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Performance analysis of MFSM (MFS ACTIVE INTERMEDIATE MUNI BOND ETF)

Annual Return

Since Dec 5, 2024, MFSM has had an average annual return of +3.31%, underperforming the benchmark SPY, which returned +14.65% annual.

202620252024
+1.49%+5.25%-1.30%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.80%+1.38%-2.04%+1%+0.49%+0.74%-0.84%+1.49%
2025+0.56%+1.11%-0.96%-0.68%-0.30%+1.14%-0.25%+0.85%+1.94%+1.19%+0.23%+0.36%+5.25%
2024-1.30%-1.30%

Drawdown analysis of MFSM (MFS ACTIVE INTERMEDIATE MUNI BOND ETF)

The maximum drawdown for the MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 100 trading sessions.

The current MFSM drawdown is -1.00%.

DepthStartTo BottomBottomTo RecoverEndTotal
-3.86%Mar 3, 202529Apr 11, 2025100Sep 5, 2025129
-2.65%Feb 26, 202620Mar 26, 202663Jun 26, 202683
-2.10%Dec 9, 202423Jan 14, 202528Feb 25, 202551
-1.00%Jul 6, 202610Jul 20, 2026OngoingOngoingOngoing
-0.40%Jan 15, 20262Jan 20, 20264Jan 26, 20266
-0.32%Nov 11, 20253Nov 14, 20259Nov 28, 202512
-0.26%Nov 28, 202510Dec 12, 20254Dec 18, 202514
-0.24%Oct 27, 20255Nov 3, 20256Nov 11, 202511
-0.22%Sep 15, 20258Sep 25, 20254Oct 1, 202512
-0.18%Sep 8, 20251Sep 9, 20251Sep 10, 20252
-0.17%Dec 18, 20251Dec 19, 20253Dec 24, 20254
-0.15%Jun 29, 20262Jul 1, 20262Jul 6, 20264
-0.12%Jan 7, 20261Jan 8, 20261Jan 9, 20262
-0.08%Sep 11, 20251Sep 12, 20251Sep 15, 20252
-0.05%Oct 1, 20251Oct 2, 20252Oct 6, 20253
-0.05%Oct 22, 20251Oct 23, 20252Oct 27, 20253
-0.04%Oct 16, 20251Oct 17, 20251Oct 20, 20252
-0.04%Jan 9, 20261Jan 12, 20261Jan 13, 20262
-0.03%Jan 28, 20261Jan 29, 20261Jan 30, 20262
-0.02%Dec 24, 20251Dec 26, 20251Dec 29, 20252
-0.02%Feb 10, 20261Feb 11, 20261Feb 12, 20262
-0.02%Feb 17, 20261Feb 18, 20262Feb 20, 20263