Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTALX (MFS MASSACHUSETTS MUNICIPAL BOND FUND I) | 1.74% | 7.23% | 3.81% | 0.73% | 2.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTALX (MFS MASSACHUSETTS 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 (%) | 0.34 | 7.23 | 3.81 | 0.73 | 2.03 | NA | NA | … | … | 1.74 | 3.18 | 2.45 | 6.47 | -9.99 | 2.19 | 4.01 | 7.50 | 1.01 | 5.01 | -1.29 |
| Sharpe Ratio | NA | 1.45 | 0.20 | -0.43 | 0.09 | NA | NA | … | … | 0.36 | 0.06 | -0.34 | 0.64 | -2.40 | 1.28 | 0.41 | 3.06 | -0.19 | 1.89 | -0.73 |
| Standard Deviation(%) | NA | 3.04 | 4.43 | 4.24 | 4.39 | NA | NA | … | … | 3.35 | 5.41 | 3.45 | 4.44 | 4.78 | 1.69 | 9.12 | 1.97 | 1.98 | 2.31 | 2.65 |
| Draw Down(%) | NA | 2.66 | 6.24 | 15.40 | 15.40 | NA | NA | … | … | 2.66 | 5.75 | 2.42 | 6.98 | 15.02 | 1.99 | 13.39 | 1.70 | 1.83 | 1.38 | 4.79 |
| Yield(%) | 0.00 | 3.29 | 3.28 | 2.67 | 2.96 | 2.02 | 1.51 | … | … | 1.16 | 3.40 | 3.29 | 3.21 | 2.38 | 2.16 | 2.68 | 3.40 | 3.54 | 4.00 | 2.86 |
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 |
|---|---|---|---|---|
| MTALX (MFS MASSACHUSETTS MUNICIPAL BOND FUND I) |
-3.05%
Oct 2019 – Oct 2022 |
-0.13%
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 |
|---|---|---|---|---|
| MTALX (MFS MASSACHUSETTS MUNICIPAL BOND FUND I) |
5.73%
Oct 2022 – Oct 2025 |
4.06%
Nov 2016 – Nov 2021 |
2.02%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart