MFS Active Intermediate Muni Bond ETF (MFSM)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MFS Active Intermediate Muni Bond ETF (MFSM) is up 1.1% since the beginning of the year. MFSM is currently trading at $25 per share.

MFS Active Intermediate Muni Bond ETF (MFSM) has returned 1.06% so far this year and 7.69% over the past 12 months.

Based on dividend-adjusted daily data since Dec 5, 2024, MFSM's average daily return is +0.01%, while the average monthly return is +0.29%. At this rate, an investment would double in approximately 19.9 years.

Historically, 65% of months were positive and 35% were negative. The best month was Sep 2025 with a return of +1.9%, while the worst month was Mar 2026 at -2.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, MFSM closed higher 56% of trading days. The best single day was Sep 5, 2025 with a return of +0.6%, while the worst single day was Apr 7, 2025 at -1.9%.

MFS Active Intermediate Muni Bond ETF has an annualized alpha of 3.29%, beta of 0.03, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since December 06, 2024.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (18.67%) than losses (14.19%) — typical of diversified or defensive assets.
• Beta of 0.03 may look defensive, but with R² of 0.03 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.03 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MFSM has an expense ratio of 0.34%, placing it in the medium range.

MFSM ranks 74 for risk / return — better than 74% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for MFS Active Intermediate Muni Bond ETF (MFSM) and compare them to a chosen benchmark (S&P 500 Index).

MFS Active Intermediate Muni Bond ETF provided a 3.58% dividend yield over the last twelve months, with an annual payout of $0.90 per share.

The table displays the monthly dividend distributions for MFS Active Intermediate Muni Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MFS Active Intermediate Muni Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Active Intermediate Muni Bond ETF was 3.86%, occurring on Apr 11, 2025. Recovery took 100 trading sessions.

The current MFS Active Intermediate Muni Bond ETF drawdown is 1.17%.

The chart below shows the rolling one-month volatility.