Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCCAX (MFS CALIFORNIA MUNICIPAL BOND FUND C) | 1.45% | 6.94% | 3.01% | -0.40% | 1.09% | 2.63% | 2.53% | … | … |
Data as of 06/04/2026, Common starting date is 05/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCCAX (MFS CALIFORNIA MUNICIPAL BOND FUND C) | 05/27/1999 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 6.94 | 3.01 | -0.40 | 1.09 | 2.63 | 2.53 | … | … | 1.45 | 2.16 | 1.64 | 6.03 | -12.36 | 2.03 | 3.07 | 7.35 | 0.06 | 4.14 | 0.08 | 3.61 | 11.06 | -5.49 | 9.26 | 11.34 | -0.38 | 17.47 | -10.82 | 0.29 | 3.91 | 2.97 | 4.12 | 3.80 | 8.12 | 4.02 | 10.91 | -3.63 |
| Sharpe Ratio | NA | 1.12 | 0.03 | -0.61 | -0.12 | NA | NA | … | … | 0.16 | -0.12 | -0.51 | 0.50 | -2.54 | 1.07 | 0.32 | 2.70 | -0.62 | 1.37 | -0.05 | 1.51 | 5.04 | -1.43 | 3.72 | 3.21 | -0.12 | 3.95 | -1.46 | -1.03 | 0.21 | 0.27 | 0.84 | 0.86 | 2.02 | 0.49 | 2.27 | -2.90 |
| Standard Deviation(%) | NA | 3.51 | 5.06 | 4.81 | 4.69 | NA | NA | … | … | 3.91 | 6.29 | 3.91 | 4.83 | 5.44 | 1.88 | 8.91 | 2.17 | 2.13 | 2.56 | 2.90 | 2.36 | 2.19 | 3.87 | 2.50 | 3.52 | 4.08 | 4.40 | 8.02 | 2.79 | 2.42 | 2.66 | 3.73 | 3.58 | 3.46 | 3.26 | 2.94 | 3.26 |
| Draw Down(%) | NA | 3.37 | 7.47 | 18.64 | 18.64 | NA | NA | … | … | 3.37 | 6.57 | 2.81 | 7.61 | 17.66 | 2.35 | 13.55 | 1.59 | 2.18 | 1.52 | 6.28 | 2.74 | 1.42 | 9.94 | 1.78 | 3.92 | 7.77 | 4.22 | 17.22 | 3.66 | 1.46 | 2.50 | 5.93 | 5.86 | 4.74 | 3.68 | 3.61 | 4.94 |
| Yield(%) | 0.00 | 2.56 | 2.54 | 1.99 | 2.13 | 2.68 | 2.75 | … | … | 0.90 | 2.61 | 2.51 | 2.60 | 1.70 | 1.38 | 1.72 | 2.22 | 2.51 | 2.77 | 2.61 | 2.71 | 3.07 | 2.94 | 3.08 | 3.61 | 3.33 | 4.21 | 3.76 | 3.50 | 3.65 | 3.94 | 4.19 | 3.90 | 4.16 | 4.13 | 4.41 | 2.62 |
Data as of 06/04/2026, Common starting date is 05/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCCAX (MFS CALIFORNIA MUNICIPAL BOND FUND C) |
-4.41%
Oct 2019 – Oct 2022 |
-1.17%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
1.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCCAX (MFS CALIFORNIA MUNICIPAL BOND FUND C) |
9.22%
Dec 2008 – Dec 2011 |
6.48%
Jan 2000 – Jan 2005 |
4.91%
Dec 2008 – Dec 2018 |
4.66%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart