Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBMSX (MFS MISSISSIPPI MUNICIPAL BOND FUND B) | 1.37% | 7.18% | 2.89% | -0.15% | 0.99% | 1.97% | 2.37% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBMSX (MFS MISSISSIPPI 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 (%) | 0.68 | 7.18 | 2.89 | -0.15 | 0.99 | 1.97 | 2.37 | … | … | 1.37 | 3.17 | 1.20 | 4.36 | -10.60 | 1.32 | 3.68 | 5.76 | 0.38 | 3.47 | -0.69 | 2.44 | 8.78 | -5.29 | 6.51 | 9.68 | -0.26 | 12.81 | -3.54 | 2.04 | 4.01 | 2.70 | 2.21 | 4.15 | 8.47 | 3.38 | 9.95 | -3.08 | 5.32 | 8.65 | 2.50 | 16.96 | -8.13 | 1.36 |
| Sharpe Ratio | NA | 1.24 | 0.00 | -0.64 | -0.16 | NA | NA | … | … | 0.09 | 0.05 | -0.64 | 0.17 | -2.66 | 0.82 | 0.44 | 2.41 | -0.57 | 1.35 | -0.34 | 1.21 | 4.63 | -1.67 | 2.92 | 3.22 | -0.11 | 3.78 | -0.68 | -0.48 | 0.27 | 0.20 | 0.34 | 1.07 | 2.31 | 0.33 | 2.35 | -2.74 | 0.72 | 1.68 | -0.25 | 2.70 | -2.18 | 0.77 |
| Standard Deviation(%) | NA | 3.16 | 4.56 | 4.26 | 4.11 | NA | NA | … | … | 3.42 | 5.65 | 3.76 | 4.26 | 4.53 | 1.58 | 7.78 | 1.78 | 1.76 | 2.09 | 2.63 | 2.00 | 1.89 | 3.18 | 2.22 | 2.99 | 3.29 | 3.36 | 6.60 | 2.34 | 2.18 | 2.24 | 3.63 | 3.20 | 3.18 | 2.86 | 2.43 | 2.35 | 2.58 | 2.95 | 4.62 | 4.81 | 5.13 | 4.13 |
| Draw Down(%) | NA | 3.10 | 6.49 | 15.33 | 15.33 | NA | NA | … | … | 3.10 | 5.71 | 2.67 | 7.78 | 14.91 | 1.98 | 11.42 | 1.51 | 1.85 | 2.02 | 5.68 | 2.43 | 1.25 | 9.03 | 1.90 | 3.07 | 6.62 | 2.57 | 11.09 | 2.17 | 1.53 | 1.96 | 4.94 | 4.80 | 4.02 | 3.75 | 2.60 | 4.76 | 1.83 | 2.22 | 5.24 | 3.60 | 12.63 | 3.22 |
| Yield(%) | 0.00 | 2.66 | 2.43 | 1.88 | 2.04 | 2.46 | 2.74 | … | … | 0.91 | 2.74 | 2.30 | 2.11 | 1.53 | 1.31 | 1.80 | 2.45 | 2.51 | 2.61 | 2.69 | 2.80 | 2.98 | 3.30 | 3.16 | 3.46 | 3.61 | 3.78 | 3.56 | 3.61 | 3.61 | 3.77 | 3.36 | 3.97 | 4.28 | 4.37 | 4.64 | 4.21 | 4.20 | 4.24 | 4.05 | 5.21 | 4.63 | 1.44 |
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 |
|---|---|---|---|---|
| MBMSX (MFS MISSISSIPPI MUNICIPAL BOND FUND B) |
-4.02%
Oct 2020 – Oct 2023 |
-1.14%
Jul 2020 – Jul 2025 |
0.34%
Oct 2012 – Oct 2022 |
1.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBMSX (MFS MISSISSIPPI MUNICIPAL BOND FUND B) |
9.48%
Nov 1994 – Nov 1997 |
6.52%
Nov 1994 – Nov 1999 |
5.84%
Nov 1994 – Nov 2004 |
5.09%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart