MTSCX Performance — MFS South Carolina Municipal Bond Fund, Class I
Data updated: 2026-08-25
MTSCX returned +2.99% year to date and +8.10% over one year to Jun 2026. Annualised returns are +4.12% over 3 years and +0.86% over 5 years. The fund beat its Long-Term Municipal Bond category average: $100 invested three years ago grew to $113, against $112 for the category, and to $108 over one year, against $108. Volatility over the past three years was 6.57% a year. In the 12 months to Jun 2026 the fund took in a net $29.3M, and assets reached $256.30M.
MTSCX Growth of $100
What $100 invested in MFS South Carolina Municipal Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Long-Term Municipal Bond category average over the same months.
| Period | MTSCX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $108 | $108 |
| 3 years (Jul 2023 – Jun 2026) | $113 | $112 |
| 5 years (Jul 2021 – Jun 2026) | $104 | $103 |
| Since data start (Jul 2019 – Jun 2026) | $113 | $113 |
MTSCX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.99% |
| 1 year | +8.10% |
| 3 years (annualised) | +4.12% |
| 5 years (annualised) | +0.86% |
MTSCX Annual Returns
Calendar-year total returns of MFS South Carolina Municipal Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +2.99% |
| 2025 | +3.37% |
| 2024 | +2.47% |
| 2023 | +6.34% |
| 2022 | −10.36% |
| 2021 | +1.97% |
| 2020 | +4.28% |
| 2019 (Jul–Dec) | +1.99% |
MTSCX 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 | +0.5% | +1.7% | −2.3% | +1.4% | +0.5% | +1.1% | — | — | — | — | — | — |
| 2025 | +0.2% | +1.0% | −1.9% | −0.8% | −0.6% | +0.7% | −0.9% | +0.8% | +3.5% | +1.5% | +0.3% | −0.1% |
| 2024 | +0.1% | −0.1% | +0.1% | −1.2% | +0.1% | +2.1% | +0.8% | +0.7% | +1.1% | −1.5% | +1.7% | −1.5% |
| 2023 | +3.4% | −2.6% | +2.1% | 0.0% | −0.8% | +0.7% | +0.1% | −1.4% | −3.4% | −1.8% | +7.4% | +2.9% |
| 2022 | −2.5% | −0.5% | −3.1% | −2.8% | +1.2% | −2.3% | +2.9% | −2.7% | −4.7% | −1.1% | +5.5% | −0.2% |
| 2021 | +0.7% | −1.4% | +0.6% | +0.9% | +0.6% | +0.4% | +0.8% | −0.4% | −0.7% | −0.2% | +0.8% | +0.1% |
| 2020 | +1.8% | +1.4% | −4.4% | −1.9% | +2.8% | +1.4% | +1.6% | −0.2% | 0.0% | −0.2% | +1.5% | +0.8% |
| 2019 | — | — | — | — | — | — | +0.6% | +1.5% | −0.5% | −0.1% | +0.1% | +0.3% |
MTSCX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 6.57%
- 3-year Sharpe ratio: -0.06 (vs 4.5% risk-free rate)
- Best month: +7.44% (Nov 2023)
- Worst month: −3.39% (Sep 2023)
MTSCX Fund Flows
Monthly money in and out of MFS South Carolina Municipal Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $29.3M
- 12-month gross sales (incl. reinvestments): $82.4M
- Sales ÷ redemptions: 1.55×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $6.7M | $3.5M | $3.2M |
| May 2026 | $7.6M | $2.9M | $4.7M |
| Apr 2026 | $8.8M | $4.3M | $4.5M |
| Mar 2026 | $7.0M | $3.3M | $3.7M |
| Feb 2026 | $8.0M | $2.1M | $5.8M |
| Jan 2026 | $10.1M | $2.7M | $7.4M |
| Dec 2025 | $7.3M | $6.4M | $894K |
| Nov 2025 | $3.9M | $4.2M | −$326K |
| Oct 2025 | $6.8M | $4.1M | $2.7M |
| Sep 2025 | $6.0M | $5.1M | $929K |
| Aug 2025 | $5.5M | $7.8M | −$2.3M |
| Jul 2025 | $4.8M | $6.8M | −$2.0M |
MTSCX Assets Under Management
Net assets of MFS South Carolina Municipal Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $256.30M |
| 2026-03-31 | $238.59M |
| 2025-12-31 | $224.20M |
| 2025-09-30 | $219.26M |
| 2025-06-30 | $217.80M |
| 2025-03-31 | $221.09M |
| 2024-12-31 | $222.70M |
| 2024-09-30 | $223.28M |
| 2024-06-30 | $216.95M |
| 2024-03-31 | $212.74M |
| 2023-12-31 | $208.22M |
| 2023-09-30 | $196.93M |
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.