Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBVAX (MFS VIRGINIA MUNICIPAL BOND FUND B) | 1.01% | 6.49% | 2.58% | -0.40% | 0.94% | 1.88% | 2.20% | … | … |
Data as of 06/11/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBVAX (MFS VIRGINIA MUNICIPAL BOND FUND B) | 09/29/1993 | 06/11/2026 |
| 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 (%) | -0.29 | 6.49 | 2.58 | -0.40 | 0.94 | 1.88 | 2.20 | … | … | 1.01 | 2.44 | 1.10 | 5.01 | -10.46 | 1.06 | 3.62 | 6.04 | 0.38 | 3.33 | -0.27 | 2.54 | 8.76 | -6.11 | 6.40 | 8.81 | -0.51 | 15.15 | -6.18 | 2.22 | 3.36 | 2.70 | 2.89 | 4.82 | 7.99 | 3.34 | 10.10 | -4.15 | 4.36 | 8.26 | 0.90 | 16.00 | -7.87 | 0.14 |
| Sharpe Ratio | NA | 1.22 | -0.13 | -0.62 | -0.15 | NA | NA | … | … | 0.03 | -0.08 | -0.67 | 0.28 | -2.44 | 0.70 | 0.41 | 2.75 | -0.60 | 1.35 | -0.22 | 1.38 | 4.55 | -1.73 | 2.89 | 2.95 | -0.20 | 5.06 | -1.07 | -0.38 | -0.03 | 0.19 | 0.64 | 1.36 | 2.24 | 0.33 | 2.23 | -2.87 | 0.33 | 1.52 | -0.59 | 2.57 | -2.24 | -0.43 |
| Standard Deviation(%) | NA | 3.24 | 4.81 | 4.53 | 4.30 | NA | NA | … | … | 3.60 | 5.91 | 3.76 | 4.80 | 4.89 | 1.48 | 8.23 | 1.66 | 1.68 | 1.99 | 2.22 | 1.82 | 1.92 | 3.56 | 2.21 | 2.97 | 3.06 | 2.97 | 6.68 | 2.46 | 2.04 | 2.28 | 2.99 | 3.01 | 3.06 | 2.71 | 2.64 | 2.63 | 2.74 | 3.00 | 4.67 | 4.67 | 4.89 | 3.79 |
| Draw Down(%) | NA | 3.27 | 7.78 | 15.96 | 15.96 | NA | NA | … | … | 3.27 | 6.48 | 2.77 | 8.84 | 15.20 | 2.01 | 12.12 | 1.31 | 1.79 | 1.81 | 4.96 | 2.31 | 1.11 | 9.46 | 1.92 | 3.42 | 5.91 | 2.25 | 12.06 | 2.11 | 1.27 | 1.89 | 4.83 | 4.47 | 3.65 | 3.48 | 3.27 | 6.19 | 1.95 | 2.42 | 5.70 | 3.43 | 11.92 | 2.92 |
| Yield(%) | 0.00 | 2.37 | 2.28 | 1.80 | 2.00 | 2.34 | 2.61 | … | … | 0.81 | 2.46 | 2.24 | 2.14 | 1.50 | 1.40 | 1.97 | 2.25 | 2.34 | 2.67 | 2.67 | 2.50 | 2.73 | 2.62 | 2.84 | 3.37 | 3.13 | 3.97 | 4.33 | 3.83 | 3.63 | 3.78 | 3.26 | 4.04 | 4.10 | 4.19 | 4.63 | 4.10 | 4.10 | 4.50 | 4.33 | 4.96 | 4.36 | 1.46 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| MBVAX (MFS VIRGINIA MUNICIPAL BOND FUND B) |
-4.26%
Oct 2020 – Oct 2023 |
-1.13%
Jul 2020 – Jul 2025 |
0.26%
Oct 2012 – Oct 2022 |
1.42%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBVAX (MFS VIRGINIA MUNICIPAL BOND FUND B) |
8.42%
Nov 1994 – Nov 1997 |
6.15%
Jan 2000 – Jan 2005 |
5.41%
Nov 1994 – Nov 2004 |
4.70%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart