Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND I) | 1.79% | 7.77% | 3.81% | 0.68% | 1.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTSCX (MFS SOUTH CAROLINA 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 (%) | 0.45 | 7.77 | 3.81 | 0.68 | 1.88 | NA | NA | … | … | 1.79 | 3.37 | 2.49 | 6.34 | -10.37 | 1.96 | 4.28 | 6.79 | 1.28 | 4.55 | -1.64 |
| Sharpe Ratio | NA | 1.42 | 0.20 | -0.41 | 0.06 | NA | NA | … | … | 0.36 | 0.08 | -0.30 | 0.55 | -2.39 | 1.22 | 0.54 | 2.93 | -0.05 | 1.82 | -0.88 |
| Standard Deviation(%) | NA | 3.42 | 4.84 | 4.56 | 4.20 | NA | NA | … | … | 3.80 | 5.82 | 3.78 | 4.88 | 4.96 | 1.58 | 7.41 | 1.81 | 1.89 | 2.15 | 2.73 |
| Draw Down(%) | NA | 3.18 | 7.20 | 15.64 | 15.64 | NA | NA | … | … | 3.18 | 6.02 | 2.72 | 8.04 | 15.26 | 1.97 | 11.05 | 1.50 | 1.52 | 1.59 | 5.12 |
| Yield(%) | 0.00 | 3.49 | 3.35 | 2.62 | 2.76 | 1.89 | 1.42 | … | … | 1.22 | 3.57 | 3.32 | 3.11 | 2.09 | 1.84 | 2.48 | 3.14 | 3.29 | 3.36 | 2.50 |
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 |
|---|---|---|---|---|
| MTSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND I) |
-3.47%
Oct 2020 – Oct 2023 |
-0.33%
Oct 2017 – Oct 2022 |
1.87%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTSCX (MFS SOUTH CAROLINA MUNICIPAL BOND FUND I) |
5.79%
Oct 2022 – Oct 2025 |
3.90%
Nov 2016 – Nov 2021 |
1.87%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart