Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMGAX (MFS GEORGIA MUNICIPAL BOND FUND A) | 1.57% | 7.91% | 3.54% | 0.56% | 1.72% | 2.71% | 3.00% | … | … |
Data as of 06/03/2026, Common starting date is 09/02/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMGAX (MFS GEORGIA MUNICIPAL BOND FUND A) | 09/02/1988 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 7.91 | 3.54 | 0.56 | 1.72 | 2.71 | 3.00 | … | … | 1.57 | 3.45 | 1.90 | 6.43 | -10.23 | 2.02 | 3.50 | 6.94 | 0.77 | 4.31 | 0.30 | 2.73 | 10.26 | -5.51 | 8.17 | 10.52 | -0.33 | 15.69 | -5.20 | 2.78 | 4.02 | 2.61 | 3.43 | 4.77 | 9.70 | 4.10 | 11.89 | -3.58 | 5.08 | 10.05 | 2.41 | 15.89 | -7.13 | 12.76 | 8.11 | 12.06 | 6.00 | 8.86 | 3.35 |
| Sharpe Ratio | NA | 1.46 | 0.15 | -0.43 | 0.02 | NA | NA | … | … | 0.31 | 0.09 | -0.43 | 0.58 | -2.38 | 1.19 | 0.40 | 2.77 | -0.34 | 1.73 | 0.03 | 1.32 | 5.19 | -1.64 | 3.39 | 3.28 | -0.12 | 4.67 | -0.84 | -0.15 | 0.25 | 0.14 | 0.71 | 1.12 | 2.42 | 0.53 | 2.88 | -2.46 | 0.55 | 2.02 | -0.26 | 2.56 | -1.98 | 2.82 | 1.69 | 1.83 | 0.16 | 1.26 | 2.40 |
| Standard Deviation(%) | NA | 3.35 | 4.93 | 4.61 | 4.36 | NA | NA | … | … | 3.69 | 5.98 | 4.00 | 4.83 | 4.92 | 1.68 | 8.11 | 1.97 | 1.78 | 2.12 | 2.45 | 2.04 | 1.97 | 3.38 | 2.41 | 3.20 | 3.56 | 3.34 | 7.33 | 2.48 | 2.36 | 2.47 | 3.46 | 3.60 | 3.54 | 3.13 | 2.66 | 2.83 | 2.92 | 3.14 | 4.76 | 4.65 | 5.14 | 3.74 | 3.29 | 4.42 | 3.06 | 2.31 | 2.11 |
| Draw Down(%) | NA | 3.13 | 7.33 | 15.85 | 15.85 | NA | NA | … | … | 3.13 | 6.27 | 2.92 | 7.98 | 15.46 | 2.14 | 11.81 | 1.63 | 1.69 | 1.53 | 4.85 | 2.29 | 1.09 | 9.13 | 1.91 | 3.54 | 6.96 | 2.13 | 12.25 | 2.02 | 1.48 | 2.31 | 5.71 | 5.62 | 4.31 | 4.13 | 2.99 | 6.11 | 1.91 | 2.13 | 5.41 | 3.26 | 11.61 | 3.27 | 3.96 | 2.71 | 3.13 | 2.07 | 1.05 |
| Yield(%) | 0.00 | 3.04 | 2.94 | 2.32 | 2.46 | 2.92 | 3.21 | … | … | 1.06 | 3.13 | 2.85 | 2.82 | 1.88 | 1.56 | 2.07 | 2.69 | 2.97 | 3.13 | 3.09 | 3.22 | 3.44 | 3.17 | 3.54 | 4.09 | 3.73 | 4.90 | 5.91 | 4.07 | 4.19 | 4.28 | 4.15 | 4.30 | 4.81 | 4.78 | 5.12 | 4.71 | 5.04 | 5.32 | 5.05 | 5.61 | 5.05 | 5.51 | 5.82 | 6.75 | 6.43 | 6.80 | 2.16 |
Data as of 06/03/2026, Common starting date is 09/02/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMGAX (MFS GEORGIA MUNICIPAL BOND FUND A) |
-3.35%
Oct 2019 – Oct 2022 |
-0.53%
Oct 2017 – Oct 2022 |
0.84%
Oct 2012 – Oct 2022 |
2.20%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMGAX (MFS GEORGIA MUNICIPAL BOND FUND A) |
11.84%
Sep 1990 – Sep 1993 |
9.58%
Jan 1989 – Jan 1994 |
7.36%
Nov 1988 – Nov 1998 |
6.67%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart