Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCFTX (MFS CALIFORNIA MUNICIPAL BOND FUND A) | 1.73% | 7.81% | 3.91% | 0.43% | 2.07% | 3.63% | 3.53% | … | … |
Data as of 06/08/2026, Common starting date is 09/10/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCFTX (MFS CALIFORNIA MUNICIPAL BOND FUND A) | 09/10/1985 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 7.81 | 3.91 | 0.43 | 2.07 | 3.63 | 3.53 | … | … | 1.73 | 2.89 | 2.73 | 6.98 | -11.60 | 2.96 | 4.04 | 8.33 | 0.95 | 6.14 | 0.95 | 4.57 | 12.12 | -4.66 | 10.34 | 12.42 | 0.83 | 18.64 | -10.07 | 1.12 | 4.90 | 4.01 | 4.84 | 5.82 | 9.03 | 4.71 | 11.91 | -3.40 | 6.47 | 9.83 | 2.96 | 17.97 | -8.13 | 11.84 | 8.86 | 12.05 | 6.42 | 9.84 | 10.86 | -1.29 | 20.72 | 1.99 |
| Sharpe Ratio | NA | 1.39 | 0.13 | -0.42 | 0.09 | NA | NA | … | … | 0.40 | 0.00 | -0.23 | 0.69 | -2.32 | 1.47 | 0.42 | 3.13 | -0.19 | 2.10 | 0.25 | 1.85 | 5.44 | -1.20 | 4.01 | 3.38 | 0.18 | 4.11 | -1.37 | -0.70 | 0.59 | 0.64 | 1.02 | 1.33 | 2.24 | 0.70 | 2.47 | -2.19 | 0.97 | 1.76 | -0.14 | 2.83 | -2.02 | 2.29 | 1.81 | 3.36 | 0.27 | 1.56 | 1.73 | -0.66 | 3.10 | 0.26 |
| Standard Deviation(%) | NA | 3.57 | 5.08 | 4.88 | 4.73 | NA | NA | … | … | 3.94 | 6.34 | 3.92 | 4.83 | 5.63 | 1.99 | 8.91 | 2.19 | 2.25 | 2.62 | 2.89 | 2.46 | 2.22 | 3.91 | 2.59 | 3.67 | 4.16 | 4.51 | 8.01 | 2.92 | 2.52 | 2.73 | 3.79 | 3.84 | 3.52 | 3.29 | 3.11 | 3.09 | 3.09 | 3.48 | 5.01 | 4.94 | 5.55 | 4.21 | 3.49 | 2.41 | 3.42 | 2.50 | 3.45 | 8.31 | 5.25 | 5.38 |
| Draw Down(%) | NA | 3.38 | 7.22 | 17.85 | 17.85 | NA | NA | … | … | 3.38 | 6.69 | 2.69 | 7.14 | 17.15 | 2.35 | 13.44 | 1.59 | 1.97 | 1.48 | 5.95 | 2.43 | 1.34 | 9.71 | 1.78 | 3.93 | 7.66 | 4.15 | 16.44 | 3.38 | 1.37 | 2.42 | 5.87 | 5.57 | 4.75 | 3.79 | 3.55 | 5.93 | 2.02 | 2.41 | 5.56 | 3.53 | 12.35 | 4.34 | 3.95 | 1.19 | 3.88 | 1.81 | 3.07 | 15.36 | 3.50 | 2.66 |
| Yield(%) | 0.00 | 3.38 | 3.40 | 2.76 | 2.96 | 3.66 | 3.66 | … | … | 1.18 | 3.48 | 3.39 | 3.48 | 2.52 | 2.29 | 2.64 | 3.16 | 3.39 | 3.69 | 3.49 | 3.63 | 4.05 | 3.81 | 4.08 | 4.58 | 4.58 | 5.24 | 4.61 | 4.32 | 4.60 | 4.94 | 4.88 | 5.83 | 5.01 | 4.97 | 5.32 | 4.68 | 4.94 | 5.26 | 5.24 | 6.04 | 5.23 | 5.88 | 6.36 | 7.04 | 6.32 | 6.36 | 6.44 | 5.90 | 7.27 | 2.37 |
Data as of 06/08/2026, Common starting date is 09/10/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFTX (MFS CALIFORNIA MUNICIPAL BOND FUND A) |
-3.48%
Oct 2019 – Oct 2022 |
-0.24%
Oct 2017 – Oct 2022 |
1.72%
Oct 2012 – Oct 2022 |
2.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFTX (MFS CALIFORNIA MUNICIPAL BOND FUND A) |
12.51%
Sep 1990 – Sep 1993 |
10.57%
Aug 1988 – Aug 1993 |
8.61%
Dec 1985 – Dec 1995 |
7.65%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart