Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPOAX (MFS CALIFORNIA MUNICIPAL BOND FUND R6) | 1.92% | 7.89% | 4.04% | 0.62% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPOAX (MFS CALIFORNIA MUNICIPAL BOND FUND R6) | 08/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 7.89 | 4.04 | 0.62 | NA | NA | NA | … | … | 1.92 | 3.09 | 2.83 | 7.14 | -11.50 | 3.16 | 4.09 | 8.53 | 1.06 | 1.57 |
| Sharpe Ratio | NA | 1.43 | 0.24 | -0.40 | NA | NA | NA | … | … | 0.36 | 0.03 | -0.21 | 0.72 | -2.36 | 1.64 | 0.43 | 3.20 | -0.15 | 1.08 |
| Standard Deviation(%) | NA | 3.47 | 4.99 | 4.78 | NA | NA | NA | … | … | 3.88 | 6.16 | 3.80 | 4.86 | 5.50 | 1.91 | 8.92 | 2.21 | 2.12 | 2.82 |
| Draw Down(%) | NA | 3.28 | 7.13 | 17.65 | NA | NA | NA | … | … | 3.28 | 6.52 | 2.71 | 6.99 | 17.01 | 2.32 | 13.37 | 1.67 | 1.97 | 1.52 |
| Yield(%) | 0.00 | 3.50 | 3.54 | 2.90 | 2.75 | 1.83 | 1.38 | … | … | 1.23 | 3.61 | 3.54 | 3.66 | 2.65 | 2.44 | 2.78 | 3.33 | 3.55 | 1.56 |
Data as of 06/04/2026, Common starting date is 08/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPOAX (MFS CALIFORNIA MUNICIPAL BOND FUND R6) |
-3.37%
Oct 2019 – Oct 2022 |
-0.12%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPOAX (MFS CALIFORNIA MUNICIPAL BOND FUND R6) |
6.26%
Oct 2022 – Oct 2025 |
2.02%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart