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MFS CA Municipal Bond A (MCFTX)

Nasdaq - Nasdaq Precio retrasado. Divisa en USD.
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5.53-0.01 (-0.18%)
Al cierre: 08:05AM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado-0.10%
Retorno promedio a 5 años0.90%
Número de años al alza32
Número de años a la baja6
Mejor retorno total a 1 año (21 may 2024)18.63%
Peor retorno total en 1 año (21 may 2024)N/D
Mejor retorno total a 3 años18.63%
Peor retorno total en 3 años-1.83%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoMCFTXCategoría
AIF-0.84%1.88%
1 mes-1.16%0.44%
3 meses-0.78%2.15%
1 año3.16%5.80%
3 años-1.60%5.09%
5 años0.96%3.20%
10 años2.69%5.08%
Último mercado alcista10.79%7.56%
Último mercado bajista-5.31%8.23%

Historial del rendimiento total anual (%)

Año
MCFTXCategoría
2024
N/DN/D
2023
6.97%N/D
2022
-11.63%N/D
2021
2.93%N/D
2020
4.00%4.59%
2019
8.33%8.09%
2018
0.94%0.62%
2017
6.14%5.91%
2016
0.95%0.07%
2015
4.56%3.72%
2014
12.11%12.07%
2013
-4.68%-3.71%
2012
10.29%10.42%
2011
12.35%11.74%
2010
0.84%1.77%
2009
18.63%17.38%
2008
-10.07%-11.05%
2007
1.18%0.71%
2006
4.83%4.58%
2005
3.92%3.93%
2004
4.71%4.37%
2003
4.73%4.27%
2002
9.05%8.03%
2001
4.73%3.84%
2000
11.94%12.79%
1999
-3.32%-4.60%
1998
6.46%5.96%
1997
9.79%8.53%
1996
2.93%4.35%
1995
18.01%18.10%
1994
-8.06%-5.97%
1993
13.08%11.91%
1992
8.95%8.62%
1991
12.35%10.72%
1990
6.42%6.47%
1989
9.84%9.59%
1988
10.86%11.31%
1987
-1.05%-1.66%
1986
21.23%17.72%
1985
N/D18.31%

Retornos del último trimestre (%)

AñoT1T2T3T4
20240.33%N/DN/DN/D
20232.70%0.32%-4.08%8.23%
2022-6.60%-5.31%-4.17%4.27%
2021-0.04%2.67%-0.24%0.53%
2020-3.07%2.91%1.30%2.92%
20193.20%2.46%2.07%0.37%
2018-0.98%1.04%-0.13%1.03%
20171.58%2.29%1.24%0.90%
20162.20%3.15%-0.26%-3.99%
20151.55%-1.08%1.96%2.09%
20144.08%3.62%1.96%1.94%
20130.42%-4.20%-1.41%0.51%
20122.95%2.36%3.02%1.61%
2011-0.71%4.99%4.82%2.82%
20101.69%1.69%3.83%-6.08%
20096.64%3.16%10.24%-2.19%
2008-1.47%1.18%-4.61%-5.43%
20070.75%-0.79%0.94%0.28%
20060.29%-0.04%3.24%1.28%
20050.00%3.08%0.17%0.64%
20041.52%-2.33%4.18%1.36%
20031.05%2.55%-0.63%1.71%
20020.37%3.56%5.90%-0.93%
20011.95%0.05%3.53%-0.83%
20003.01%1.15%3.31%3.98%
19991.02%-2.56%-0.53%-1.26%
19980.89%1.61%3.65%0.18%
1997-0.66%3.72%3.61%2.84%
1996-2.20%0.43%2.66%2.08%
19957.00%2.00%2.36%5.63%
1994-6.18%-0.04%0.51%-2.47%
19934.73%3.18%3.62%0.99%
19920.12%4.04%2.29%2.26%
19911.77%2.36%4.12%3.58%
19900.26%1.98%-0.16%4.25%
19890.37%5.62%0.03%3.57%
19882.16%2.62%3.04%2.63%
19872.38%-5.10%-3.17%5.18%
198611.27%0.21%4.93%3.62%
1985-3.17%3.34%N/DN/D

Rango en categoría (por retorno total)

AIF34
1 mes34
3 meses31
1 año35
3 años53
5 años51

Retornos ajustados por comisiones

1 año-1.22%
3 años-3.02%
5 años0.08%
10 años2.24%