Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBWVX (MFS WEST VIRGINIA MUNICIPAL BOND FUND B) | 1.31% | 7.00% | 2.72% | -0.03% | 1.02% | 1.82% | 2.09% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBWVX (MFS WEST VIRGINIA 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 | 7.00 | 2.72 | -0.03 | 1.02 | 1.82 | 2.09 | … | … | 1.31 | 2.56 | 1.20 | 5.22 | -10.04 | 1.29 | 3.30 | 5.47 | 0.34 | 3.10 | -0.37 | 2.09 | 9.11 | -6.84 | 5.61 | 9.64 | 1.06 | 12.35 | -6.47 | 1.48 | 3.59 | 2.16 | 2.20 | 4.24 | 7.98 | 4.04 | 10.45 | -4.41 | 4.14 | 7.88 | 2.66 | 14.27 | -6.12 | 0.01 |
| Sharpe Ratio | NA | 1.22 | -0.02 | -0.58 | -0.16 | NA | NA | … | … | 0.07 | -0.06 | -0.63 | 0.34 | -2.47 | 0.87 | 0.50 | 2.40 | -0.63 | 1.26 | -0.26 | 1.06 | 4.75 | -2.02 | 2.62 | 3.36 | 0.33 | 3.51 | -1.00 | -0.67 | 0.08 | -0.05 | 0.31 | 1.00 | 2.34 | 0.60 | 2.35 | -2.76 | 0.26 | 1.48 | -0.23 | 2.63 | -1.97 | -0.55 |
| Standard Deviation(%) | NA | 3.13 | 4.74 | 4.41 | 3.86 | NA | NA | … | … | 3.30 | 5.77 | 3.83 | 4.69 | 4.67 | 1.46 | 6.08 | 1.66 | 1.67 | 1.94 | 2.28 | 1.94 | 1.92 | 3.40 | 2.13 | 2.86 | 2.96 | 3.49 | 7.39 | 2.49 | 2.13 | 2.21 | 3.88 | 3.53 | 2.93 | 2.68 | 2.66 | 2.82 | 2.56 | 2.82 | 4.36 | 3.92 | 4.67 | 3.93 |
| Draw Down(%) | NA | 2.82 | 7.15 | 15.21 | 15.21 | NA | NA | … | … | 2.82 | 6.08 | 2.71 | 7.98 | 14.62 | 1.77 | 9.31 | 1.24 | 1.86 | 1.67 | 4.93 | 2.57 | 1.30 | 9.44 | 1.93 | 3.09 | 5.73 | 2.86 | 13.57 | 2.60 | 1.57 | 2.23 | 5.87 | 5.42 | 3.36 | 3.41 | 3.09 | 6.14 | 1.82 | 1.66 | 4.72 | 2.71 | 10.68 | 2.95 |
| Yield(%) | 0.00 | 2.32 | 2.28 | 1.83 | 2.00 | 2.26 | 2.52 | … | … | 0.81 | 2.38 | 2.25 | 2.21 | 1.53 | 1.45 | 1.91 | 2.37 | 2.40 | 2.53 | 2.42 | 2.32 | 2.54 | 2.47 | 2.66 | 3.12 | 3.32 | 3.46 | 4.31 | 3.53 | 4.04 | 3.49 | 3.01 | 3.91 | 4.23 | 4.24 | 4.64 | 4.19 | 4.14 | 4.55 | 4.43 | 4.95 | 4.52 | 1.41 |
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 |
|---|---|---|---|---|
| MBWVX (MFS WEST VIRGINIA MUNICIPAL BOND FUND B) |
-3.82%
Oct 2020 – Oct 2023 |
-0.97%
Oct 2017 – Oct 2022 |
0.14%
Oct 2012 – Oct 2022 |
1.34%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBWVX (MFS WEST VIRGINIA MUNICIPAL BOND FUND B) |
8.52%
May 2000 – May 2003 |
6.13%
Jan 2000 – Jan 2005 |
5.32%
Nov 1994 – Nov 2004 |
4.42%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart