Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCAVX (MFS CALIFORNIA MUNICIPAL BOND FUND I) | 1.90% | 7.85% | 4.02% | 0.56% | 2.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCAVX (MFS CALIFORNIA MUNICIPAL BOND FUND I) | 04/05/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 7.85 | 4.02 | 0.56 | 2.18 | NA | NA | … | … | 1.90 | 3.04 | 2.79 | 7.03 | -11.44 | 2.98 | 4.00 | 8.56 | 0.97 | 6.26 | -1.71 |
| Sharpe Ratio | NA | 1.45 | 0.22 | -0.41 | 0.12 | NA | NA | … | … | 0.35 | 0.02 | -0.21 | 0.71 | -2.36 | 1.58 | 0.42 | 3.28 | -0.19 | 2.22 | -0.82 |
| Standard Deviation(%) | NA | 3.48 | 5.05 | 4.81 | 4.68 | NA | NA | … | … | 3.88 | 6.29 | 3.87 | 4.82 | 5.48 | 1.87 | 8.87 | 2.16 | 2.17 | 2.54 | 3.06 |
| Draw Down(%) | NA | 3.39 | 7.25 | 17.61 | 17.61 | NA | NA | … | … | 3.39 | 6.63 | 2.81 | 7.03 | 17.03 | 2.31 | 13.45 | 1.67 | 1.99 | 1.52 | 6.04 |
| Yield(%) | 0.00 | 3.46 | 3.49 | 2.84 | 3.04 | 2.07 | 1.55 | … | … | 1.21 | 3.56 | 3.51 | 3.56 | 2.58 | 2.37 | 2.71 | 3.26 | 3.47 | 3.78 | 2.54 |
Data as of 06/04/2026, Common starting date is 04/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAVX (MFS CALIFORNIA MUNICIPAL BOND FUND I) |
-3.40%
Oct 2019 – Oct 2022 |
-0.17%
Oct 2017 – Oct 2022 |
2.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAVX (MFS CALIFORNIA MUNICIPAL BOND FUND I) |
6.20%
Oct 2022 – Oct 2025 |
4.74%
Nov 2016 – Nov 2021 |
2.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart