Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCCAX (MFS California Municipal Fund) | NA | 8.72% | 4.09% | 1.13% | 3.64% | -0.03% | NA | … | … |
Data as of 01/31/2020, Common starting date is 03/07/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCCAX (MFS California Municipal Fund) | 03/07/2001 | 01/31/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.72 | 4.09 | 1.13 | 3.64 | -0.03 | NA | … | … | 0.00 | 9.48 | -1.21 | 4.55 | -4.47 | 1.19 | 18.55 | -6.84 | 14.20 | 12.42 | -8.76 | 20.56 | -33.09 | -11.34 | 1.20 | -1.51 | -0.26 | -2.49 | 1.69 | -2.16 |
| Sharpe Ratio | NA | 4.27 | 1.12 | 0.12 | 0.68 | NA | NA | … | … | 0.00 | 4.25 | -1.04 | 1.17 | -1.09 | 0.35 | 6.02 | -1.10 | 2.71 | 1.84 | -1.16 | 2.23 | -2.05 | -2.99 | -0.56 | -0.94 | -0.22 | -0.46 | 0.11 | -1.06 |
| Standard Deviation(%) | NA | 1.71 | 2.59 | 3.13 | 4.81 | NA | NA | … | … | NA | 1.88 | 2.52 | 3.35 | 4.29 | 3.28 | 3.08 | 6.27 | 5.26 | 6.74 | 7.63 | 9.18 | 16.55 | 4.87 | 3.94 | 4.01 | 5.75 | 7.00 | 5.07 | 4.60 |
| Draw Down(%) | NA | 0.93 | 5.06 | 11.55 | 19.65 | NA | NA | … | … | 0.00 | 0.93 | 4.41 | 2.26 | 11.55 | 5.68 | 1.88 | 14.78 | 3.36 | 7.04 | 15.57 | 10.04 | 41.20 | 13.08 | 5.09 | 6.36 | 10.35 | 12.77 | 6.99 | 7.11 |
| Yield(%) | 0.00 | 1.99 | 2.38 | 1.34 | 2.02 | 0.94 | 0.69 | … | … | 0.00 | 2.28 | 3.37 | 1.43 | 0.00 | 0.40 | 5.54 | 4.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/31/2020, Common starting date is 03/07/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCCAX (MFS California Municipal Fund) |
-15.64%
Dec 2005 – Dec 2008 |
-10.02%
Dec 2003 – Dec 2008 |
-4.15%
Apr 2001 – Apr 2011 |
-1.08%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCCAX (MFS California Municipal Fund) |
9.86%
Aug 2013 – Aug 2016 |
8.46%
Jan 2011 – Jan 2016 |
4.53%
Dec 2008 – Dec 2018 |
0.27%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart