Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWVIX (MFS WEST VIRGINIA MUNICIPAL BOND FUND I) | 1.60% | 7.79% | 3.78% | 0.98% | 2.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWVIX (MFS WEST VIRGINIA 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 | 7.79 | 3.78 | 0.98 | 2.04 | NA | NA | … | … | 1.60 | 3.71 | 2.30 | 6.35 | -9.21 | 2.29 | 4.40 | 6.40 | 1.26 | 4.20 | -1.12 |
| Sharpe Ratio | NA | 1.53 | 0.20 | -0.35 | 0.10 | NA | NA | … | … | 0.27 | 0.14 | -0.34 | 0.57 | -2.28 | 1.45 | 0.67 | 2.66 | -0.07 | 1.69 | -0.71 |
| Standard Deviation(%) | NA | 3.16 | 4.81 | 4.48 | 3.93 | NA | NA | … | … | 3.33 | 5.87 | 3.88 | 4.80 | 4.69 | 1.56 | 6.18 | 1.85 | 1.80 | 2.11 | 2.41 |
| Draw Down(%) | NA | 2.76 | 6.85 | 14.13 | 14.13 | NA | NA | … | … | 2.76 | 5.96 | 2.63 | 7.35 | 13.90 | 1.62 | 9.38 | 1.21 | 1.63 | 1.48 | 4.55 |
| Yield(%) | 0.00 | 3.26 | 3.25 | 2.72 | 2.92 | 1.99 | 1.50 | … | … | 1.14 | 3.36 | 3.25 | 3.22 | 2.42 | 2.46 | 2.89 | 3.38 | 3.39 | 3.53 | 2.61 |
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 |
|---|---|---|---|---|
| MWVIX (MFS WEST VIRGINIA MUNICIPAL BOND FUND I) |
-2.85%
Oct 2020 – Oct 2023 |
0.01%
Oct 2017 – Oct 2022 |
2.03%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWVIX (MFS WEST VIRGINIA MUNICIPAL BOND FUND I) |
5.67%
Oct 2022 – Oct 2025 |
3.83%
Nov 2016 – Nov 2021 |
2.03%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart