Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND A) | 1.56% | 7.26% | 3.58% | 0.50% | 1.73% | 2.69% | 2.99% | … | … |
Data as of 06/11/2026, Common starting date is 11/30/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND A) | 11/30/1984 | 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 | 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 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 7.26 | 3.58 | 0.50 | 1.73 | 2.69 | 2.99 | … | … | 1.56 | 3.18 | 2.29 | 5.88 | -9.74 | 2.17 | 3.81 | 6.84 | 0.69 | 4.35 | 0.21 | 3.05 | 9.58 | -5.73 | 7.45 | 11.05 | 0.03 | 14.58 | -4.49 | 2.78 | 4.02 | 3.20 | 3.22 | 4.29 | 9.52 | 4.10 | 11.22 | -3.83 | 4.97 | 9.06 | 3.52 | 16.27 | -7.14 | 10.53 | 7.05 | 10.49 | 5.85 | 9.12 | 9.72 | -0.04 | 15.58 | 19.91 | 1.68 |
| Sharpe Ratio | NA | 1.46 | 0.07 | -0.43 | 0.03 | NA | NA | … | … | 0.39 | 0.05 | -0.34 | 0.48 | -2.36 | 1.33 | 0.44 | 2.90 | -0.39 | 1.82 | 0.00 | 1.54 | 5.03 | -1.70 | 3.11 | 3.34 | -0.02 | 4.46 | -0.81 | -0.15 | 0.27 | 0.40 | 0.69 | 1.07 | 2.62 | 0.59 | 2.54 | -2.58 | 0.57 | 1.66 | -0.03 | 2.65 | -2.04 | 2.76 | 1.50 | 3.46 | 0.14 | 1.55 | 1.61 | -0.58 | 2.71 | 3.90 | 3.56 |
| Standard Deviation(%) | NA | 3.15 | 4.76 | 4.45 | 4.26 | NA | NA | … | … | 3.54 | 5.78 | 3.91 | 4.64 | 4.75 | 1.61 | 8.15 | 1.85 | 1.78 | 2.04 | 2.32 | 1.96 | 1.90 | 3.40 | 2.40 | 3.30 | 3.31 | 3.24 | 6.68 | 2.47 | 2.19 | 2.34 | 3.26 | 3.33 | 3.20 | 2.83 | 2.75 | 2.80 | 2.66 | 3.23 | 4.70 | 4.64 | 5.02 | 3.02 | 3.02 | 1.89 | 2.44 | 2.04 | 2.98 | 7.27 | 4.13 | 3.70 | 4.87 |
| Draw Down(%) | NA | 3.10 | 6.93 | 15.25 | 15.25 | NA | NA | … | … | 3.10 | 6.16 | 2.90 | 7.80 | 14.78 | 2.06 | 12.21 | 1.59 | 1.75 | 1.34 | 4.72 | 2.17 | 1.05 | 9.48 | 1.81 | 3.28 | 6.44 | 2.50 | 11.42 | 2.10 | 1.43 | 2.17 | 5.26 | 4.76 | 3.79 | 3.57 | 3.26 | 5.97 | 1.62 | 2.28 | 5.09 | 3.16 | 11.76 | 2.41 | 3.48 | 1.17 | 2.41 | 1.58 | 2.25 | 14.45 | 3.72 | 1.93 | 0.00 |
| Yield(%) | 0.00 | 3.14 | 3.08 | 2.42 | 2.62 | 3.07 | 3.30 | … | … | 1.08 | 3.25 | 3.08 | 2.91 | 1.93 | 1.81 | 2.38 | 2.99 | 3.14 | 3.34 | 3.37 | 3.32 | 3.53 | 3.66 | 3.98 | 3.97 | 3.71 | 4.63 | 4.49 | 4.38 | 4.42 | 4.62 | 4.21 | 3.97 | 4.80 | 4.88 | 5.28 | 4.73 | 4.77 | 5.07 | 4.96 | 5.50 | 4.97 | 5.36 | 5.86 | 6.85 | 6.37 | 6.56 | 6.85 | 6.36 | 7.25 | 8.47 | 0.73 |
Data as of 06/11/2026, Common starting date is 11/30/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND A) |
-3.13%
Oct 2020 – Oct 2023 |
-0.34%
Oct 2017 – Oct 2022 |
0.86%
Oct 2012 – Oct 2022 |
2.20%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND A) |
12.19%
Feb 1985 – Feb 1988 |
10.65%
Dec 1984 – Dec 1989 |
8.24%
Mar 1985 – Mar 1995 |
7.17%
Dec 1984 – Dec 1999 |
Annualized Rolling Returns Comparison Chart