Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBFLX (MFS FL Municipal Bond B) | NA | 5.96% | 8.76% | 2.64% | 3.70% | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 08/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBFLX (MFS FL Municipal Bond B) | 08/19/1997 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.96 | 8.76 | 2.64 | 3.70 | NA | NA | … | … | 6.31 | 1.27 | 15.45 | -8.71 | 0.70 | 3.74 | 3.22 | 3.72 | 4.28 | 8.42 | 3.82 | 10.71 | -4.34 | 4.65 | 3.62 |
| Sharpe Ratio | NA | 1.91 | 2.67 | 0.43 | 0.69 | NA | NA | … | … | 2.36 | 0.40 | 4.51 | -1.33 | -1.03 | 0.21 | 0.46 | 0.87 | 1.06 | 2.28 | 0.53 | 2.59 | -2.84 | 0.46 | 2.32 |
| Standard Deviation(%) | NA | 3.11 | 3.25 | 4.16 | 3.59 | NA | NA | … | … | 2.83 | 2.94 | 3.40 | 7.21 | 2.26 | 2.15 | 2.29 | 3.20 | 3.37 | 3.21 | 2.89 | 2.58 | 2.66 | 2.87 | 2.87 |
| Draw Down(%) | NA | 3.53 | 6.62 | 14.33 | 14.33 | NA | NA | … | … | 3.21 | 4.75 | 2.10 | 14.33 | 2.54 | 1.39 | 2.01 | 4.90 | 5.29 | 3.86 | 3.78 | 2.89 | 6.47 | 2.31 | 1.29 |
| Yield(%) | 0.00 | 2.99 | 3.90 | 3.39 | 3.78 | 3.72 | 2.79 | … | … | 2.70 | 3.39 | 4.28 | 3.90 | 3.64 | 3.65 | 3.75 | 3.90 | 3.99 | 4.38 | 4.26 | 4.63 | 4.11 | 4.14 | 1.78 |
Data as of 12/09/2011, Common starting date is 08/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFLX (MFS FL Municipal Bond B) |
-1.57%
Dec 2005 – Dec 2008 |
0.42%
Dec 2003 – Dec 2008 |
2.41%
Dec 1998 – Dec 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFLX (MFS FL Municipal Bond B) |
8.63%
May 2000 – May 2003 |
6.49%
Jan 2000 – Jan 2005 |
4.46%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
