% | +2.34% | +1.40% | +1.97% | +0.52% | -0.46% | -0.04% | +1.24% | +0.38% | +20.85% |
| 2018 | -2.46% | -0.75% | -0.60% | +0.32% | +2.79% | -0.60% | +3.03% | +0.44% | -3.55% | -6.34% | +5.78% | -3.16% | -5.54% |
| 2017 | +6.06% | -0.55% | +0.76% | +1.46% | +2.89% | -0.65% | +2.85% | -0.92% | +0.73% | -2.90% | -0.84% | +0.46% | +9.45% |
Drawdown analysis of MFM (MFS Municipal Income Trust)
The maximum drawdown for the MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 327 trading sessions.
The current MFM drawdown is -9.04%.
Since Nov 1, 1999 MFM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.24% | Apr 2, 2007 | 432 | Dec 16, 2008 | 327 | Apr 7, 2010 | 759 |
| -34.38% | Jul 29, 2021 | 566 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -29.37% | Feb 14, 2020 | 22 | Mar 18, 2020 | 286 | May 6, 2021 | 308 |
| -24.74% | Oct 1, 2012 | 220 | Aug 19, 2013 | 593 | Dec 24, 2015 | 813 |
| -15.37% | Mar 25, 2004 | 31 | May 10, 2004 | 118 | Oct 27, 2004 | 149 |
| -15.26% | Oct 29, 2010 | 55 | Jan 19, 2011 | 163 | Sep 12, 2011 | 218 |
| -13.46% | Nov 4, 1999 | 30 | Dec 17, 1999 | 115 | Jun 2, 2000 | 145 |
| -12.02% | Jul 8, 2016 | 94 | Nov 18, 2016 | 135 | Jun 6, 2017 | 229 |
| -11.93% | Sep 17, 2001 | 4 | Sep 21, 2001 | 261 | Oct 4, 2002 | 265 |
| -11.67% | Jul 13, 2017 | 329 | Oct 31, 2018 | 74 | Feb 20, 2019 | 403 |
| -10.96% | Aug 31, 2000 | 60 | Nov 27, 2000 | 26 | Jan 4, 2001 | 86 |
| -10.86% | Oct 4, 2002 | 12 | Oct 22, 2002 | 137 | May 9, 2003 | 149 |
| -10.56% | Jun 11, 2003 | 55 | Aug 28, 2003 | 89 | Jan 6, 2004 | 144 |
| -9.57% | Sep 13, 2005 | 44 | Nov 14, 2005 | 44 | Jan 19, 2006 | 88 |
| -8.19% | Feb 11, 2005 | 26 | Mar 22, 2005 | 35 | May 11, 2005 | 61 |
| -7.60% | Jul 6, 2012 | 34 | Aug 23, 2012 | 20 | Sep 21, 2012 | 54 |
| -6.82% | Mar 9, 2006 | 66 | Jun 13, 2006 | 53 | Aug 28, 2006 | 119 |
| -5.99% | Jul 17, 2001 | 4 | Jul 23, 2001 | 35 | Sep 17, 2001 | 39 |
| -5.73% | Jan 27, 2012 | 15 | Feb 17, 2012 | 13 | Mar 8, 2012 | 28 |
| -5.30% | Mar 12, 2012 | 10 | Mar 26, 2012 | 17 | Apr 19, 2012 | 27 |
| -5.21% | Feb 15, 2001 | 6 | Feb 26, 2001 | 60 | May 22, 2001 | 66 |
| -5.18% | May 13, 2010 | 5 | May 20, 2010 | 20 | Jun 18, 2010 | 25 |
| -5.00% | Apr 13, 2010 | 17 | May 6, 2010 | 5 | May 13, 2010 | 22 |
| -4.78% | Nov 4, 2004 | 2 | Nov 8, 2004 | 13 | Nov 26, 2004 | 15 |
| -4.37% | May 12, 2016 | 4 | May 18, 2016 | 11 | Jun 3, 2016 | 15 |