Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMHBX (MFS MUNICIPAL HIGH INCOME FUND B) | 1.88% | 7.46% | 4.71% | 0.32% | 2.09% | 3.68% | 3.26% | … | … |
Data as of 06/03/2026, Common starting date is 10/01/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMHBX (MFS MUNICIPAL HIGH INCOME FUND B) | 10/01/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 7.46 | 4.71 | 0.32 | 2.09 | 3.68 | 3.26 | … | … | 1.88 | 2.76 | 6.33 | 5.36 | -14.45 | 4.53 | 2.76 | 8.65 | 1.31 | 6.96 | 0.89 | 4.22 | 13.85 | -6.74 | 13.18 | 10.21 | 3.38 | 28.62 | -20.76 | -1.80 | 6.01 | 5.65 | 5.33 | 6.30 | 5.35 | 5.07 | 5.87 | -3.85 | 4.85 | 7.84 | 3.23 | 15.00 | -3.88 | 0.72 |
| Sharpe Ratio | NA | 1.36 | 0.38 | -0.45 | 0.10 | NA | NA | … | … | 0.51 | -0.02 | 0.67 | 0.32 | -2.83 | 2.47 | 0.27 | 3.56 | -0.03 | 3.02 | 0.24 | 1.91 | 7.08 | -1.71 | 5.34 | 3.42 | 0.92 | 6.58 | -3.12 | -1.81 | 1.24 | 1.56 | 1.67 | 2.15 | 1.56 | 1.05 | 0.64 | -2.90 | 0.56 | 1.39 | -0.12 | 3.69 | -1.77 | 0.34 |
| Standard Deviation(%) | NA | 3.33 | 5.05 | 4.89 | 4.79 | NA | NA | … | … | 3.58 | 6.02 | 4.04 | 5.30 | 5.63 | 1.82 | 9.44 | 2.02 | 2.02 | 2.09 | 2.82 | 2.19 | 1.95 | 3.97 | 2.48 | 2.97 | 3.57 | 4.34 | 6.95 | 2.74 | 2.09 | 2.17 | 2.60 | 2.60 | 2.69 | 2.53 | 2.56 | 2.49 | 2.47 | 2.98 | 3.66 | 2.98 | 3.93 | 2.12 |
| Draw Down(%) | NA | 2.91 | 7.71 | 19.81 | 19.81 | NA | NA | … | … | 2.91 | 6.44 | 2.61 | 9.00 | 19.22 | 2.37 | 15.68 | 1.39 | 2.02 | 0.97 | 6.33 | 1.98 | 0.88 | 10.90 | 1.89 | 3.16 | 6.58 | 3.18 | 23.29 | 3.88 | 0.83 | 1.34 | 3.91 | 2.90 | 3.24 | 2.54 | 2.81 | 5.27 | 1.67 | 2.00 | 4.33 | 2.01 | 7.38 | 1.40 |
| Yield(%) | 0.00 | 3.45 | 3.59 | 2.83 | 3.03 | 3.73 | 3.52 | … | … | 1.20 | 3.58 | 3.64 | 3.66 | 2.66 | 2.26 | 2.86 | 3.11 | 3.35 | 3.74 | 3.41 | 3.51 | 4.11 | 3.95 | 4.11 | 4.83 | 4.53 | 6.11 | 4.79 | 4.36 | 4.45 | 4.70 | 3.88 | 5.27 | 5.37 | 5.36 | 5.71 | 5.08 | 4.97 | 5.67 | 6.00 | 6.52 | 6.15 | 1.56 |
Data as of 06/03/2026, Common starting date is 10/01/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHBX (MFS MUNICIPAL HIGH INCOME FUND B) |
-6.21%
Dec 2005 – Dec 2008 |
-1.70%
Dec 2003 – Dec 2008 |
0.95%
Dec 1998 – Dec 2008 |
2.36%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHBX (MFS MUNICIPAL HIGH INCOME FUND B) |
13.58%
Dec 2008 – Dec 2011 |
9.11%
Dec 2008 – Dec 2013 |
7.21%
Dec 2008 – Dec 2018 |
5.11%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart