MIUCX Performance — MFS Municipal Intermediate Fund, Class C
Data updated: 2026-08-25
MIUCX returned +1.57% year to date and +5.59% over one year to Jun 2026. Annualised returns are +3.70% over 3 years and +0.78% over 5 years. Against its Intermediate Municipal Bond category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $112, against $111 for the category, and to $106 over one year, against $106. Volatility over the past three years was 4.79% a year. In the 12 months to Jun 2026 the fund took in a net $137.8M, and assets reached $435.63M.
MIUCX Growth of $100
What $100 invested in MFS Municipal Intermediate Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Municipal Bond category average over the same months.
| Period | MIUCX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $106 | $106 |
| 3 years (Jul 2023 – Jun 2026) | $112 | $111 |
| 5 years (Jul 2021 – Jun 2026) | $104 | $105 |
| Since data start (Apr 2021 – Jun 2026) | $104 | $106 |
MIUCX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.57% |
| 1 year | +5.59% |
| 3 years (annualised) | +3.70% |
| 5 years (annualised) | +0.78% |
MIUCX Annual Returns
Calendar-year total returns of MFS Municipal Intermediate Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +1.57% |
| 2025 | +4.34% |
| 2024 | +1.98% |
| 2023 | +5.07% |
| 2022 | −8.14% |
| 2021 (Apr–Dec) | −0.06% |
MIUCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | +1.2% | −2.4% | +0.9% | +0.4% | +0.5% | — | — | — | — | — | — |
| 2025 | +0.4% | +1.1% | −1.5% | −0.5% | +0.1% | +0.8% | −0.1% | +0.8% | +1.7% | +1.1% | +0.2% | +0.2% |
| 2024 | +0.1% | +0.1% | +0.1% | −1.1% | −0.2% | +1.8% | +0.8% | +0.8% | +1.0% | −1.4% | +1.2% | −1.1% |
| 2023 | +2.7% | −2.2% | +2.0% | −0.1% | −1.0% | +0.6% | +0.2% | −1.0% | −2.3% | −1.2% | +5.2% | +2.4% |
| 2022 | −2.0% | −0.6% | −2.8% | −2.2% | +1.1% | −1.4% | +2.4% | −2.2% | −3.6% | −0.8% | +3.8% | +0.1% |
| 2021 | — | — | — | 0.0% | +0.2% | +0.1% | +0.7% | −0.3% | −0.8% | −0.4% | +0.4% | 0.0% |
MIUCX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 4.79%
- 3-year Sharpe ratio: -0.17 (vs 4.5% risk-free rate)
- Best month: +5.21% (Nov 2023)
- Worst month: −2.41% (Mar 2026)
MIUCX Fund Flows
Monthly money in and out of MFS Municipal Intermediate Fund, from SEC Form N-PORT.
- 12-month net flow: $137.8M
- 12-month gross sales (incl. reinvestments): $208.4M
- Sales ÷ redemptions: 2.95×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $21.1M | $4.7M | $16.4M |
| May 2026 | $15.4M | $6.5M | $8.8M |
| Apr 2026 | $26.2M | $6.7M | $19.5M |
| Mar 2026 | $15.2M | $6.4M | $8.8M |
| Feb 2026 | $16.1M | $6.9M | $9.2M |
| Jan 2026 | $14.6M | $4.5M | $10.1M |
| Dec 2025 | $19.4M | $4.0M | $15.4M |
| Nov 2025 | $15.0M | $3.4M | $11.6M |
| Oct 2025 | $21.4M | $10.3M | $11.1M |
| Sep 2025 | $17.0M | $3.9M | $13.1M |
| Aug 2025 | $14.3M | $8.8M | $5.5M |
| Jul 2025 | $12.7M | $4.6M | $8.1M |
MIUCX Assets Under Management
Net assets of MFS Municipal Intermediate Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $435.63M |
| 2026-03-31 | $385.94M |
| 2025-12-31 | $361.90M |
| 2025-09-30 | $321.01M |
| 2025-06-30 | $289.15M |
| 2025-03-31 | $242.46M |
| 2024-12-31 | $230.37M |
| 2024-09-30 | $201.49M |
| 2024-06-30 | $182.06M |
| 2024-03-31 | $176.14M |
| 2023-12-31 | $166.16M |
| 2023-09-30 | $143.10M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.