See what your fund actually adds
MFS South Carolina Municipal Bond Fund Class A MFSCX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | MFSCX | Replication |
|---|---|---|
| Annualized growth | -0.8% | -0.4% |
| Annualized volatility | 6.1% | 5.1% |
| Sharpe ratio | -0.11 | -0.04 |
| Maximum drawdown | 15.1% | 12.9% |
| Replication fit (R²) | 0.94 · Tracking error 1.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model MFSCX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| MUB | FI · Municipal | 93.4% |
| SPTL | FI · Long Gov | 3.7% |
| VCLT | FI · Long Corp | 2.9% |