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MFS AL Municipal Bond B (MBABX)

9.28 -0.03 (-0.32%)
At close: 8:00 PM EDT

Fund Summary

The fund invests, under normal market conditions, at least 80% of its net assets in securities and other investments, the interest on which is exempt from federal income tax and personal income tax, if any, of Alabama. Interest from the fund's investments may be subject to the federal alternative minimum tax. The adviser normally invests the fund's assets primarily in municipal instruments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 14.42%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 7

Performance & Risk

YTD Return -2.13%
5y Average Return -0.22%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MBABXCategory AverageMBABXCategory AverageMBABXCategory Average
Alpha -0.86 -0.01 -1.31 -0 -1.24 -0.01
BETA 1.15 0.01 1.13 0.01 1.08 0.01
Mean Annual Return -0.12 0 0.04 0 0.14 0
R-squared 97.82 0.96 97.8 0.95 96.7 0.92
Standard Deviation 8.59 0.04 7.36 0.04 5.52 0.04
Sharpe Ratio -0.52 0.01 -0.23 0 0.03 0.01
Treynor Ratio -4.15 0.03 -1.77 0.02 0 0.03

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