Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCA (MFS California Municipal Fund) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 01/31/2020, Common starting date is 10/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCA (MFS California Municipal Fund) | 10/29/1999 | 09/13/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | 28.20 | -13.12 | 3.49 | -0.37 | 15.18 | 15.72 | -12.82 | 16.57 | 17.15 | -1.69 | 68.71 | -37.74 | -12.03 | 9.78 | 7.45 | -6.00 | 1.60 | 6.77 | 24.60 | 17.26 | -16.23 |
| Sharpe Ratio | NA | 1.90 | -0.01 | 0.05 | 0.06 | NA | NA | … | … | 3.08 | -0.05 | 0.26 | -0.03 | 1.26 | 2.18 | -0.87 | 1.39 | 1.37 | -0.10 | 2.89 | -1.07 | -1.10 | 0.68 | 0.45 | -0.63 | 0.08 | 0.38 | 1.63 | 0.63 | -4.14 |
| Standard Deviation(%) | NA | 11.94 | 156.60 | 121.47 | 86.47 | NA | NA | … | … | 13.26 | 271.16 | 11.16 | 17.29 | 12.05 | 7.19 | 14.73 | 11.95 | 12.49 | 17.39 | 23.75 | 35.96 | 13.78 | 9.60 | 11.78 | 10.99 | 11.39 | 14.76 | 13.87 | 20.91 | 16.45 |
| Draw Down(%) | NA | 5.04 | 86.35 | 86.35 | 86.35 | NA | NA | … | … | 3.75 | 86.35 | 8.80 | 22.21 | 8.37 | 2.65 | 20.32 | 6.84 | 6.55 | 20.17 | 11.46 | 48.43 | 21.14 | 5.25 | 7.41 | 16.42 | 13.24 | 11.55 | 5.51 | 16.32 | 16.67 |
| Yield(%) | 0.00 | 0.00 | 0.84 | 2.88 | 4.54 | 4.08 | 4.44 | … | … | 0.00 | 0.00 | 1.27 | 5.00 | 5.69 | 6.18 | 5.01 | 6.35 | 7.84 | 7.41 | 9.77 | 5.01 | 4.25 | 5.08 | 6.13 | 5.90 | 6.28 | 6.53 | 6.84 | 7.14 | 0.52 |
Data as of 01/31/2020, Common starting date is 10/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCA (MFS California Municipal Fund) |
-15.60%
Dec 2005 – Dec 2008 |
-9.49%
Dec 2003 – Dec 2008 |
1.48%
Nov 2003 – Nov 2013 |
2.33%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCA (MFS California Municipal Fund) |
24.79%
Dec 2008 – Dec 2011 |
14.58%
Dec 2008 – Dec 2013 |
8.96%
Dec 2008 – Dec 2018 |
5.81%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart