Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFSSX (MFS MASSACHUSETTS MUNICIPAL BOND FUND A) | 1.57% | 7.24% | 3.54% | 0.49% | 1.78% | 2.81% | 3.10% | … | … |
Data as of 06/03/2026, Common starting date is 06/28/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFSSX (MFS MASSACHUSETTS MUNICIPAL BOND FUND A) | 06/28/1985 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 7.24 | 3.54 | 0.49 | 1.78 | 2.81 | 3.10 | … | … | 1.57 | 2.99 | 2.21 | 6.15 | -10.25 | 2.02 | 3.71 | 7.31 | 0.77 | 4.85 | 0.38 | 3.10 | 10.67 | -6.14 | 7.98 | 11.25 | -0.38 | 18.26 | -6.83 | 2.83 | 4.26 | 3.54 | 3.48 | 4.51 | 9.78 | 4.04 | 11.68 | -3.55 | 4.92 | 8.90 | 2.76 | 16.08 | -5.86 | 9.35 | 8.51 | 12.39 | 6.50 | 8.01 | 10.39 | -0.28 | 17.51 | 6.67 |
| Sharpe Ratio | NA | 1.44 | 0.15 | -0.49 | 0.04 | NA | NA | … | … | 0.27 | 0.02 | -0.42 | 0.56 | -2.46 | 1.22 | 0.38 | 2.93 | -0.32 | 1.90 | 0.06 | 1.42 | 4.92 | -1.70 | 3.09 | 3.39 | -0.13 | 5.38 | -1.33 | -0.13 | 0.40 | 0.51 | 0.73 | 1.10 | 2.48 | 0.51 | 1.48 | -2.53 | 0.51 | 1.63 | -0.19 | 2.85 | -1.89 | 1.94 | 2.08 | 3.88 | 0.38 | 1.04 | 1.74 | -0.60 | 3.29 | 2.49 |
| Standard Deviation(%) | NA | 2.87 | 4.40 | 4.21 | 4.35 | NA | NA | … | … | 3.21 | 5.39 | 3.37 | 4.47 | 4.77 | 1.64 | 9.04 | 1.99 | 1.94 | 2.22 | 2.51 | 2.16 | 2.17 | 3.64 | 2.58 | 3.31 | 3.75 | 3.38 | 5.85 | 2.56 | 2.14 | 2.50 | 3.42 | 3.45 | 3.48 | 3.14 | 5.02 | 2.74 | 2.86 | 3.19 | 4.56 | 4.25 | 4.72 | 3.69 | 2.87 | 2.17 | 2.63 | 1.98 | 3.14 | 7.41 | 3.97 | 3.38 |
| Draw Down(%) | NA | 2.72 | 6.41 | 15.61 | 15.61 | NA | NA | … | … | 2.72 | 5.70 | 2.32 | 7.11 | 15.21 | 2.09 | 13.35 | 1.67 | 1.84 | 1.42 | 4.78 | 2.39 | 1.46 | 10.06 | 2.09 | 3.41 | 7.49 | 2.30 | 12.34 | 2.01 | 1.42 | 2.14 | 5.55 | 5.27 | 4.12 | 4.10 | 3.22 | 5.64 | 1.90 | 2.07 | 4.95 | 2.42 | 10.30 | 3.41 | 2.32 | 0.83 | 3.19 | 1.59 | 2.45 | 13.71 | 3.60 | 2.25 |
| Yield(%) | 0.00 | 3.07 | 3.05 | 2.46 | 2.74 | 3.18 | 3.43 | … | … | 1.06 | 3.18 | 3.04 | 3.00 | 2.15 | 1.92 | 2.47 | 3.15 | 3.34 | 3.78 | 3.52 | 3.39 | 3.68 | 3.40 | 3.73 | 4.08 | 4.18 | 5.45 | 4.74 | 4.61 | 4.43 | 4.61 | 3.83 | 4.17 | 4.83 | 4.89 | 5.49 | 4.92 | 4.97 | 5.40 | 5.18 | 6.03 | 5.59 | 6.08 | 6.43 | 7.42 | 6.74 | 6.79 | 7.07 | 6.42 | 7.65 | 4.11 |
Data as of 06/03/2026, Common starting date is 06/28/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSSX (MFS MASSACHUSETTS MUNICIPAL BOND FUND A) |
-3.29%
Oct 2019 – Oct 2022 |
-0.35%
Oct 2017 – Oct 2022 |
0.97%
Oct 2012 – Oct 2022 |
2.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFSSX (MFS MASSACHUSETTS MUNICIPAL BOND FUND A) |
11.79%
Sep 1990 – Sep 1993 |
9.69%
Sep 1987 – Sep 1992 |
8.40%
Sep 1985 – Sep 1995 |
7.15%
Sep 1985 – Sep 2000 |
Annualized Rolling Returns Comparison Chart