Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBGAX (MFS GEORGIA MUNICIPAL BOND FUND B) | 1.42% | 7.15% | 2.78% | -0.18% | 0.98% | 1.95% | 2.24% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBGAX (MFS GEORGIA 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 (%) | 0.59 | 7.15 | 2.78 | -0.18 | 0.98 | 1.95 | 2.24 | … | … | 1.42 | 2.57 | 1.17 | 5.61 | -10.88 | 1.24 | 2.77 | 6.15 | 0.04 | 3.55 | -0.45 | 1.95 | 9.39 | -6.20 | 7.32 | 9.65 | -1.03 | 14.77 | -5.91 | 2.09 | 3.44 | 1.94 | 2.79 | 4.22 | 8.85 | 3.31 | 11.09 | -4.19 | 4.29 | 9.10 | 1.56 | 14.76 | -7.86 | 0.90 |
| Sharpe Ratio | NA | 1.23 | -0.02 | -0.60 | -0.15 | NA | NA | … | … | 0.14 | -0.05 | -0.63 | 0.41 | -2.52 | 0.75 | 0.31 | 2.43 | -0.78 | 1.44 | -0.28 | 0.98 | 4.96 | -1.86 | 3.14 | 3.06 | -0.33 | 4.49 | -0.94 | -0.44 | 0.01 | -0.14 | 0.53 | 0.98 | 2.21 | 0.28 | 2.74 | -2.75 | 0.30 | 1.75 | -0.45 | 2.37 | -2.16 | 0.34 |
| Standard Deviation(%) | NA | 3.21 | 4.81 | 4.52 | 4.31 | NA | NA | … | … | 3.58 | 5.85 | 3.87 | 4.75 | 4.91 | 1.63 | 8.15 | 1.92 | 1.72 | 2.02 | 2.41 | 1.96 | 1.89 | 3.35 | 2.33 | 3.15 | 3.44 | 3.27 | 7.26 | 2.41 | 2.24 | 2.36 | 3.42 | 3.57 | 3.48 | 3.06 | 2.51 | 2.75 | 2.73 | 3.08 | 4.60 | 4.55 | 5.06 | 3.92 |
| Draw Down(%) | NA | 3.12 | 7.48 | 16.55 | 16.55 | NA | NA | … | … | 3.12 | 6.30 | 2.91 | 8.29 | 15.88 | 2.13 | 11.86 | 1.71 | 2.03 | 1.64 | 5.13 | 2.52 | 1.15 | 9.33 | 1.91 | 3.62 | 6.97 | 2.18 | 12.48 | 2.18 | 1.47 | 2.37 | 5.76 | 5.73 | 4.31 | 4.18 | 2.95 | 6.48 | 2.00 | 2.25 | 5.46 | 3.32 | 12.12 | 3.35 |
| Yield(%) | 0.00 | 2.34 | 2.21 | 1.65 | 1.77 | 2.16 | 2.48 | … | … | 0.81 | 2.39 | 2.13 | 2.06 | 1.19 | 0.79 | 1.37 | 1.95 | 2.24 | 2.40 | 2.33 | 2.46 | 2.64 | 2.44 | 2.74 | 3.30 | 3.01 | 4.08 | 5.14 | 3.40 | 3.46 | 3.53 | 3.53 | 3.78 | 4.01 | 4.02 | 4.39 | 4.00 | 4.28 | 4.53 | 4.14 | 4.68 | 4.22 | 1.33 |
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 |
|---|---|---|---|---|
| MBGAX (MFS GEORGIA MUNICIPAL BOND FUND B) |
-4.05%
Oct 2019 – Oct 2022 |
-1.24%
Oct 2017 – Oct 2022 |
0.10%
Oct 2012 – Oct 2022 |
1.44%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGAX (MFS GEORGIA MUNICIPAL BOND FUND B) |
8.74%
May 2000 – May 2003 |
6.35%
Jan 2000 – Jan 2005 |
5.54%
Nov 1994 – Nov 2004 |
4.73%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart