Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTNX (MFS TENNESSEE MUNICIPAL BOND FUND A) | NA | 2.83% | 4.38% | 3.56% | 3.13% | 3.55% | 3.81% | … | … |
Data as of 12/31/2021, Common starting date is 10/04/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTNX (MFS TENNESSEE MUNICIPAL BOND FUND A) | 10/04/1988 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 2.83 | 4.38 | 3.56 | 3.13 | 3.55 | 3.81 | … | … | 2.83 | 3.33 | 6.84 | 0.80 | 3.92 | 0.42 | 2.65 | 9.63 | -6.36 | 7.99 | 10.10 | 0.47 | 15.11 | -5.45 | 3.00 | 3.88 | 2.98 | 3.07 | 3.96 | 9.22 | 4.47 | 11.11 | -3.98 | 5.17 | 9.86 | 2.89 | 14.81 | -4.16 | 10.81 | 7.93 | 9.98 | 6.14 | 9.76 | 1.85 |
| Sharpe Ratio | NA | 1.14 | 0.78 | 0.71 | 0.82 | NA | NA | … | … | 1.14 | 0.39 | 3.07 | -0.32 | 1.62 | 0.09 | 1.36 | 4.69 | -1.78 | 3.36 | 3.40 | 0.12 | 4.51 | -0.93 | -0.01 | 0.28 | 0.35 | 0.65 | 1.06 | 2.66 | 0.75 | 2.56 | -2.53 | 0.65 | 1.98 | -0.13 | 2.76 | -1.67 | 3.07 | 1.90 | 3.06 | 0.29 | 1.66 | 1.09 |
| Standard Deviation(%) | NA | 2.45 | 4.90 | 3.98 | 3.35 | NA | NA | … | … | 2.45 | 7.93 | 1.77 | 1.69 | 2.05 | 2.46 | 1.93 | 2.05 | 3.59 | 2.39 | 2.97 | 3.11 | 3.33 | 6.83 | 2.55 | 2.10 | 2.32 | 3.27 | 3.09 | 3.06 | 2.92 | 2.76 | 2.85 | 2.84 | 3.20 | 4.49 | 3.97 | 4.25 | 2.84 | 2.90 | 2.03 | 2.96 | 2.44 | 2.35 |
| Draw Down(%) | NA | 1.87 | 12.51 | 12.51 | 12.51 | NA | NA | … | … | 1.87 | 12.51 | 1.32 | 1.72 | 1.57 | 4.90 | 2.47 | 1.25 | 9.76 | 1.96 | 2.79 | 6.13 | 2.19 | 11.58 | 1.84 | 1.14 | 1.95 | 5.08 | 4.40 | 3.35 | 3.59 | 3.34 | 6.10 | 2.01 | 1.99 | 4.66 | 2.46 | 8.54 | 2.13 | 3.05 | 1.11 | 3.33 | 1.75 | 1.23 |
| Yield(%) | 0.00 | 2.65 | 2.88 | 2.92 | 3.03 | 3.41 | 3.70 | … | … | 2.46 | 2.49 | 3.22 | 3.08 | 3.30 | 3.11 | 2.97 | 3.13 | 3.15 | 3.66 | 4.20 | 3.74 | 4.91 | 4.62 | 4.43 | 4.16 | 4.49 | 4.10 | 3.54 | 4.73 | 4.79 | 5.08 | 5.22 | 5.14 | 5.21 | 4.99 | 5.64 | 5.16 | 5.54 | 5.94 | 6.73 | 6.38 | 6.85 | 1.21 |
Data as of 12/31/2021, Common starting date is 10/04/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTNX (MFS TENNESSEE MUNICIPAL BOND FUND A) |
0.22%
Nov 2005 – Nov 2008 |
1.37%
Nov 2003 – Nov 2008 |
2.87%
Apr 2010 – Apr 2020 |
3.20%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTNX (MFS TENNESSEE MUNICIPAL BOND FUND A) |
10.58%
Sep 1990 – Sep 1993 |
9.02%
Jan 1989 – Jan 1994 |
7.31%
Nov 1988 – Nov 1998 |
6.50%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart