Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBCAX (MFS CALIFORNIA MUNICIPAL BOND FUND B) | 1.47% | 7.26% | 3.09% | -0.28% | 1.33% | 2.85% | 2.73% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBCAX (MFS CALIFORNIA MUNICIPAL BOND FUND B) | 09/29/1993 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 7.26 | 3.09 | -0.28 | 1.33 | 2.85 | 2.73 | … | … | 1.47 | 2.13 | 1.97 | 6.19 | -12.29 | 2.18 | 3.23 | 7.53 | 0.21 | 5.34 | 0.20 | 3.79 | 11.27 | -5.40 | 9.46 | 11.50 | -0.22 | 17.76 | -10.74 | 0.45 | 4.05 | 3.19 | 4.13 | 4.06 | 8.17 | 3.87 | 11.28 | -4.25 | 5.63 | 9.10 | 1.84 | 16.95 | -9.12 | -0.31 |
| Sharpe Ratio | NA | 1.19 | 0.06 | -0.59 | -0.07 | NA | NA | … | … | 0.18 | -0.12 | -0.43 | 0.53 | -2.50 | 1.12 | 0.34 | 2.74 | -0.56 | 1.82 | -0.01 | 1.59 | 5.24 | -1.43 | 3.80 | 3.16 | -0.08 | 3.99 | -1.46 | -0.95 | 0.27 | 0.34 | 0.91 | 0.91 | 2.04 | 0.45 | 2.36 | -2.58 | 0.73 | 1.60 | -0.36 | 2.68 | -2.22 | -0.69 |
| Standard Deviation(%) | NA | 3.41 | 4.98 | 4.77 | 4.66 | NA | NA | … | … | 3.70 | 6.19 | 3.85 | 4.79 | 5.51 | 1.92 | 8.85 | 2.21 | 2.10 | 2.59 | 2.92 | 2.36 | 2.15 | 3.81 | 2.50 | 3.63 | 4.04 | 4.42 | 7.99 | 2.85 | 2.39 | 2.71 | 3.46 | 3.67 | 3.44 | 3.16 | 2.99 | 2.95 | 2.97 | 3.37 | 4.94 | 4.84 | 5.50 | 4.95 |
| Draw Down(%) | NA | 3.20 | 7.45 | 18.43 | 18.43 | NA | NA | … | … | 3.20 | 6.74 | 2.64 | 7.59 | 17.49 | 2.35 | 13.44 | 1.75 | 2.15 | 1.49 | 6.24 | 2.69 | 1.40 | 9.96 | 1.78 | 3.75 | 7.76 | 4.22 | 17.01 | 3.75 | 1.41 | 2.32 | 5.94 | 5.70 | 4.75 | 3.69 | 3.62 | 6.36 | 2.20 | 2.48 | 5.70 | 3.64 | 13.07 | 4.44 |
| Yield(%) | 0.00 | 2.67 | 2.67 | 2.11 | 2.26 | 2.84 | 2.89 | … | … | 0.92 | 2.76 | 2.65 | 2.73 | 1.82 | 1.53 | 1.87 | 2.38 | 2.67 | 2.92 | 2.73 | 2.89 | 3.24 | 3.06 | 3.25 | 3.73 | 3.51 | 4.43 | 3.89 | 3.65 | 3.79 | 4.14 | 4.21 | 4.15 | 4.19 | 4.16 | 4.56 | 4.00 | 4.13 | 4.40 | 4.35 | 5.11 | 4.23 | 1.35 |
Data as of 06/03/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBCAX (MFS CALIFORNIA MUNICIPAL BOND FUND B) |
-4.23%
Oct 2019 – Oct 2022 |
-1.00%
Oct 2017 – Oct 2022 |
0.95%
Oct 2012 – Oct 2022 |
2.21%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBCAX (MFS CALIFORNIA MUNICIPAL BOND FUND B) |
9.42%
Dec 2008 – Dec 2011 |
6.55%
Jan 2000 – Jan 2005 |
5.98%
Nov 1994 – Nov 2004 |
4.84%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart