MFS INVESTMENT FUNDS - U.S. MUNICIPAL BOND FUND - US Dollar Klasse/  LU1774118415  /

Fonds
NAV2024-11-04 Chg.-0.0100 Type of yield Investment Focus Investment company
121.4900USD -0.01% reinvestment Bonds Bonds: Focus Public Sector MFS IM Co. (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - 0.21 -0.23 1.00 -0.94 -0.72 1.12 2.09 -
2019 0.64 -0.11 2.56 -0.11 3.08 0.86 0.49 3.81 -1.04 -0.13 -0.12 -0.76 +9.39%
2020 3.57 3.05 -4.64 -0.60 0.85 2.17 1.91 -0.13 0.22 -1.36 2.13 1.00 +8.19%
2021 0.73 -1.49 -1.45 1.32 0.73 1.40 1.70 -0.12 -1.10 0.18 1.01 -0.60 +2.27%
2022 -1.90 -0.67 -3.86 -3.48 -0.04 -1.18 2.01 -2.55 -4.36 -2.03 3.90 -0.32 -13.84%
2023 3.99 -2.13 2.66 0.63 -0.76 -0.16 -0.51 -0.50 -2.79 -1.70 4.70 4.49 +7.83%
2024 0.30 -0.79 1.18 -2.40 1.92 1.25 2.23 1.40 1.39 -2.35 -0.01 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.03% 5.70% 6.53% 6.92% 6.55%
Sharpe ratio 0.29 1.04 1.35 -0.60 -0.27
Best month +4.49% +2.23% +4.70% +4.70% +4.70%
Worst month -2.40% -2.35% -2.40% -4.36% -4.64%
Maximum loss -3.42% -3.42% -3.42% -18.38% -18.38%
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Inv.-U.S.Municipal Bd.Fd.QH ... reinvestment 92.6700 +7.07% -13.09%
MFS INVESTMENT FUNDS - U.S. MUNI... reinvestment 133.0900 +10.22% +2.59%
MFS INVESTMENT FUNDS - U.S. MUNI... reinvestment 126.8400 +6.74% +0.67%
MFS INVESTMENT FUNDS - U.S. MUNI... reinvestment 106.3900 +9.79% -8.81%
MFS INVESTMENT FUNDS - U.S. MUNI... reinvestment 121.4900 +11.82% -3.15%
MFS INVESTMENT FUNDS - U.S. MUNI... reinvestment 123.8700 +12.14% -2.28%

Performance

YTD  
+4.06%
6 Months  
+4.39%
1 Year  
+11.82%
3 Years
  -3.15%
5 Years  
+6.67%
10 Years     -
Since start  
+21.49%
Year
2023  
+7.83%
2022
  -13.84%
2021  
+2.27%
2020  
+8.19%
2019  
+9.39%