Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTNLX (MFS TENNESSEE MUNICIPAL BOND FUND I) | NA | 0.21% | 3.63% | 3.23% | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTNLX (MFS TENNESSEE MUNICIPAL BOND FUND I) | 04/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.21 | 3.63 | 3.23 | NA | NA | NA | … | … | 0.21 | 3.43 | 5.68 | -0.35 | 4.19 | -1.33 |
| Sharpe Ratio | NA | 0.07 | 0.63 | 0.63 | NA | NA | NA | … | … | 0.07 | 0.40 | 2.62 | -0.98 | 1.76 | -0.75 |
| Standard Deviation(%) | NA | 2.58 | 4.92 | 4.01 | NA | NA | NA | … | … | 2.58 | 7.92 | 1.64 | 1.72 | 2.03 | 2.63 |
| Draw Down(%) | NA | 2.77 | 12.50 | 12.50 | NA | NA | NA | … | … | 2.77 | 12.50 | 1.61 | 2.29 | 1.48 | 4.86 |
| Yield(%) | 0.00 | 2.88 | 3.14 | 3.16 | 1.77 | 1.18 | 0.89 | … | … | 2.66 | 2.75 | 3.48 | 3.31 | 3.52 | 2.51 |
Data as of 12/31/2021, 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 |
|---|---|---|---|---|
| MTNLX (MFS TENNESSEE MUNICIPAL BOND FUND I) |
1.94%
Apr 2017 – Apr 2020 |
2.90%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTNLX (MFS TENNESSEE MUNICIPAL BOND FUND I) |
4.83%
Feb 2017 – Feb 2020 |
3.76%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart