Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPALX (MFS PENNSYLVANIA MUNICIPAL BOND FUND I) | 1.64% | 7.82% | 4.04% | 0.83% | 2.27% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPALX (MFS PENNSYLVANIA 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 (%) | 0.66 | 7.82 | 4.04 | 0.83 | 2.27 | NA | NA | … | … | 1.64 | 3.72 | 3.10 | 5.61 | -10.04 | 2.67 | 4.74 | 7.51 | 1.52 | 5.23 | -0.80 |
| Sharpe Ratio | NA | 1.53 | 0.25 | -0.41 | 0.15 | NA | NA | … | … | 0.30 | 0.15 | -0.14 | 0.44 | -2.41 | 1.53 | 0.57 | 2.94 | 0.08 | 2.09 | -0.49 |
| Standard Deviation(%) | NA | 3.03 | 4.53 | 4.30 | 4.16 | NA | NA | … | … | 3.34 | 5.47 | 3.66 | 4.49 | 4.77 | 1.73 | 7.84 | 2.05 | 1.82 | 2.19 | 2.65 |
| Draw Down(%) | NA | 2.92 | 6.82 | 15.64 | 15.64 | NA | NA | … | … | 2.92 | 5.71 | 2.58 | 7.48 | 15.29 | 2.04 | 11.78 | 1.49 | 1.58 | 1.22 | 4.91 |
| Yield(%) | 0.00 | 3.38 | 3.37 | 2.72 | 3.02 | 2.06 | 1.55 | … | … | 1.18 | 3.48 | 3.37 | 3.33 | 2.32 | 2.15 | 2.83 | 3.47 | 3.61 | 3.81 | 2.74 |
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 |
|---|---|---|---|---|
| MPALX (MFS PENNSYLVANIA MUNICIPAL BOND FUND I) |
-2.93%
Oct 2020 – Oct 2023 |
0.17%
Oct 2017 – Oct 2022 |
2.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPALX (MFS PENNSYLVANIA MUNICIPAL BOND FUND I) |
5.90%
Oct 2022 – Oct 2025 |
4.48%
Nov 2016 – Nov 2021 |
2.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart