Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSVAX (MFS VIRGINIA MUNICIPAL BOND FUND A) | 1.26% | 7.23% | 3.34% | 0.34% | 1.72% | 2.66% | 2.97% | … | … |
Data as of 06/11/2026, Common starting date is 11/30/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSVAX (MFS VIRGINIA MUNICIPAL BOND FUND A) | 11/30/1984 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 7.23 | 3.34 | 0.34 | 1.72 | 2.66 | 2.97 | … | … | 1.26 | 3.20 | 1.90 | 5.88 | -9.86 | 1.83 | 4.64 | 6.83 | 1.24 | 4.00 | 0.48 | 3.31 | 9.57 | -5.40 | 7.19 | 9.70 | 0.19 | 15.87 | -5.47 | 2.83 | 4.05 | 3.39 | 3.45 | 4.67 | 8.76 | 3.97 | 10.89 | -3.51 | 5.06 | 8.86 | 1.72 | 16.73 | -7.10 | 8.91 | 7.39 | 10.97 | 6.79 | 9.39 | 11.17 | 0.62 | 15.36 | 16.45 | 1.55 |
| Sharpe Ratio | NA | 1.42 | 0.02 | -0.45 | 0.03 | NA | NA | … | … | 0.19 | 0.05 | -0.44 | 0.46 | -2.30 | 1.11 | 0.53 | 3.07 | -0.08 | 1.63 | 0.11 | 1.66 | 4.69 | -1.49 | 3.17 | 3.15 | 0.03 | 5.11 | -0.94 | -0.13 | 0.29 | 0.48 | 0.81 | 1.28 | 2.46 | 0.54 | 2.47 | -2.53 | 0.56 | 1.65 | -0.41 | 2.70 | -2.04 | 1.96 | 1.64 | 3.37 | 0.50 | 1.80 | 2.25 | -0.61 | 3.25 | 3.25 | 3.18 |
| Standard Deviation(%) | NA | 3.22 | 4.88 | 4.59 | 4.36 | NA | NA | … | … | 3.55 | 5.92 | 3.94 | 4.91 | 4.92 | 1.63 | 8.28 | 1.74 | 1.74 | 2.06 | 2.35 | 1.97 | 2.04 | 3.65 | 2.27 | 3.07 | 3.07 | 3.09 | 6.84 | 2.47 | 2.20 | 2.38 | 3.05 | 3.08 | 3.10 | 2.82 | 2.69 | 2.72 | 2.83 | 3.13 | 4.71 | 4.72 | 4.98 | 3.42 | 2.97 | 2.08 | 2.55 | 1.91 | 2.79 | 5.87 | 3.37 | 3.37 | 4.83 |
| Draw Down(%) | NA | 3.17 | 7.61 | 15.08 | 15.08 | NA | NA | … | … | 3.17 | 6.42 | 2.76 | 8.39 | 14.69 | 1.98 | 12.11 | 1.31 | 1.66 | 1.60 | 4.74 | 2.06 | 1.12 | 9.15 | 1.92 | 3.42 | 5.87 | 2.19 | 11.71 | 1.93 | 1.23 | 1.83 | 4.77 | 4.37 | 3.57 | 3.51 | 3.23 | 5.67 | 1.89 | 2.32 | 5.58 | 3.31 | 11.42 | 2.85 | 3.04 | 1.26 | 2.89 | 1.34 | 2.06 | 11.17 | 3.55 | 1.98 | 0.00 |
| Yield(%) | 0.00 | 3.09 | 3.01 | 2.46 | 2.72 | 3.09 | 3.33 | … | … | 1.05 | 3.19 | 3.02 | 2.86 | 2.19 | 2.15 | 2.96 | 3.01 | 3.08 | 3.41 | 3.42 | 3.25 | 3.52 | 3.33 | 3.60 | 4.11 | 3.84 | 4.75 | 4.95 | 4.49 | 4.30 | 4.45 | 3.80 | 3.90 | 4.74 | 4.89 | 5.28 | 4.75 | 4.76 | 5.16 | 5.03 | 5.74 | 5.13 | 5.56 | 6.10 | 6.98 | 6.57 | 6.75 | 7.08 | 6.42 | 7.35 | 8.43 | 0.81 |
Data as of 06/11/2026, Common starting date is 11/30/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVAX (MFS VIRGINIA MUNICIPAL BOND FUND A) |
-3.46%
Oct 2020 – Oct 2023 |
-0.33%
Jul 2020 – Jul 2025 |
1.04%
Oct 2012 – Oct 2022 |
2.22%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSVAX (MFS VIRGINIA MUNICIPAL BOND FUND A) |
10.99%
Feb 1985 – Feb 1988 |
10.45%
Dec 1984 – Dec 1989 |
8.08%
Feb 1985 – Feb 1995 |
7.04%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart