Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MISSX (MFS MISSISSIPPI MUNICIPAL BOND FUND A) | 1.59% | 7.81% | 3.53% | 0.50% | 1.64% | 2.64% | 3.03% | … | … |
Data as of 06/03/2026, Common starting date is 08/28/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MISSX (MFS MISSISSIPPI MUNICIPAL BOND FUND A) | 08/28/1992 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 7.81 | 3.53 | 0.50 | 1.64 | 2.64 | 3.03 | … | … | 1.59 | 3.81 | 1.85 | 4.92 | -9.82 | 1.95 | 4.24 | 6.56 | 1.03 | 4.05 | -0.01 | 3.22 | 9.42 | -4.63 | 7.26 | 10.45 | 0.14 | 13.24 | -2.81 | 2.90 | 4.67 | 3.49 | 2.84 | 4.09 | 9.39 | 4.31 | 10.70 | -2.27 | 6.14 | 9.57 | 3.57 | 17.99 | -7.38 | 13.13 | 2.33 |
| Sharpe Ratio | NA | 1.42 | 0.14 | -0.49 | 0.00 | NA | NA | … | … | 0.24 | 0.17 | -0.46 | 0.30 | -2.53 | 1.22 | 0.52 | 2.76 | -0.20 | 1.58 | -0.08 | 1.49 | 4.79 | -1.40 | 3.07 | 3.42 | 0.01 | 3.90 | -0.56 | -0.10 | 0.53 | 0.51 | 0.50 | 1.06 | 2.53 | 0.63 | 2.52 | -2.25 | 0.97 | 1.91 | -0.02 | 2.81 | -2.00 | 2.83 | 1.21 |
| Standard Deviation(%) | NA | 3.23 | 4.59 | 4.26 | 4.11 | NA | NA | … | … | 3.50 | 5.65 | 3.82 | 4.29 | 4.46 | 1.58 | 7.72 | 1.85 | 1.76 | 2.15 | 2.72 | 2.14 | 1.96 | 3.32 | 2.37 | 3.04 | 3.32 | 3.37 | 6.66 | 2.41 | 2.39 | 2.39 | 3.68 | 3.19 | 3.25 | 3.00 | 2.57 | 2.51 | 2.76 | 3.08 | 4.67 | 4.98 | 5.22 | 3.85 | 3.96 |
| Draw Down(%) | NA | 3.10 | 6.33 | 14.61 | 14.61 | NA | NA | … | … | 3.10 | 5.67 | 2.65 | 7.47 | 14.41 | 1.89 | 11.43 | 1.41 | 1.70 | 1.81 | 5.42 | 2.33 | 1.21 | 8.81 | 1.90 | 3.07 | 6.52 | 2.50 | 11.04 | 1.87 | 1.44 | 2.00 | 4.80 | 4.68 | 3.93 | 3.69 | 2.54 | 4.38 | 1.76 | 2.09 | 5.11 | 3.51 | 12.14 | 3.13 | 3.95 |
| Yield(%) | 0.00 | 3.25 | 3.04 | 2.45 | 2.64 | 3.11 | 3.37 | … | … | 1.12 | 3.35 | 2.93 | 2.74 | 2.14 | 1.92 | 2.44 | 3.11 | 3.15 | 3.28 | 3.37 | 3.45 | 3.68 | 3.98 | 3.88 | 4.18 | 4.01 | 4.16 | 4.29 | 4.35 | 4.35 | 4.53 | 3.96 | 3.92 | 5.13 | 5.16 | 5.43 | 5.03 | 4.98 | 5.11 | 5.07 | 6.13 | 5.58 | 5.92 | 2.18 |
Data as of 06/03/2026, Common starting date is 08/28/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISSX (MFS MISSISSIPPI MUNICIPAL BOND FUND A) |
-3.37%
Oct 2020 – Oct 2023 |
-0.48%
Jul 2020 – Jul 2025 |
1.00%
Oct 2012 – Oct 2022 |
2.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISSX (MFS MISSISSIPPI MUNICIPAL BOND FUND A) |
10.49%
Nov 1994 – Nov 1997 |
7.49%
Oct 1992 – Oct 1997 |
6.62%
Nov 1994 – Nov 2004 |
5.84%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart