Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXH (MFS Investment Grade Municipal Trust) | 4.22% | 15.99% | 11.05% | 3.34% | 3.70% | 5.29% | 5.02% | … | … |
Data as of 06/04/2026, Common starting date is 06/30/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXH (MFS Investment Grade Municipal Trust) | 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 (%) | -0.26 | 15.99 | 11.05 | 3.34 | 3.70 | 5.29 | 5.02 | … | … | 4.22 | 7.70 | 12.67 | 14.32 | -24.18 | 11.12 | 5.34 | 16.23 | -4.89 | 8.77 | -1.04 | 12.47 | 15.22 | -12.61 | 13.63 | 18.22 | 1.55 | 60.49 | -30.68 | -7.05 | 9.18 | 8.92 | 4.08 | 10.06 | 2.87 | 18.94 | 21.10 | -15.01 | 19.30 | 17.49 | 19.22 | 24.29 | 1.23 | 8.44 | 20.97 | 29.17 | 20.00 | 12.15 |
| Sharpe Ratio | NA | 1.72 | 0.95 | 0.10 | 0.17 | NA | NA | … | … | 1.04 | 0.66 | 0.77 | 0.84 | -1.99 | 1.39 | 0.16 | 1.79 | -0.91 | 1.32 | -0.15 | 1.30 | 2.37 | -1.06 | 0.97 | 1.30 | 0.10 | 3.29 | -0.91 | -0.88 | 0.51 | 0.68 | 0.29 | 0.82 | 0.13 | 1.30 | 1.10 | -1.39 | 1.24 | 0.97 | 1.02 | 1.24 | -0.08 | 0.39 | 1.16 | 1.76 | 0.81 | 1.26 |
| Standard Deviation(%) | NA | 8.45 | 9.55 | 10.23 | 13.35 | NA | NA | … | … | 11.29 | 7.43 | 7.94 | 12.11 | 12.90 | 7.96 | 32.01 | 8.26 | 6.81 | 6.20 | 8.26 | 9.58 | 6.42 | 11.92 | 14.12 | 13.98 | 14.05 | 18.36 | 34.46 | 11.45 | 11.59 | 9.94 | 10.89 | 11.39 | 13.45 | 13.03 | 15.47 | 13.08 | 12.91 | 14.36 | 15.28 | 16.44 | 20.51 | 16.09 | 15.92 | 14.38 | 18.17 | 16.15 |
| Draw Down(%) | NA | 7.42 | 14.25 | 31.47 | 31.47 | NA | NA | … | … | 7.42 | 8.36 | 5.52 | 14.25 | 31.22 | 7.00 | 28.18 | 3.86 | 10.22 | 5.59 | 12.56 | 6.78 | 3.83 | 20.60 | 8.07 | 8.20 | 14.10 | 12.20 | 46.26 | 15.70 | 8.05 | 5.13 | 15.34 | 9.24 | 9.64 | 8.58 | 6.39 | 21.11 | 4.60 | 4.81 | 6.36 | 5.04 | 15.61 | 14.07 | 5.45 | 3.78 | 7.97 | 3.60 |
| Yield(%) | 0.00 | 7.63 | 5.41 | 3.87 | 4.05 | 5.04 | 4.82 | … | … | 4.28 | 4.67 | 4.15 | 3.82 | 3.35 | 5.01 | 4.78 | 4.64 | 4.74 | 5.05 | 4.97 | 5.44 | 6.15 | 5.15 | 6.35 | 7.42 | 6.98 | 9.59 | 5.66 | 5.10 | 5.47 | 5.65 | 6.78 | 6.78 | 6.39 | 6.05 | 7.16 | 5.56 | 6.53 | 7.53 | 8.01 | 8.99 | 9.38 | 10.70 | 11.97 | 14.33 | 15.86 | 8.01 |
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 |
|---|---|---|---|---|
| CXH (MFS Investment Grade Municipal Trust) |
-11.06%
Dec 2005 – Dec 2008 |
-4.43%
Dec 2003 – Dec 2008 |
0.35%
Sep 2012 – Sep 2022 |
3.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXH (MFS Investment Grade Municipal Trust) |
25.84%
Aug 1990 – Aug 1993 |
19.10%
Aug 1989 – Aug 1994 |
15.43%
Jul 1989 – Jul 1999 |
13.20%
Aug 1989 – Aug 2004 |
Annualized Rolling Returns Comparison Chart