Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSNYX (MFS NEW YORK MUNICIPAL BOND FUND A) | 1.81% | 7.85% | 4.04% | 0.43% | 1.90% | 2.94% | 3.17% | … | … |
Data as of 06/08/2026, Common starting date is 09/02/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSNYX (MFS NEW YORK MUNICIPAL BOND FUND A) | 09/02/1988 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 7.85 | 4.04 | 0.43 | 1.90 | 2.94 | 3.17 | … | … | 1.81 | 2.91 | 3.20 | 7.35 | -12.32 | 2.96 | 3.80 | 7.72 | 0.58 | 5.56 | 0.35 | 3.62 | 11.04 | -6.37 | 8.65 | 9.28 | 0.50 | 16.99 | -6.96 | 3.23 | 4.37 | 3.10 | 2.72 | 4.02 | 10.37 | 3.75 | 12.08 | -3.37 | 5.54 | 10.04 | 2.70 | 16.76 | -6.58 | 11.35 | 9.58 | 13.12 | 6.04 | 8.90 | 3.87 |
| Sharpe Ratio | NA | 1.44 | 0.14 | -0.42 | 0.06 | NA | NA | … | … | 0.46 | 0.00 | -0.09 | 0.69 | -2.58 | 1.62 | 0.43 | 3.01 | -0.42 | 2.19 | 0.05 | 1.67 | 5.50 | -1.71 | 3.57 | 2.91 | 0.04 | 4.38 | -0.99 | 0.03 | 0.42 | 0.35 | 0.51 | 0.93 | 2.63 | 0.42 | 2.74 | -2.41 | 0.70 | 1.90 | -0.20 | 2.54 | -1.98 | 2.37 | 2.13 | 4.10 | 0.16 | 1.09 | 2.61 |
| Standard Deviation(%) | NA | 3.46 | 5.28 | 4.97 | 4.61 | NA | NA | … | … | 3.81 | 6.16 | 4.46 | 5.42 | 5.35 | 1.81 | 8.26 | 2.08 | 1.93 | 2.24 | 2.59 | 2.15 | 2.00 | 3.74 | 2.43 | 3.18 | 9.18 | 3.86 | 7.99 | 2.57 | 2.25 | 2.41 | 3.38 | 3.54 | 3.50 | 3.11 | 2.87 | 2.79 | 2.97 | 3.34 | 4.63 | 5.03 | 4.88 | 3.86 | 3.30 | 2.23 | 3.44 | 2.72 | 2.60 |
| Draw Down(%) | NA | 3.13 | 7.98 | 17.86 | 17.86 | NA | NA | … | … | 3.13 | 6.50 | 3.18 | 8.38 | 17.26 | 2.25 | 12.83 | 1.75 | 1.87 | 1.24 | 5.58 | 2.30 | 1.06 | 10.11 | 1.95 | 3.70 | 11.17 | 2.62 | 14.26 | 1.71 | 1.35 | 2.24 | 5.54 | 5.35 | 3.95 | 4.17 | 3.33 | 5.92 | 2.03 | 2.38 | 5.38 | 3.83 | 11.27 | 3.51 | 4.02 | 1.31 | 3.80 | 2.02 | 1.86 |
| Yield(%) | 0.00 | 3.40 | 3.43 | 2.72 | 2.88 | 3.30 | 3.49 | … | … | 1.19 | 3.48 | 3.45 | 3.46 | 2.37 | 2.14 | 2.55 | 2.98 | 3.43 | 3.65 | 3.46 | 3.46 | 3.72 | 3.49 | 3.76 | 4.12 | 3.89 | 4.71 | 4.86 | 4.75 | 4.79 | 4.79 | 3.35 | 3.77 | 4.94 | 4.97 | 5.39 | 4.87 | 4.96 | 5.14 | 5.00 | 5.56 | 5.08 | 5.53 | 6.36 | 7.09 | 6.64 | 6.87 | 1.95 |
Data as of 06/08/2026, Common starting date is 09/02/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSNYX (MFS NEW YORK MUNICIPAL BOND FUND A) |
-3.66%
Oct 2019 – Oct 2022 |
-0.56%
Oct 2017 – Oct 2022 |
1.01%
Oct 2012 – Oct 2022 |
2.39%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSNYX (MFS NEW YORK MUNICIPAL BOND FUND A) |
12.90%
Sep 1990 – Sep 1993 |
9.89%
Nov 1988 – Nov 1993 |
7.70%
Nov 1988 – Nov 1998 |
6.88%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart