Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXE (MFS High Income Municipal Closed Fund) | 6.83% | 20.74% | 12.22% | 1.84% | 3.63% | 5.64% | 4.33% | … | … |
Data as of 06/04/2026, Common starting date is 06/30/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXE (MFS High Income Municipal Closed Fund) | 06/30/1989 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 20.74 | 12.22 | 1.84 | 3.63 | 5.64 | 4.33 | … | … | 6.83 | 10.76 | 12.58 | 9.07 | -23.32 | 6.85 | -0.81 | 22.12 | -6.37 | 13.38 | 5.74 | 8.00 | 16.58 | -12.62 | 10.08 | 22.21 | 4.36 | 87.06 | -42.83 | -16.79 | 8.94 | 12.07 | 5.78 | 9.79 | 9.57 | 7.48 | 4.56 | -17.91 | 2.47 | 13.35 | 18.38 | 15.74 | -9.62 | 7.44 | 3.42 | 5.41 | 3.74 | 1.42 |
| Sharpe Ratio | NA | 1.61 | 0.76 | -0.08 | 0.11 | NA | NA | … | … | 1.16 | 0.71 | 0.85 | 0.32 | -1.36 | 0.63 | -0.03 | 1.35 | -0.71 | 1.03 | 0.40 | 0.70 | 1.80 | -0.84 | 0.69 | 1.60 | 0.23 | 3.36 | -0.94 | -1.55 | 0.44 | 1.05 | 0.41 | 0.83 | 0.71 | 0.33 | 0.02 | -1.10 | -0.08 | 0.69 | 0.71 | 0.54 | -0.57 | 0.27 | 0.05 | 0.08 | -0.10 | -0.15 |
| Standard Deviation(%) | NA | 10.01 | 12.43 | 13.82 | 16.42 | NA | NA | … | … | 10.32 | 11.28 | 10.59 | 16.95 | 18.24 | 10.89 | 32.40 | 15.27 | 10.93 | 12.35 | 13.72 | 11.32 | 9.22 | 15.12 | 14.75 | 13.83 | 18.48 | 25.86 | 46.37 | 12.91 | 12.57 | 9.31 | 11.68 | 10.88 | 11.83 | 15.70 | 19.31 | 19.38 | 12.89 | 13.95 | 20.50 | 21.60 | 22.33 | 19.69 | 18.01 | 19.33 | 16.88 | 18.61 |
| Draw Down(%) | NA | 5.04 | 16.07 | 33.07 | 34.08 | NA | NA | … | … | 5.04 | 11.04 | 8.26 | 16.39 | 30.28 | 7.39 | 34.08 | 10.76 | 9.70 | 4.45 | 13.91 | 7.42 | 5.30 | 23.59 | 8.48 | 8.12 | 13.22 | 18.64 | 50.72 | 20.65 | 11.41 | 7.84 | 14.45 | 7.36 | 9.75 | 8.38 | 13.95 | 24.94 | 6.82 | 5.74 | 6.17 | 7.17 | 22.66 | 12.97 | 11.65 | 5.65 | 9.28 | 4.17 |
| Yield(%) | 0.00 | 7.09 | 5.80 | 3.76 | 4.39 | 5.59 | 4.42 | … | … | 3.32 | 5.61 | 5.04 | 4.50 | 4.00 | 4.90 | 4.56 | 5.34 | 5.39 | 6.12 | 6.04 | 6.44 | 6.86 | 5.84 | 6.93 | 8.13 | 8.00 | 12.13 | 6.26 | 5.09 | 6.47 | 6.94 | 7.70 | 7.72 | 8.03 | 6.77 | 7.39 | 5.85 | 6.03 | 6.79 | 7.74 | 8.39 | 7.26 | 7.92 | 7.68 | 8.48 | 9.03 | 3.85 |
Data as of 06/04/2026, Common starting date is 06/30/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXE (MFS High Income Municipal Closed Fund) |
-19.67%
Dec 2005 – Dec 2008 |
-9.28%
Dec 2003 – Dec 2008 |
-3.76%
Dec 1998 – Dec 2008 |
-0.13%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXE (MFS High Income Municipal Closed Fund) |
33.62%
Dec 2008 – Dec 2011 |
18.07%
Dec 2008 – Dec 2013 |
12.49%
Dec 2008 – Dec 2018 |
8.73%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart