Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFPAX (MFS PENNSYLVANIA MUNICIPAL BOND FUND A) | 1.59% | 7.39% | 3.90% | 0.68% | 2.16% | 3.17% | 3.30% | … | … |
Data as of 06/05/2026, Common starting date is 02/25/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFPAX (MFS PENNSYLVANIA MUNICIPAL BOND FUND A) | 02/25/1993 | 06/05/2026 |
| 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 (%) | 0.10 | 7.39 | 3.90 | 0.68 | 2.16 | 3.17 | 3.30 | … | … | 1.59 | 3.49 | 3.11 | 5.50 | -10.18 | 2.64 | 4.55 | 7.40 | 1.43 | 5.15 | 1.11 | 3.61 | 10.75 | -5.87 | 9.31 | 9.39 | 0.68 | 16.52 | -6.83 | 2.32 | 4.88 | 3.86 | 3.33 | 5.03 | 10.14 | 4.79 | 11.98 | -2.65 | 6.35 | 10.05 | 2.93 | 16.92 | -7.37 | 8.57 |
| Sharpe Ratio | NA | 1.50 | 0.23 | -0.43 | 0.13 | NA | NA | … | … | 0.34 | 0.11 | -0.14 | 0.42 | -2.48 | 1.56 | 0.55 | 2.97 | 0.03 | 2.10 | 0.35 | 1.70 | 5.55 | -1.76 | 3.99 | 3.15 | 0.19 | 4.90 | -1.09 | -0.34 | 0.63 | 0.68 | 0.70 | 1.22 | 2.62 | 0.77 | 2.71 | -2.03 | 0.99 | 1.91 | -0.14 | 2.79 | -1.69 | 1.68 |
| Standard Deviation(%) | NA | 3.07 | 4.52 | 4.27 | 4.13 | NA | NA | … | … | 3.45 | 5.47 | 3.61 | 4.47 | 4.69 | 1.67 | 7.81 | 2.00 | 1.81 | 2.15 | 2.54 | 2.10 | 1.93 | 3.36 | 2.34 | 2.97 | 3.14 | 3.35 | 7.10 | 2.45 | 2.35 | 2.37 | 3.38 | 3.53 | 3.43 | 3.08 | 2.86 | 2.96 | 2.90 | 3.33 | 5.25 | 4.63 | 6.19 | 4.73 |
| Draw Down(%) | NA | 2.99 | 6.91 | 15.72 | 15.72 | NA | NA | … | … | 2.99 | 5.64 | 2.66 | 7.52 | 15.30 | 2.04 | 11.78 | 1.42 | 1.59 | 1.16 | 4.93 | 2.32 | 1.05 | 9.47 | 1.75 | 3.40 | 5.88 | 2.10 | 12.76 | 2.12 | 1.49 | 2.05 | 5.58 | 5.20 | 4.05 | 4.14 | 3.30 | 5.57 | 2.16 | 2.23 | 5.53 | 3.03 | 12.43 | 4.18 |
| Yield(%) | 0.00 | 3.28 | 3.26 | 2.63 | 2.92 | 3.36 | 3.48 | … | … | 1.16 | 3.37 | 3.26 | 3.22 | 2.25 | 2.05 | 2.73 | 3.35 | 3.52 | 3.70 | 3.56 | 3.44 | 3.62 | 3.47 | 3.88 | 4.30 | 3.86 | 4.79 | 4.28 | 4.12 | 4.18 | 4.27 | 3.55 | 4.25 | 5.00 | 5.02 | 5.45 | 4.89 | 4.98 | 5.41 | 5.57 | 6.28 | 5.40 | 4.73 |
Data as of 06/05/2026, Common starting date is 02/25/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFPAX (MFS PENNSYLVANIA MUNICIPAL BOND FUND A) |
-3.04%
Oct 2020 – Oct 2023 |
0.09%
Oct 2017 – Oct 2022 |
1.42%
Oct 2012 – Oct 2022 |
2.67%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFPAX (MFS PENNSYLVANIA MUNICIPAL BOND FUND A) |
10.06%
Nov 1994 – Nov 1997 |
7.36%
Jan 2000 – Jan 2005 |
6.86%
Nov 1994 – Nov 2004 |
5.89%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart
