Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND C) | 1.49% | 6.83% | 2.86% | -0.10% | 1.04% | 1.95% | 2.27% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND C) | 01/28/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 6.83 | 2.86 | -0.10 | 1.04 | 1.95 | 2.27 | … | … | 1.49 | 2.51 | 1.53 | 5.11 | -10.42 | 1.40 | 3.04 | 6.04 | -0.07 | 3.49 | -0.46 | 2.29 | 8.77 | -6.45 | 6.56 | 10.35 | -0.65 | 13.77 | -5.18 | 2.20 | 3.39 | 2.53 | 2.75 | 4.14 | 8.82 | 3.24 | 10.62 | -4.45 | 4.28 | 8.25 | 2.74 | 15.53 | -8.53 |
| Sharpe Ratio | NA | 1.23 | -0.01 | -0.60 | -0.14 | NA | NA | … | … | 0.14 | -0.07 | -0.55 | 0.32 | -2.53 | 0.86 | 0.34 | 2.56 | -0.87 | 1.36 | -0.30 | 1.23 | 4.97 | -1.94 | 2.88 | 3.21 | -0.23 | 4.28 | -0.91 | -0.40 | -0.01 | 0.12 | 0.56 | 1.05 | 2.42 | 0.29 | 2.41 | -2.87 | 0.02 | 1.48 | -0.20 | 2.54 | -2.45 |
| Standard Deviation(%) | NA | 3.10 | 4.71 | 4.39 | 4.22 | NA | NA | … | … | 3.52 | 5.71 | 3.77 | 4.63 | 4.70 | 1.60 | 8.12 | 1.78 | 1.67 | 2.09 | 2.24 | 1.84 | 1.76 | 3.34 | 2.28 | 3.22 | 3.23 | 3.20 | 6.70 | 2.38 | 2.21 | 2.27 | 3.16 | 3.24 | 3.17 | 2.71 | 2.65 | 2.73 | 43.22 | 3.08 | 4.60 | 4.54 | 5.06 |
| Draw Down(%) | NA | 3.10 | 7.11 | 16.01 | 16.01 | NA | NA | … | … | 3.10 | 6.23 | 2.81 | 8.16 | 15.27 | 2.06 | 12.21 | 1.51 | 2.05 | 1.47 | 4.94 | 2.29 | 1.20 | 9.73 | 1.82 | 3.37 | 6.57 | 2.56 | 11.85 | 2.37 | 1.53 | 2.23 | 5.24 | 4.88 | 3.87 | 3.63 | 3.23 | 6.38 | 27.12 | 2.47 | 5.20 | 3.35 | 12.22 |
| Yield(%) | 0.00 | 2.44 | 2.35 | 1.77 | 1.94 | 2.33 | 2.60 | … | … | 0.83 | 2.52 | 2.33 | 2.18 | 1.26 | 1.06 | 1.63 | 2.22 | 2.40 | 2.60 | 2.61 | 2.59 | 2.75 | 2.94 | 3.20 | 3.24 | 3.02 | 3.86 | 3.88 | 3.74 | 3.82 | 3.97 | 3.67 | 3.82 | 4.13 | 4.22 | 4.63 | 4.11 | 4.11 | 4.31 | 4.22 | 4.81 | 4.12 |
Data as of 06/04/2026, Common starting date is 01/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND C) |
-3.85%
Oct 2020 – Oct 2023 |
-1.09%
Oct 2017 – Oct 2022 |
0.11%
Oct 2012 – Oct 2022 |
1.43%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND C) |
8.95%
Nov 1994 – Nov 1997 |
6.20%
Jan 2000 – Jan 2005 |
5.58%
Nov 1994 – Nov 2004 |
4.79%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart