MFARX Performance — MFS Arkansas Municipal Bond Fund, Class A
Data updated: 2026-08-25
MFARX returned +2.28% year to date and +8.04% over one year to Jun 2026. Annualised returns are +3.73% over 3 years and +0.84% over 5 years. The fund beat its Intermediate Municipal Bond category average: $100 invested three years ago grew to $112, against $111 for the category, and to $108 over one year, against $106. Volatility over the past three years was 6.84% a year. In the 12 months to Jun 2026 the fund lost a net $1.7M, and assets reached $144.14M.
MFARX Growth of $100
What $100 invested in MFS Arkansas Municipal Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Municipal Bond category average over the same months.
| Period | MFARX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $108 | $106 |
| 3 years (Jul 2023 – Jun 2026) | $112 | $111 |
| 5 years (Jul 2021 – Jun 2026) | $104 | $105 |
| Since data start (Jul 2019 – Jun 2026) | $113 | $112 |
MFARX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.28% |
| 1 year | +8.04% |
| 3 years (annualised) | +3.73% |
| 5 years (annualised) | +0.84% |
MFARX Annual Returns
Calendar-year total returns of MFS Arkansas Municipal Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +2.28% |
| 2025 | +3.86% |
| 2024 | +1.75% |
| 2023 | +5.84% |
| 2022 | −9.27% |
| 2021 | +2.37% |
| 2020 | +4.24% |
| 2019 (Jul–Dec) | +1.80% |
MFARX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.2% | +1.6% | −2.2% | +1.4% | +0.4% | +0.9% | — | — | — | — | — | — |
| 2025 | +0.1% | +1.1% | −1.9% | −0.7% | −0.9% | +0.8% | −1.0% | +1.1% | +3.7% | +1.3% | +0.2% | +0.2% |
| 2024 | −0.1% | −0.1% | −0.1% | −1.4% | −0.2% | +2.2% | +0.8% | +0.7% | +1.2% | −1.7% | +2.0% | −1.7% |
| 2023 | +3.4% | −2.8% | +2.3% | −0.1% | −0.7% | +0.6% | +0.1% | −1.5% | −3.7% | −1.7% | +7.7% | +2.7% |
| 2022 | −2.1% | −0.3% | −2.8% | −2.8% | +1.0% | −2.1% | +2.5% | −2.9% | −4.2% | −0.9% | +5.5% | −0.2% |
| 2021 | +0.7% | −1.0% | +0.7% | +0.8% | +0.4% | +0.4% | +0.7% | −0.3% | −0.6% | −0.1% | +0.8% | +0.1% |
| 2020 | +1.6% | +1.1% | −3.8% | −1.3% | +2.6% | +1.1% | +1.4% | −0.3% | −0.1% | −0.2% | +1.5% | +0.6% |
| 2019 | — | — | — | — | — | — | +0.4% | +1.3% | −0.5% | 0.0% | +0.2% | +0.2% |
MFARX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 6.84%
- 3-year Sharpe ratio: -0.11 (vs 4.5% risk-free rate)
- Best month: +7.71% (Nov 2023)
- Worst month: −3.70% (Sep 2023)
MFARX Fund Flows
Monthly money in and out of MFS Arkansas Municipal Bond Fund, from SEC Form N-PORT.
- 12-month net flow: −$1.7M
- 12-month gross sales (incl. reinvestments): $27.2M
- Sales ÷ redemptions: 0.94×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.8M | $2.1M | −$281K |
| May 2026 | $2.2M | $1.1M | $1.1M |
| Apr 2026 | $1.7M | $1.1M | $643K |
| Mar 2026 | $2.4M | $4.1M | −$1.8M |
| Feb 2026 | $2.3M | $1.1M | $1.2M |
| Jan 2026 | $4.4M | $2.1M | $2.3M |
| Dec 2025 | $2.1M | $3.4M | −$1.3M |
| Nov 2025 | $1.8M | $1.7M | $173K |
| Oct 2025 | $1.5M | $2.2M | −$672K |
| Sep 2025 | $2.3M | $3.5M | −$1.1M |
| Aug 2025 | $2.4M | $2.3M | $66K |
| Jul 2025 | $2.3M | $4.3M | −$2.0M |
MFARX Assets Under Management
Net assets of MFS Arkansas Municipal Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $144.14M |
| 2026-03-31 | $139.99M |
| 2025-12-31 | $140.18M |
| 2025-09-30 | $140.90M |
| 2025-06-30 | $139.94M |
| 2025-03-31 | $146.39M |
| 2024-12-31 | $147.53M |
| 2024-09-30 | $150.07M |
| 2024-06-30 | $145.62M |
| 2024-03-31 | $146.19M |
| 2023-12-31 | $146.94M |
| 2023-09-30 | $138.28M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.