Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND A) | 1.71% | 7.83% | 3.56% | 0.45% | 1.63% | 2.53% | 2.80% | … | … |
Data as of 06/03/2026, Common starting date is 11/30/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND A) | 11/30/1984 | 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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 7.83 | 3.56 | 0.45 | 1.63 | 2.53 | 2.80 | … | … | 1.71 | 3.11 | 2.22 | 6.15 | -10.64 | 1.78 | 4.03 | 6.52 | 1.03 | 4.33 | -0.11 | 3.15 | 9.78 | -6.41 | 7.61 | 9.71 | 0.40 | 15.16 | -5.99 | 2.29 | 4.29 | 3.48 | 2.53 | 4.25 | 9.43 | 4.95 | 10.98 | -4.44 | 4.91 | 9.02 | 2.86 | 15.91 | -6.37 | 11.62 | 7.15 | 10.76 | 5.86 | 9.09 | 10.93 | 2.40 | 16.12 | 17.90 | 1.67 |
| Sharpe Ratio | NA | 1.43 | 0.16 | -0.47 | 0.00 | NA | NA | … | … | 0.35 | 0.04 | -0.38 | 0.52 | -2.45 | 1.11 | 0.51 | 2.85 | -0.21 | 1.77 | -0.13 | 1.53 | 4.92 | -1.79 | 3.29 | 3.12 | 0.09 | 4.79 | -0.93 | -0.35 | 0.40 | 0.49 | 0.48 | 1.16 | 2.70 | 0.90 | 2.49 | -2.77 | 0.50 | 1.65 | -0.16 | 2.80 | -1.89 | 2.82 | 1.55 | 3.47 | 0.12 | 1.29 | 1.87 | -0.33 | 2.98 | 2.49 | 3.32 |
| Standard Deviation(%) | NA | 3.29 | 4.77 | 4.50 | 4.15 | NA | NA | … | … | 3.70 | 5.79 | 3.67 | 4.82 | 4.94 | 1.58 | 7.33 | 1.77 | 1.70 | 2.09 | 2.48 | 2.04 | 1.98 | 3.60 | 2.32 | 3.10 | 3.37 | 3.15 | 7.47 | 2.45 | 2.19 | 2.47 | 3.25 | 3.05 | 3.06 | 2.83 | 2.72 | 2.82 | 2.89 | 3.22 | 4.91 | 4.27 | 5.01 | 3.34 | 2.98 | 1.96 | 2.92 | 2.45 | 3.22 | 5.49 | 3.93 | 5.00 | 5.18 |
| Draw Down(%) | NA | 3.11 | 7.28 | 15.90 | 15.90 | NA | NA | … | … | 3.11 | 6.01 | 2.73 | 8.13 | 15.48 | 2.08 | 11.02 | 1.38 | 1.60 | 1.55 | 5.19 | 2.45 | 1.30 | 10.11 | 2.01 | 3.54 | 6.31 | 2.01 | 13.04 | 2.33 | 1.39 | 2.00 | 5.74 | 4.30 | 3.46 | 3.47 | 3.11 | 6.39 | 1.99 | 2.35 | 5.21 | 2.68 | 10.73 | 2.71 | 3.55 | 1.23 | 3.51 | 2.01 | 2.77 | 10.07 | 3.66 | 2.61 | 0.00 |
| Yield(%) | 0.00 | 3.31 | 3.12 | 2.41 | 2.54 | 2.90 | 3.14 | … | … | 1.16 | 3.35 | 3.07 | 2.88 | 1.87 | 1.60 | 2.24 | 2.88 | 3.07 | 3.11 | 3.05 | 2.93 | 3.23 | 3.21 | 3.52 | 4.06 | 4.07 | 4.55 | 4.31 | 4.18 | 4.19 | 4.38 | 3.42 | 3.86 | 4.98 | 4.86 | 5.16 | 4.85 | 4.64 | 5.06 | 4.98 | 5.53 | 4.97 | 5.35 | 5.83 | 6.72 | 6.20 | 6.47 | 7.15 | 6.83 | 7.49 | 8.74 | 0.72 |
Data as of 06/03/2026, Common starting date is 11/30/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND A) |
-3.72%
Oct 2020 – Oct 2023 |
-0.59%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
2.01%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND A) |
13.00%
Feb 1985 – Feb 1988 |
11.15%
Dec 1984 – Dec 1989 |
8.74%
Mar 1985 – Mar 1995 |
7.36%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart