Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND B) | 1.37% | 6.59% | 2.78% | -0.33% | 0.87% | 1.77% | 2.04% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND B) | 09/29/1993 | 06/05/2026 |
| 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 (%) | 0.09 | 6.59 | 2.78 | -0.33 | 0.87 | 1.77 | 2.04 | … | … | 1.37 | 2.33 | 1.47 | 5.35 | -11.32 | 1.01 | 3.30 | 5.73 | 0.26 | 3.47 | -0.77 | 2.37 | 8.98 | -7.19 | 6.89 | 8.82 | -0.57 | 14.34 | -6.52 | 1.61 | 3.59 | 2.80 | 2.01 | 4.49 | 8.69 | 4.23 | 10.34 | -5.09 | 4.13 | 8.39 | 1.87 | 15.05 | -7.13 | 1.03 |
| Sharpe Ratio | NA | 1.19 | -0.01 | -0.64 | -0.18 | NA | NA | … | … | 0.17 | -0.10 | -0.59 | 0.36 | -2.69 | 0.65 | 0.42 | 2.57 | -0.68 | 1.47 | -0.42 | 1.18 | 4.73 | -2.04 | 3.11 | 2.94 | -0.20 | 4.59 | -1.00 | -0.64 | 0.09 | 0.22 | 0.32 | 1.21 | 2.55 | 0.66 | 2.28 | -3.04 | 0.23 | 1.50 | -0.37 | 2.64 | -2.09 | 0.55 |
| Standard Deviation(%) | NA | 3.27 | 4.75 | 4.45 | 4.09 | NA | NA | … | … | 3.69 | 5.78 | 3.65 | 4.79 | 4.76 | 1.50 | 7.31 | 1.66 | 1.65 | 1.92 | 2.35 | 1.98 | 1.90 | 3.54 | 2.21 | 2.99 | 3.29 | 3.10 | 7.44 | 2.40 | 2.02 | 2.41 | 3.20 | 3.11 | 2.95 | 2.72 | 2.68 | 2.79 | 2.83 | 3.13 | 4.83 | 4.19 | 4.89 | 3.37 |
| Draw Down(%) | NA | 3.12 | 7.37 | 16.67 | 16.67 | NA | NA | … | … | 3.12 | 6.07 | 2.74 | 8.42 | 15.97 | 2.00 | 11.03 | 1.46 | 1.78 | 1.67 | 5.48 | 2.70 | 1.36 | 10.34 | 2.01 | 3.45 | 6.50 | 2.07 | 13.38 | 2.52 | 1.42 | 1.98 | 5.75 | 4.41 | 3.47 | 3.52 | 3.17 | 6.89 | 2.10 | 2.47 | 5.34 | 2.90 | 11.22 | 2.78 |
| Yield(%) | 0.00 | 2.58 | 2.40 | 1.74 | 1.85 | 2.16 | 2.42 | … | … | 0.90 | 2.61 | 2.34 | 2.12 | 1.19 | 0.84 | 1.53 | 2.11 | 2.33 | 2.35 | 2.30 | 2.17 | 2.46 | 2.50 | 2.74 | 3.31 | 3.09 | 3.78 | 3.70 | 3.52 | 3.52 | 3.72 | 2.92 | 4.08 | 4.29 | 4.25 | 4.48 | 4.20 | 3.97 | 4.38 | 4.11 | 4.73 | 4.20 | 1.33 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MBSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND B) |
-4.48%
Oct 2020 – Oct 2023 |
-1.31%
Oct 2017 – Oct 2022 |
-0.06%
Oct 2012 – Oct 2022 |
1.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND B) |
8.65%
May 2000 – May 2003 |
6.24%
Jan 2000 – Jan 2005 |
5.36%
Nov 1994 – Nov 2004 |
4.58%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart