Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBPAX (MFS PENNSYLVANIA MUNICIPAL BOND FUND B) | 1.44% | 6.98% | 3.19% | -0.02% | 1.41% | 2.40% | 2.53% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBPAX (MFS PENNSYLVANIA 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 (%) | 0.63 | 6.98 | 3.19 | -0.02 | 1.41 | 2.40 | 2.53 | … | … | 1.44 | 2.73 | 2.24 | 4.73 | -10.84 | 1.89 | 3.78 | 6.70 | 0.69 | 4.26 | 0.32 | 2.84 | 10.01 | -6.60 | 8.35 | 8.49 | -0.02 | 15.59 | -7.49 | 1.59 | 4.07 | 3.06 | 2.66 | 4.26 | 9.33 | 3.81 | 11.14 | -3.42 | 5.47 | 9.19 | 2.16 | 16.11 | -8.33 | 1.17 |
| Sharpe Ratio | NA | 1.26 | 0.06 | -0.61 | -0.06 | NA | NA | … | … | 0.16 | -0.03 | -0.39 | 0.24 | -2.62 | 1.16 | 0.45 | 2.85 | -0.39 | 1.75 | 0.04 | 1.38 | 5.60 | -1.93 | 3.79 | 2.86 | -0.04 | 4.77 | -1.20 | -0.68 | 0.29 | 0.33 | 0.50 | 1.04 | 2.45 | 0.47 | 2.59 | -2.46 | 0.70 | 1.70 | -0.29 | 2.67 | -1.87 | 0.48 |
| Standard Deviation(%) | NA | 2.98 | 4.42 | 4.21 | 4.09 | NA | NA | … | … | 3.27 | 5.37 | 3.51 | 4.44 | 4.70 | 1.61 | 7.83 | 1.84 | 1.80 | 2.07 | 2.48 | 2.03 | 1.78 | 3.43 | 2.21 | 2.95 | 3.04 | 3.25 | 7.05 | 2.30 | 2.23 | 2.39 | 3.36 | 3.41 | 3.34 | 2.94 | 2.68 | 2.75 | 2.84 | 3.23 | 5.16 | 4.55 | 6.09 | 5.00 |
| Draw Down(%) | NA | 2.88 | 6.96 | 16.50 | 16.50 | NA | NA | … | … | 2.88 | 5.69 | 2.56 | 7.94 | 15.84 | 2.04 | 11.75 | 1.51 | 1.70 | 1.36 | 5.22 | 2.56 | 1.02 | 9.79 | 1.74 | 3.39 | 6.08 | 2.25 | 13.28 | 2.49 | 1.69 | 2.20 | 5.71 | 5.32 | 4.04 | 4.10 | 3.25 | 5.95 | 2.23 | 2.35 | 5.66 | 3.24 | 13.20 | 4.16 |
| Yield(%) | 0.00 | 2.58 | 2.54 | 1.97 | 2.22 | 2.59 | 2.73 | … | … | 0.91 | 2.65 | 2.51 | 2.50 | 1.55 | 1.32 | 2.01 | 2.58 | 2.80 | 2.94 | 2.76 | 2.69 | 2.83 | 2.71 | 3.08 | 3.48 | 3.14 | 3.96 | 3.46 | 3.41 | 3.40 | 3.50 | 2.91 | 3.60 | 4.15 | 4.18 | 4.58 | 4.11 | 4.14 | 4.62 | 4.82 | 5.32 | 4.44 | 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 |
|---|---|---|---|---|
| MBPAX (MFS PENNSYLVANIA MUNICIPAL BOND FUND B) |
-3.78%
Oct 2020 – Oct 2023 |
-0.67%
Oct 2017 – Oct 2022 |
0.65%
Oct 2012 – Oct 2022 |
1.89%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBPAX (MFS PENNSYLVANIA MUNICIPAL BOND FUND B) |
9.17%
Nov 1994 – Nov 1997 |
6.55%
Jan 2000 – Jan 2005 |
6.03%
Nov 1994 – Nov 2004 |
5.07%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart