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MFS North Carolina Municipal Bond Fund;A

Ranked 42 out of 89 in Other States Municipal Debt Funds over 12 months

All calculations are in USD unless stated

The Fund seeks to provide current income exempt from federal and personal income taxes, if any. Not more than 1/3 of each fund's total assets may be invested in tax-exempt securities which are rated lower than the three highest grades recognized rating agencies or comparable unrated securities.

sector performance

Other States Municipal Debt Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 0.8% -0.2%
2017 4.4% 1.2% 1.8% 0.9% 0.5%
2016 0.2% 1.5% 2.3% -0.4% -3.1%
2015 3.1% 1.1% -0.9% 1.4% 1.4%
2014 9.6% 3.4% 2.7% 1.6% 1.6%
2013 -5.7% 0.1% -3.8% -2.2% 0.1%
2012 7.5% 1.9% 2.3% 2.6% 0.5%
2011 11.1% 0.2% 4.0% 3.8% 2.7%
2010 0.4% 1.1% 1.4% 3.0% -5.0%
2009 14.6% 5.8% 3.1% 6.3% -1.1%
2008 -4.5% -1.2% 1.0% -3.4% -0.9%
2007 2.8% 0.7% -0.8% 1.6% 1.2%
2006 4.0% 0.1% -0.1% 3.1% 0.9%
2005 3.2% -0.2% 2.7% -0.2% 0.8%
2004 3.7% 1.3% -2.1% 3.5% 1.0%
2003 4.8% 1.1% 2.7% -0.1% 1.1%
2002 9.5% 1.0% 3.7% 4.9% -0.2%
2001 4.1% 1.9% 0.6% 2.4% -0.9%
2000 11.2% 2.9% 1.2% 2.4% 4.4%
1999 -3.8% 0.6% -2.0% -1.2% -1.3%
1998 4.9% 0.8% 1.2% 2.8% 0.1%
1997 9.0% -0.5% 3.3% 3.1% 2.8%
1996 3.5% -2.0% 0.9% 2.5% 2.1%
1995 16.3% 7.0% 1.8% 2.0% 4.8%
1994 -6.4% -5.4% 1.1% 0.4% -2.4%
1993 10.8% 3.5% 3.0% 2.9% 1.0%
1992 7.0% -0.7% 3.6% 2.2% 1.7%
1991 11.0% 2.0% 1.8% 3.4% 3.4%
1990 6.3% 0.3% 1.9% 0.6% 3.4%
1989 9.1% 0.8% 5.0% 0.0% 3.1%
1988 9.7% 2.5% 2.4% 2.5% 2.0%
1987 0.0% 2.8% -4.2% -2.7% 4.4%
1986 17.3% 8.9% -0.5% 4.6% 3.4%
1985 20.4% 3.7% 7.1% -0.9% 9.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/10/1984
  • Share Class size292Mn
  • Base currencyUSD
  • ISINUS55273N8719

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.44%
  • Initial investment0