Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBABX (MFS ALABAMA MUNICIPAL BOND FUND B) | 1.25% | 6.73% | 2.89% | -0.39% | 0.93% | 1.94% | 2.28% | … | … |
Data as of 06/08/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBABX (MFS ALABAMA MUNICIPAL BOND FUND B) | 09/29/1993 | 06/08/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 6.73 | 2.89 | -0.39 | 0.93 | 1.94 | 2.28 | … | … | 1.25 | 2.65 | 0.91 | 5.61 | -11.44 | 1.10 | 3.27 | 6.23 | 0.28 | 3.71 | -0.51 | 2.29 | 9.16 | -5.42 | 6.84 | 9.42 | -0.78 | 14.41 | -5.82 | 2.64 | 3.55 | 1.98 | 2.05 | 4.77 | 8.57 | 3.26 | 11.90 | -3.81 | 4.07 | 8.42 | 1.87 | 15.13 | -5.76 | 1.20 |
| Sharpe Ratio | NA | 1.22 | -0.08 | -0.64 | -0.16 | NA | NA | … | … | 0.12 | -0.04 | -0.67 | 0.41 | -2.65 | 0.66 | 0.37 | 2.58 | -0.61 | 1.53 | -0.31 | 1.17 | 5.05 | -1.84 | 3.36 | 3.08 | -0.24 | 3.70 | -0.98 | -0.21 | 0.07 | -0.13 | 0.35 | 1.27 | 2.30 | 0.29 | 1.94 | -2.73 | 0.24 | 1.57 | -0.38 | 2.81 | -1.94 | 0.75 |
| Standard Deviation(%) | NA | 3.15 | 4.84 | 4.54 | 4.31 | NA | NA | … | … | 3.49 | 5.81 | 4.07 | 4.78 | 4.87 | 1.64 | 8.14 | 1.84 | 1.79 | 2.00 | 2.36 | 1.93 | 1.81 | 2.97 | 2.04 | 3.05 | 3.59 | 3.86 | 6.91 | 2.41 | 2.00 | 2.15 | 3.04 | 3.20 | 3.23 | 2.81 | 3.95 | 2.63 | 2.51 | 3.01 | 4.64 | 3.97 | 4.55 | 3.41 |
| Draw Down(%) | NA | 3.13 | 7.06 | 16.95 | 16.95 | NA | NA | … | … | 3.13 | 6.13 | 3.01 | 8.23 | 16.26 | 2.16 | 11.55 | 1.62 | 1.91 | 1.62 | 5.22 | 2.16 | 1.10 | 8.85 | 1.74 | 3.47 | 7.21 | 2.59 | 11.63 | 1.97 | 1.18 | 1.91 | 5.14 | 5.24 | 4.01 | 3.93 | 3.50 | 5.82 | 1.66 | 1.56 | 4.90 | 2.65 | 10.16 | 2.67 |
| Yield(%) | 0.00 | 2.37 | 2.31 | 1.69 | 1.89 | 2.33 | 2.66 | … | … | 0.82 | 2.46 | 2.26 | 2.14 | 1.24 | 0.82 | 1.49 | 2.06 | 2.52 | 2.68 | 2.71 | 2.82 | 2.98 | 2.92 | 3.03 | 3.34 | 3.34 | 4.71 | 4.27 | 3.90 | 4.05 | 3.63 | 3.38 | 3.85 | 4.26 | 4.36 | 4.78 | 5.40 | 4.54 | 5.67 | 4.18 | 4.71 | 4.23 | 1.28 |
Data as of 06/08/2026, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBABX (MFS ALABAMA MUNICIPAL BOND FUND B) |
-4.39%
Oct 2020 – Oct 2023 |
-1.25%
Oct 2017 – Oct 2022 |
0.21%
Oct 2012 – Oct 2022 |
1.45%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBABX (MFS ALABAMA MUNICIPAL BOND FUND B) |
8.71%
May 2000 – May 2003 |
6.34%
Jan 2000 – Jan 2005 |
5.62%
Nov 1994 – Nov 2004 |
4.83%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart