Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGATX (MFS GEORGIA MUNICIPAL BOND FUND I) | 1.59% | 7.95% | 3.81% | 0.70% | 1.92% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGATX (MFS GEORGIA MUNICIPAL BOND FUND I) | 04/05/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 7.95 | 3.81 | 0.70 | 1.92 | NA | NA | … | … | 1.59 | 3.72 | 2.20 | 6.70 | -10.08 | 2.32 | 3.80 | 7.12 | 0.99 | 4.59 | -1.37 |
| Sharpe Ratio | NA | 1.52 | 0.10 | -0.38 | 0.07 | NA | NA | … | … | 0.34 | 0.14 | -0.35 | 0.63 | -2.31 | 1.42 | 0.44 | 2.90 | -0.21 | 1.81 | -0.78 |
| Standard Deviation(%) | NA | 3.32 | 4.90 | 4.62 | 4.37 | NA | NA | … | … | 3.63 | 5.93 | 4.02 | 4.84 | 5.00 | 1.62 | 8.12 | 1.95 | 1.87 | 2.18 | 2.63 |
| Draw Down(%) | NA | 3.13 | 7.21 | 15.55 | 15.55 | NA | NA | … | … | 3.13 | 6.16 | 2.90 | 7.74 | 15.24 | 2.06 | 11.85 | 1.59 | 1.66 | 1.49 | 4.71 |
| Yield(%) | 0.00 | 3.27 | 3.18 | 2.52 | 2.68 | 1.84 | 1.38 | … | … | 1.14 | 3.36 | 3.13 | 3.05 | 2.09 | 1.81 | 2.31 | 2.95 | 3.20 | 3.40 | 2.47 |
Data as of 06/10/2026, Common starting date is 04/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGATX (MFS GEORGIA MUNICIPAL BOND FUND I) |
-3.11%
Oct 2019 – Oct 2022 |
-0.28%
Oct 2017 – Oct 2022 |
1.97%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGATX (MFS GEORGIA MUNICIPAL BOND FUND I) |
5.96%
Oct 2022 – Oct 2025 |
3.86%
Nov 2016 – Nov 2021 |
1.97%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart