BLUX vs MMT

Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and MFS Multimarket Income Trust (MMT, ETF).

BLUX vs MMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BLUX(ETF)	MMT(ETF)
Net Assets	$568M	$567M
Expense Ratio	0.25%	N/A
Max Drawdown	9.23%	47.46%
Sharpe Ratio	1.13	-0.18
5Y Beta	1.04	0.21
5Y Dividends CAGR	N/A	-4.12%

Net Assets

Winner

BLUX

$568M

MMT

$567M

Expense Ratio

BLUX

0.25%

MMT

N/A

Max Drawdown

Winner

BLUX

9.23%

MMT

47.46%

Sharpe Ratio

Winner

BLUX

1.13

MMT

-0.18

5Y Beta

BLUX

1.04

Winner

MMT

0.21

5Y Dividends CAGR

BLUX

N/A

MMT

-4.12%

BLUX vs MMT - Historical Returns

Returns include dividend reinvestment.

Period	BLUX	MMT
1 month	+0.11%	-2.68%
3 months	+5.37%	-2.54%
6 months	+8.97%	-4.11%
1 year	+19.81%	+1.71%
5 years(CAGR)	N/A	+1.36%
10 years(CAGR)	N/A	+5.25%
Max(CAGR)	+24.41%	+7.06%

Winner

BLUX

+0.11%

MMT

-2.68%

Winner

BLUX

+5.37%

MMT

-2.54%

Winner

BLUX

+8.97%

MMT

-4.11%

Winner

BLUX

+19.81%

MMT

+1.71%

5Y(CAGR)

BLUX

N/A

MMT

+1.36%

10Y(CAGR)

BLUX

N/A

MMT

+5.25%

Max(CAGR)

Winner

BLUX

+24.41%

MMT

+7.06%

BLUX vs MMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BLUX	MMT
2026	+12.61%	-2.07%
2025	+11.82%	+8.77%
2024	N/A	+11.92%
2023	N/A	+8.43%
2022	N/A	-23.19%
2021	N/A	+12.74%
2020	N/A	+7.95%
2019	N/A	+27.56%
2018	N/A	-8.90%
2017	N/A	+8.94%
2016	N/A	+21.48%
2015	N/A	-7.81%
2014	N/A	+6.24%
2013	N/A	-1.77%
2012	N/A	+14.21%
2011	N/A	+4.59%
2010	N/A	+15.86%
2009	N/A	+40.61%
2008	N/A	-10.52%
2007	N/A	+1.88%
2006	N/A	+7.10%
2005	N/A	+0.99%
2004	N/A	+6.72%
2003	N/A	+14.85%
2002	N/A	+5.64%
2001	N/A	+2.57%
2000	N/A	+22.97%
1999	N/A	-6.76%

BLUX vs MMT Drawdown Comparison

The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The maximum drawdown for MMT was -35.71%, occurring on Mar 18, 2020. Recovery took 154 trading sessions.

The current BLUX drawdown is -1.80%. The current MMT drawdown is -5.81%.

Rank	BLUX	MMT
#1	-9.03% Feb 9, 2026 - Apr 14, 2026	-35.71% Jan 23, 2020 - Sep 1, 2020
#2	-6.12% Oct 27, 2025 - Dec 3, 2025	-32.27% Dec 17, 2021 - Sep 3, 2025
#3	-3.55% Oct 6, 2025 - Oct 24, 2025	-31.74% May 9, 2008 - Apr 29, 2009
#4	-3.25% Jun 2, 2026 - Jun 15, 2026	-16.73% May 1, 2013 - Jun 1, 2015
#5	-3.02% Jul 25, 2025 - Aug 13, 2025	-14.72% Jul 17, 2001 - Apr 24, 2002
#6	-2.89% Dec 11, 2025 - Jan 6, 2026	-13.23% Jun 1, 2015 - May 25, 2016
#7	-2.75% Jan 22, 2026 - Feb 9, 2026	-11.47% Mar 17, 2004 - Sep 15, 2004
#8	-2.65% May 14, 2026 - May 22, 2026	-11.27% Jul 11, 2011 - Dec 5, 2011
#9	-1.80% Jul 6, 2026 - Jul 23, 2026	-10.50% Jan 2, 2018 - Jan 30, 2019
#10	-1.75% Jan 15, 2026 - Jan 22, 2026	-8.72% Jun 6, 2002 - Jan 9, 2003
#11	-1.69% Jun 15, 2026 - Jun 29, 2026	-8.52% May 3, 2010 - Jul 16, 2010
#12	-1.66% Aug 13, 2025 - Aug 22, 2025	-7.69% Sep 8, 2016 - Jan 10, 2017
#13	-1.47% Sep 22, 2025 - Oct 2, 2025	-7.68% Nov 2, 1999 - Feb 3, 2000
#14	-1.24% Jul 10, 2025 - Jul 22, 2025	-7.62% Aug 22, 2000 - Dec 18, 2000
#15	-1.11% Aug 28, 2025 - Sep 4, 2025	-7.62% Sep 27, 2005 - Oct 4, 2006

Correlation

Correlation between BLUX and MMT is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (1999 - 2026)

BLUX vs MMT dividend yield comparison.

Year	BLUX	MMT
2026	0.44%	5.57%
2025	0.73%	8.65%
2024	0.00%	8.65%
2023	0.00%	8.65%
2022	0.00%	9.38%
2021	0.00%	7.86%
2020	0.00%	8.07%
2019	0.00%	8.16%
2018	0.00%	9.86%
2017	0.00%	8.82%
2016	0.00%	8.71%
2015	0.00%	9.05%
2014	0.00%	7.76%
2013	0.00%	8.89%
2012	0.00%	6.77%
2011	0.00%	7.91%
2010	0.00%	8.70%
2009	0.00%	7.35%
2008	0.00%	8.86%
2007	0.00%	6.45%
2006	0.00%	6.11%
2005	0.00%	6.45%
2004	0.00%	6.19%
2003	0.00%	6.33%
2002	0.00%	7.06%
2001	0.00%	8.76%
2000	0.00%	9.66%
1999	0.00%	1.82%