MFSMX Mutual Fund

MFSMX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
-0.32%
3 Months
-1.55%
6 Months
-1.81%
YTD
-0.02%
1 Year
+4.81%
3 Years (annualized)
+3.51%
5 Years (annualized)
+0.24%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFSMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.02%
Peer Avg (YTD)
+0.15%
vs Peers
-0.17%

MFSMX Mutual Fund Performance

MFSMX performance across multiple time periods: 1-month -0.32%, YTD -0.02%, 1-year 4.81%, 3-year 3.51%, 5-year 0.24%, 10-year 1.67%.

MFSMX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

MFSMX vs another fund shows side-by-side returns. MFSMX alternatives are available in the Mutual Fund Screener.