Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFALX (MFS ALABAMA MUNICIPAL BOND FUND A) | 1.60% | 7.71% | 3.65% | 0.41% | 1.70% | 2.69% | 3.03% | … | … |
Data as of 06/03/2026, Common starting date is 04/03/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFALX (MFS ALABAMA MUNICIPAL BOND FUND A) | 04/03/1990 | 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 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 7.71 | 3.65 | 0.41 | 1.70 | 2.69 | 3.03 | … | … | 1.60 | 3.42 | 1.58 | 6.44 | -10.77 | 1.87 | 4.05 | 7.02 | 1.03 | 4.48 | 0.26 | 3.07 | 9.94 | -4.71 | 7.64 | 10.23 | -0.36 | 15.27 | -5.13 | 3.35 | 4.28 | 2.76 | 2.68 | 5.76 | 9.41 | 4.06 | 12.71 | -3.10 | 4.97 | 9.15 | 3.80 | 16.11 | -4.96 | 12.19 | 8.74 | 11.05 | 6.37 |
| Sharpe Ratio | NA | 1.38 | 0.16 | -0.47 | 0.02 | NA | NA | … | … | 0.25 | 0.09 | -0.50 | 0.58 | -2.52 | 1.10 | 0.47 | 2.87 | -0.18 | 1.80 | 0.02 | 1.50 | 5.27 | -1.55 | 3.61 | 3.28 | -0.12 | 3.91 | -0.88 | 0.08 | 0.42 | 0.22 | 0.55 | 1.50 | 2.46 | 0.56 | 2.48 | -2.34 | 0.57 | 1.75 | 0.03 | 2.98 | -1.73 | 2.95 | 1.86 | 2.99 | 0.56 |
| Standard Deviation(%) | NA | 3.27 | 4.92 | 4.59 | 4.35 | NA | NA | … | … | 3.66 | 5.87 | 4.10 | 4.83 | 4.86 | 1.68 | 8.09 | 1.93 | 1.95 | 2.13 | 2.46 | 2.02 | 1.88 | 3.05 | 2.12 | 3.11 | 3.66 | 3.88 | 6.95 | 2.47 | 2.08 | 2.29 | 3.10 | 3.35 | 3.36 | 2.93 | 3.42 | 2.77 | 2.65 | 3.11 | 4.62 | 4.07 | 4.64 | 3.39 | 3.34 | 2.38 | 5.77 |
| Draw Down(%) | NA | 3.24 | 6.82 | 16.21 | 16.21 | NA | NA | … | … | 3.24 | 5.97 | 3.11 | 7.77 | 15.78 | 2.16 | 11.55 | 1.53 | 1.66 | 1.50 | 4.91 | 2.07 | 1.04 | 8.61 | 1.65 | 3.47 | 7.09 | 2.53 | 11.66 | 1.90 | 1.15 | 1.85 | 5.08 | 5.12 | 4.01 | 3.96 | 3.44 | 5.48 | 1.59 | 1.56 | 4.76 | 2.51 | 9.59 | 2.59 | 3.81 | 1.55 | 3.21 |
| Yield(%) | 0.00 | 3.08 | 3.05 | 2.37 | 2.59 | 3.07 | 3.36 | … | … | 1.06 | 3.19 | 3.01 | 2.92 | 1.91 | 1.57 | 2.24 | 2.83 | 3.24 | 3.43 | 3.49 | 3.57 | 3.73 | 3.64 | 3.80 | 4.09 | 3.76 | 5.52 | 4.96 | 4.59 | 4.74 | 4.39 | 4.00 | 4.80 | 5.06 | 5.14 | 5.52 | 6.11 | 5.30 | 6.45 | 6.02 | 5.62 | 5.03 | 5.40 | 5.86 | 6.82 | 5.19 |
Data as of 06/03/2026, Common starting date is 04/03/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFALX (MFS ALABAMA MUNICIPAL BOND FUND A) |
-3.66%
Oct 2020 – Oct 2023 |
-0.51%
Oct 2017 – Oct 2022 |
0.96%
Oct 2012 – Oct 2022 |
2.21%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFALX (MFS ALABAMA MUNICIPAL BOND FUND A) |
11.96%
Sep 1990 – Sep 1993 |
8.52%
Aug 1990 – Aug 1995 |
7.02%
Aug 1990 – Aug 2000 |
6.59%
Aug 1990 – Aug 2005 |
Annualized Rolling Returns Comparison Chart