Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNYLX (MFS NEW YORK MUNICIPAL BOND FUND I) | 1.73% | 7.80% | 4.23% | 0.57% | 2.11% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNYLX (MFS NEW YORK MUNICIPAL BOND FUND I) | 04/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 7.80 | 4.23 | 0.57 | 2.11 | NA | NA | … | … | 1.73 | 3.18 | 3.52 | 7.51 | -12.05 | 3.24 | 4.01 | 7.95 | 0.86 | 5.75 | -1.35 |
| Sharpe Ratio | NA | 1.53 | 0.18 | -0.37 | 0.11 | NA | NA | … | … | 0.48 | 0.05 | -0.02 | 0.72 | -2.52 | 1.72 | 0.45 | 3.13 | -0.26 | 2.23 | -0.73 |
| Standard Deviation(%) | NA | 3.46 | 5.27 | 4.97 | 4.61 | NA | NA | … | … | 3.79 | 6.19 | 4.44 | 5.40 | 5.36 | 1.87 | 8.24 | 2.07 | 2.01 | 2.30 | 2.79 |
| Draw Down(%) | NA | 3.10 | 7.94 | 17.62 | 17.62 | NA | NA | … | … | 3.10 | 6.47 | 3.16 | 8.33 | 17.19 | 2.35 | 12.85 | 1.69 | 1.87 | 1.22 | 5.49 |
| Yield(%) | 0.00 | 3.60 | 3.65 | 2.92 | 3.10 | 2.13 | 1.60 | … | … | 1.26 | 3.72 | 3.67 | 3.71 | 2.59 | 2.41 | 2.80 | 3.24 | 3.68 | 3.90 | 2.80 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| MNYLX (MFS NEW YORK MUNICIPAL BOND FUND I) |
-3.45%
Oct 2019 – Oct 2022 |
-0.32%
Oct 2017 – Oct 2022 |
2.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNYLX (MFS NEW YORK MUNICIPAL BOND FUND I) |
6.59%
Oct 2022 – Oct 2025 |
4.52%
Nov 2016 – Nov 2021 |
2.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart