Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNCLX (MFS NORTH CAROLINA MUNICIPAL BOND FUND I) | 1.95% | 7.84% | 3.87% | 0.89% | 2.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNCLX (MFS NORTH CAROLINA MUNICIPAL BOND FUND I) | 04/05/2016 | 06/04/2026 |
| 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 (%) | 0.55 | 7.84 | 3.87 | 0.89 | 2.05 | NA | NA | … | … | 1.95 | 3.39 | 2.62 | 6.16 | -9.53 | 2.37 | 4.02 | 7.23 | 0.84 | 4.57 | -1.20 |
| Sharpe Ratio | NA | 1.45 | 0.20 | -0.37 | 0.09 | NA | NA | … | … | 0.40 | 0.09 | -0.26 | 0.54 | -2.31 | 1.39 | 0.46 | 2.90 | -0.30 | 1.81 | -0.73 |
| Standard Deviation(%) | NA | 3.30 | 4.82 | 4.49 | 4.31 | NA | NA | … | … | 3.71 | 5.85 | 3.87 | 4.69 | 4.76 | 1.69 | 8.20 | 1.99 | 1.83 | 2.17 | 2.50 |
| Draw Down(%) | NA | 3.06 | 6.94 | 15.07 | 15.07 | NA | NA | … | … | 3.06 | 6.10 | 2.82 | 7.64 | 14.63 | 2.08 | 12.27 | 1.51 | 1.75 | 1.28 | 4.56 |
| Yield(%) | 0.00 | 3.35 | 3.31 | 2.65 | 2.86 | 1.95 | 1.46 | … | … | 1.15 | 3.49 | 3.33 | 3.17 | 2.18 | 2.04 | 2.61 | 3.25 | 3.37 | 3.58 | 2.74 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MNCLX (MFS NORTH CAROLINA MUNICIPAL BOND FUND I) |
-2.89%
Oct 2020 – Oct 2023 |
-0.09%
Oct 2017 – Oct 2022 |
2.02%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNCLX (MFS NORTH CAROLINA MUNICIPAL BOND FUND I) |
5.78%
Oct 2022 – Oct 2025 |
3.88%
Nov 2016 – Nov 2021 |
2.02%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart