MFSSX vs. MFEKX
Compare and contrast key facts about MFS Massachusetts Municipal Bond Fund (MFSSX) and MFS Growth R6 (MFEKX).
MFSSX is managed by MFS. It was launched on Apr 8, 1985. MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012.
Performance
MFSSX vs. MFEKX - Performance Comparison
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MFSSX vs. MFEKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFSSX MFS Massachusetts Municipal Bond Fund | -0.66% | 4.04% | 1.94% | 5.59% | -10.79% | 2.02% | 3.71% | 7.56% | 0.77% | 4.86% |
MFEKX MFS Growth R6 | -13.60% | 12.44% | 49.62% | 36.27% | -31.07% | 23.71% | 31.77% | 37.82% | 2.40% | 30.97% |
Returns By Period
In the year-to-date period, MFSSX achieves a -0.66% return, which is significantly higher than MFEKX's -13.60% return. Over the past 10 years, MFSSX has underperformed MFEKX with an annualized return of 1.66%, while MFEKX has yielded a comparatively higher 15.54% annualized return.
MFSSX
- 1D
- 0.20%
- 1M
- -2.52%
- YTD
- -0.66%
- 6M
- 0.95%
- 1Y
- 3.30%
- 3Y*
- 2.72%
- 5Y*
- 0.29%
- 10Y*
- 1.66%
MFEKX
- 1D
- -0.58%
- 1M
- -9.05%
- YTD
- -13.60%
- 6M
- -14.18%
- 1Y
- 6.63%
- 3Y*
- 21.39%
- 5Y*
- 10.96%
- 10Y*
- 15.54%
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MFSSX vs. MFEKX - Expense Ratio Comparison
MFSSX has a 0.83% expense ratio, which is higher than MFEKX's 0.51% expense ratio.
Return for Risk
MFSSX vs. MFEKX — Risk / Return Rank
MFSSX
MFEKX
MFSSX vs. MFEKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Massachusetts Municipal Bond Fund (MFSSX) and MFS Growth R6 (MFEKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MFSSX | MFEKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.31 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.09 | 0.59 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.08 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.22 | +0.64 |
Martin ratioReturn relative to average drawdown | 2.71 | 0.76 | +1.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MFSSX | MFEKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.31 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.50 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.74 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.80 | +0.30 |
Correlation
The correlation between MFSSX and MFEKX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MFSSX vs. MFEKX - Dividend Comparison
MFSSX's dividend yield for the trailing twelve months is around 3.23%, less than MFEKX's 17.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFSSX MFS Massachusetts Municipal Bond Fund | 3.23% | 4.20% | 2.81% | 2.43% | 1.84% | 1.91% | 2.44% | 3.27% | 3.42% | 3.74% | 3.64% | 3.70% |
MFEKX MFS Growth R6 | 17.15% | 14.82% | 25.31% | 4.82% | 1.04% | 2.74% | 3.55% | 1.57% | 3.88% | 2.49% | 1.70% | 3.64% |
Drawdowns
MFSSX vs. MFEKX - Drawdown Comparison
The maximum MFSSX drawdown since its inception was -17.05%, smaller than the maximum MFEKX drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for MFSSX and MFEKX.
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Drawdown Indicators
| MFSSX | MFEKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.05% | -36.06% | +19.01% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -17.27% | +12.05% |
Max Drawdown (5Y)Largest decline over 5 years | -16.13% | -36.06% | +19.93% |
Max Drawdown (10Y)Largest decline over 10 years | -16.13% | -36.06% | +19.93% |
Current DrawdownCurrent decline from peak | -2.52% | -17.27% | +14.75% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -5.66% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 5.05% | -3.40% |
Volatility
MFSSX vs. MFEKX - Volatility Comparison
The current volatility for MFS Massachusetts Municipal Bond Fund (MFSSX) is 1.13%, while MFS Growth R6 (MFEKX) has a volatility of 5.57%. This indicates that MFSSX experiences smaller price fluctuations and is considered to be less risky than MFEKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFSSX | MFEKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.13% | 5.57% | -4.44% |
Volatility (6M)Calculated over the trailing 6-month period | 1.74% | 12.05% | -10.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.33% | 21.56% | -16.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.19% | 21.86% | -17.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.33% | 21.12% | -16.79% |