Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND B) | 1.41% | 6.74% | 2.87% | -0.15% | 1.01% | 1.95% | 2.26% | … | … |
Data as of 06/08/2026, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBNCX (MFS NORTH CAROLINA 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 (%) | 0.18 | 6.74 | 2.87 | -0.15 | 1.01 | 1.95 | 2.26 | … | … | 1.41 | 2.51 | 1.53 | 5.01 | -10.42 | 1.50 | 2.96 | 6.14 | -0.16 | 3.59 | -0.46 | 2.30 | 8.77 | -6.44 | 6.57 | 10.36 | -0.74 | 13.79 | -5.10 | 2.20 | 3.40 | 2.45 | 2.72 | 4.26 | 8.73 | 3.32 | 10.62 | -4.45 | 4.28 | 8.31 | 2.75 | 15.34 | -7.91 | 0.80 |
| Sharpe Ratio | NA | 1.22 | -0.10 | -0.60 | -0.15 | NA | NA | … | … | 0.17 | -0.07 | -0.55 | 0.30 | -2.50 | 0.93 | 0.33 | 2.60 | -0.91 | 1.54 | -0.30 | 1.21 | 4.88 | -1.95 | 2.82 | 3.18 | -0.26 | 4.43 | -0.90 | -0.40 | -0.01 | 0.08 | 0.55 | 1.08 | 2.39 | 0.33 | 2.46 | -2.82 | 0.31 | 1.48 | -0.19 | 2.51 | -2.24 | 0.29 |
| Standard Deviation(%) | NA | 3.10 | 4.71 | 4.42 | 4.23 | NA | NA | … | … | 3.48 | 5.73 | 3.81 | 4.64 | 4.76 | 1.58 | 8.12 | 1.79 | 1.69 | 1.91 | 2.22 | 1.89 | 1.79 | 3.33 | 2.33 | 3.25 | 3.25 | 3.09 | 6.71 | 2.38 | 2.17 | 2.34 | 3.14 | 3.27 | 3.17 | 2.71 | 2.60 | 2.78 | 2.60 | 3.13 | 4.59 | 4.53 | 4.91 | 3.24 |
| Draw Down(%) | NA | 3.10 | 7.02 | 15.94 | 15.94 | NA | NA | … | … | 3.10 | 6.14 | 2.90 | 8.08 | 15.27 | 2.07 | 12.22 | 1.51 | 1.96 | 1.39 | 4.94 | 2.37 | 1.20 | 9.74 | 1.82 | 3.37 | 6.65 | 2.65 | 11.86 | 2.37 | 1.45 | 2.23 | 5.32 | 4.96 | 3.87 | 3.55 | 3.23 | 6.38 | 1.76 | 2.47 | 5.13 | 3.27 | 12.26 | 2.39 |
| Yield(%) | 0.00 | 2.44 | 2.35 | 1.77 | 1.94 | 2.34 | 2.60 | … | … | 0.84 | 2.51 | 2.33 | 2.18 | 1.26 | 1.07 | 1.64 | 2.22 | 2.40 | 2.60 | 2.62 | 2.60 | 2.75 | 2.96 | 3.21 | 3.24 | 3.02 | 3.87 | 3.88 | 3.74 | 3.83 | 3.97 | 3.65 | 3.93 | 4.13 | 4.22 | 4.62 | 4.11 | 4.11 | 4.37 | 4.23 | 4.63 | 4.27 | 1.36 |
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 |
|---|---|---|---|---|
| MBNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND B) |
-3.88%
Oct 2020 – Oct 2023 |
-1.06%
Oct 2017 – Oct 2022 |
0.11%
Oct 2012 – Oct 2022 |
1.44%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND B) |
8.89%
Nov 1994 – Nov 1997 |
6.20%
Jan 2000 – Jan 2005 |
5.57%
Nov 1994 – Nov 2004 |
4.79%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart