Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLALX (MFS ALABAMA MUNICIPAL BOND FUND I) | 1.72% | 7.93% | 3.88% | 0.65% | 1.95% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLALX (MFS ALABAMA MUNICIPAL BOND FUND I) | 04/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 7.93 | 3.88 | 0.65 | 1.95 | NA | NA | … | … | 1.72 | 3.67 | 1.86 | 6.63 | -10.48 | 2.14 | 4.29 | 7.27 | 1.25 | 4.65 | -1.36 |
| Sharpe Ratio | NA | 1.45 | 0.21 | -0.41 | 0.07 | NA | NA | … | … | 0.33 | 0.13 | -0.44 | 0.62 | -2.40 | 1.25 | 0.49 | 2.94 | -0.07 | 1.87 | -0.77 |
| Standard Deviation(%) | NA | 3.26 | 4.89 | 4.60 | 4.37 | NA | NA | … | … | 3.58 | 5.89 | 4.03 | 4.83 | 4.98 | 1.69 | 8.14 | 1.97 | 1.99 | 2.14 | 2.65 |
| Draw Down(%) | NA | 3.18 | 6.75 | 15.98 | 15.98 | NA | NA | … | … | 3.18 | 6.03 | 2.94 | 7.68 | 15.68 | 2.17 | 11.53 | 1.50 | 1.69 | 1.46 | 4.84 |
| Yield(%) | 0.00 | 3.30 | 3.28 | 2.58 | 2.81 | 1.92 | 1.44 | … | … | 1.15 | 3.43 | 3.25 | 3.16 | 2.13 | 1.82 | 2.49 | 3.07 | 3.47 | 3.65 | 2.78 |
Data as of 06/03/2026, Common starting date is 04/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLALX (MFS ALABAMA MUNICIPAL BOND FUND I) |
-3.41%
Oct 2020 – Oct 2023 |
-0.28%
Oct 2017 – Oct 2022 |
1.94%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLALX (MFS ALABAMA MUNICIPAL BOND FUND I) |
5.83%
Oct 2022 – Oct 2025 |
4.05%
Nov 2016 – Nov 2021 |
1.94%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart