Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBTNX (MFS TENNESSEE MUNICIPAL BOND FUND B) | NA | 1.97% | 3.58% | 2.78% | 2.36% | 2.76% | 3.10% | … | … |
Data as of 12/31/2021, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBTNX (MFS TENNESSEE MUNICIPAL BOND FUND B) | 09/29/1993 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 1.97 | 3.58 | 2.78 | 2.36 | 2.76 | 3.10 | … | … | 1.97 | 2.52 | 6.15 | 0.05 | 3.14 | -0.31 | 1.89 | 8.70 | -6.99 | 7.18 | 9.29 | -0.34 | 13.95 | -6.02 | 2.30 | 3.09 | 2.38 | 2.41 | 4.15 | 8.65 | 3.78 | 10.26 | -4.52 | 4.49 | 9.11 | 1.92 | 14.00 | -4.89 | 1.02 |
| Sharpe Ratio | NA | 1.46 | 0.64 | 0.54 | 0.61 | NA | NA | … | … | 1.46 | 0.29 | 2.79 | -0.81 | 1.30 | -0.22 | 0.98 | 4.48 | -1.99 | 3.13 | 3.23 | -0.14 | 3.72 | -1.02 | -0.29 | -0.11 | 0.09 | 0.46 | 1.10 | 2.52 | 0.52 | 2.30 | -2.83 | 0.42 | 1.84 | -0.36 | 2.63 | -1.84 | 0.67 |
| Standard Deviation(%) | NA | 1.33 | 4.74 | 3.84 | 3.24 | NA | NA | … | … | 1.33 | 7.92 | 1.70 | 1.57 | 1.94 | 2.37 | 1.90 | 1.94 | 3.53 | 2.29 | 2.87 | 2.96 | 3.72 | 6.81 | 2.45 | 1.95 | 2.23 | 3.17 | 3.13 | 2.99 | 2.82 | 2.71 | 2.74 | 2.76 | 3.03 | 4.42 | 3.86 | 4.26 | 2.94 |
| Draw Down(%) | NA | 1.87 | 12.52 | 12.52 | 12.52 | NA | NA | … | … | 1.87 | 12.52 | 1.32 | 1.76 | 1.60 | 5.21 | 2.70 | 1.22 | 10.01 | 2.04 | 2.89 | 6.26 | 2.46 | 12.24 | 1.89 | 1.20 | 2.09 | 5.14 | 4.43 | 3.26 | 3.74 | 3.40 | 6.42 | 2.01 | 2.09 | 4.79 | 2.67 | 9.20 | 2.21 |
| Yield(%) | 0.00 | 0.97 | 1.79 | 1.99 | 2.19 | 2.61 | 2.96 | … | … | 0.83 | 1.75 | 2.46 | 2.35 | 2.54 | 2.38 | 2.23 | 2.34 | 2.42 | 2.87 | 3.43 | 3.02 | 3.85 | 3.96 | 3.76 | 3.49 | 3.82 | 3.55 | 3.71 | 4.10 | 4.12 | 4.39 | 4.58 | 4.49 | 4.50 | 4.15 | 4.88 | 4.34 | 1.38 |
Data as of 12/31/2021, 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 |
|---|---|---|---|---|
| MBTNX (MFS TENNESSEE MUNICIPAL BOND FUND B) |
-0.43%
Nov 2005 – Nov 2008 |
0.67%
Apr 2013 – Apr 2018 |
2.11%
Apr 2010 – Apr 2020 |
2.43%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBTNX (MFS TENNESSEE MUNICIPAL BOND FUND B) |
8.46%
May 2000 – May 2003 |
6.12%
Jan 2000 – Jan 2005 |
5.38%
Nov 1994 – Nov 2004 |
4.59%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart