Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBMAX (MFS MASSACHUSETTS MUNICIPAL BOND FUND B) | 1.33% | 6.52% | 2.83% | -0.24% | 1.03% | 2.04% | 2.36% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBMAX (MFS MASSACHUSETTS 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 | 6.52 | 2.83 | -0.24 | 1.03 | 2.04 | 2.36 | … | … | 1.33 | 2.21 | 1.55 | 5.35 | -10.91 | 1.27 | 2.83 | 6.49 | 0.01 | 4.06 | -0.38 | 2.34 | 9.81 | -6.84 | 7.15 | 10.40 | -0.83 | 17.37 | -7.43 | 2.18 | 3.67 | 2.86 | 2.84 | 4.39 | 8.97 | 3.51 | 10.94 | -4.30 | 4.20 | 8.25 | 2.02 | 15.21 | -6.57 | -0.46 |
| Sharpe Ratio | NA | 1.18 | -0.02 | -0.67 | -0.14 | NA | NA | … | … | 0.09 | -0.13 | -0.62 | 0.39 | -2.62 | 0.79 | 0.28 | 2.57 | -0.77 | 1.62 | -0.25 | 1.11 | 4.61 | -1.91 | 2.86 | 3.17 | -0.25 | 5.13 | -1.43 | -0.40 | 0.12 | 0.25 | 0.55 | 1.07 | 2.28 | 0.35 | 1.36 | -2.09 | 0.27 | 1.49 | -0.36 | 2.76 | -2.11 | -0.82 |
| Standard Deviation(%) | NA | 2.92 | 4.37 | 4.17 | 4.32 | NA | NA | … | … | 3.24 | 5.36 | 3.37 | 4.38 | 4.74 | 1.57 | 9.06 | 1.95 | 1.80 | 2.10 | 2.42 | 2.07 | 2.12 | 3.60 | 2.50 | 3.27 | 3.71 | 3.37 | 5.86 | 2.45 | 2.10 | 2.36 | 3.39 | 3.44 | 3.44 | 3.07 | 4.95 | 3.66 | 2.72 | 3.06 | 4.53 | 4.08 | 4.57 | 4.84 |
| Draw Down(%) | NA | 2.81 | 6.58 | 16.31 | 16.31 | NA | NA | … | … | 2.81 | 5.75 | 2.40 | 7.56 | 15.65 | 2.08 | 13.41 | 1.66 | 1.99 | 1.54 | 5.17 | 2.70 | 1.52 | 10.28 | 2.08 | 3.40 | 7.59 | 2.27 | 12.84 | 2.26 | 1.33 | 2.29 | 5.59 | 5.37 | 4.11 | 4.23 | 3.28 | 6.05 | 2.06 | 2.03 | 5.05 | 2.42 | 10.82 | 3.54 |
| Yield(%) | 0.00 | 2.38 | 2.33 | 1.81 | 2.05 | 2.42 | 2.72 | … | … | 0.83 | 2.44 | 2.30 | 2.25 | 1.47 | 1.18 | 1.72 | 2.38 | 2.59 | 3.02 | 2.76 | 2.65 | 2.87 | 2.67 | 2.94 | 3.31 | 3.72 | 4.65 | 4.10 | 3.99 | 3.77 | 3.95 | 3.30 | 3.97 | 4.16 | 4.19 | 4.81 | 4.25 | 4.29 | 4.69 | 4.47 | 5.23 | 4.88 | 1.56 |
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 |
|---|---|---|---|---|
| MBMAX (MFS MASSACHUSETTS MUNICIPAL BOND FUND B) |
-4.04%
Oct 2019 – Oct 2022 |
-1.12%
Oct 2017 – Oct 2022 |
0.21%
Oct 2012 – Oct 2022 |
1.48%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBMAX (MFS MASSACHUSETTS MUNICIPAL BOND FUND B) |
8.90%
May 2000 – May 2003 |
6.40%
Jan 2000 – Jan 2005 |
5.55%
Nov 1994 – Nov 2004 |
4.87%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart