BNDS vs CXH

Comparison between INFRASTRUCTURE CAPITAL BOND INCOME ETF (BNDS, ETF) and MFS Investment Grade Municipal Trust (CXH, ETF).

BNDS vs CXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BNDS(ETF)	CXH(ETF)
Net Assets	$70M	$70M
Expense Ratio	0.88%	N/A
Max Drawdown	21.88%	54.10%
Sharpe Ratio	2.17	0.62
5Y Beta	0.22	0.06
5Y Dividends CAGR	N/A	3.80%

Net Assets

BNDS

$70M

Winner

CXH

$70M

Expense Ratio

BNDS

0.88%

CXH

N/A

Max Drawdown

Winner

BNDS

21.88%

CXH

54.10%

Sharpe Ratio

Winner

BNDS

2.17

CXH

0.62

5Y Beta

BNDS

0.22

Winner

CXH

0.06

5Y Dividends CAGR

BNDS

N/A

CXH

3.80%

BNDS vs CXH - Historical Returns

Returns include dividend reinvestment.

Period	BNDS	CXH
1 month	+0.24%	-6.08%
3 months	+2.63%	-5.02%
6 months	+4.80%	+0.80%
1 year	+11.40%	+8.67%
5 years(CAGR)	N/A	-0.71%
10 years(CAGR)	-0.01%	+1.67%
Max(CAGR)	+2.27%	+5.48%

Winner

BNDS

+0.24%

CXH

-6.08%

Winner

BNDS

+2.63%

CXH

-5.02%

Winner

BNDS

+4.80%

CXH

+0.80%

Winner

BNDS

+11.40%

CXH

+8.67%

5Y(CAGR)

BNDS

N/A

CXH

-0.71%

10Y(CAGR)

BNDS

-0.01%

Winner

CXH

+1.67%

Max(CAGR)

BNDS

+2.27%

Winner

CXH

+5.48%

BNDS vs CXH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BNDS	CXH
2026	+4.24%	+0.12%
2025	+8.30%	+3.62%
2024	N/A	+10.20%
2023	N/A	+9.31%
2022	N/A	-26.62%
2021	N/A	+10.16%
2020	N/A	+4.90%
2019	N/A	+13.79%
2018	N/A	-5.68%
2017	+3.56%	+7.60%
2016	+2.28%	-0.48%
2015	+0.06%	+11.47%
2014	+5.94%	+15.84%
2013	-2.08%	-14.45%
2012	+4.23%	+12.54%
2011	+7.93%	+18.49%
2010	+6.29%	+1.54%
2009	+3.94%	+56.18%
2008	+7.97%	-31.18%
2007	+5.46%	-6.83%
2006	N/A	+8.83%
2005	N/A	+10.09%
2004	N/A	+5.08%
2003	N/A	+11.01%
2002	N/A	+3.92%
2001	N/A	+20.12%
2000	N/A	+17.36%
1999	N/A	-2.43%

BNDS vs CXH Drawdown Comparison

The maximum drawdown for BNDS was -18.02%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.

The current BNDS drawdown is -2.03%. The current CXH drawdown is -9.33%.

Rank	BNDS	CXH
#1	-18.02% Sep 7, 2017 - Apr 8, 2025	-49.04% Mar 13, 2007 - Mar 1, 2010
#2	-13.75% Sep 9, 2008 - Nov 10, 2008	-34.67% Aug 4, 2021 - Oct 27, 2022
#3	-6.43% Jan 20, 2009 - Aug 13, 2009	-28.19% Mar 4, 2020 - Feb 1, 2021
#4	-5.01% May 1, 2013 - May 7, 2014	-22.75% Jul 11, 2012 - Jul 10, 2015
#5	-4.38% Jul 6, 2016 - Aug 31, 2017	-17.94% Sep 9, 2010 - Sep 26, 2011
#6	-3.71% Nov 4, 2010 - May 5, 2011	-15.34% Mar 11, 2004 - Feb 4, 2005
#7	-3.47% Mar 17, 2008 - Sep 9, 2008	-12.58% Sep 6, 2016 - Aug 29, 2017
#8	-3.11% Jan 30, 2015 - Feb 8, 2016	-12.25% Sep 1, 2017 - May 22, 2019
#9	-2.97% Nov 10, 2008 - Nov 25, 2008	-9.74% Aug 30, 2002 - Apr 29, 2003
#10	-1.82% Dec 18, 2008 - Jan 14, 2009	-9.23% Jul 10, 2003 - Nov 28, 2003
#11	-1.81% May 30, 2007 - Jul 26, 2007	-8.86% Mar 1, 2002 - Jun 26, 2002
#12	-1.81% Nov 30, 2009 - Mar 1, 2010	-8.51% Nov 14, 2001 - Feb 28, 2002
#13	-1.79% Sep 22, 2011 - Dec 16, 2011	-8.23% Nov 16, 1999 - Apr 10, 2000
#14	-1.77% Dec 3, 2007 - Jan 3, 2008	-8.01% Feb 22, 2006 - Sep 22, 2006
#15	-1.62% Jan 22, 2008 - Mar 14, 2008	-7.38% Mar 2, 2012 - May 11, 2012

Correlation

Correlation between BNDS and CXH is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (1999 - 2026)

BNDS vs CXH dividend yield comparison.

Year	BNDS	CXH
2026	3.35%	4.47%
2025	7.98%	4.70%
2024	0.00%	3.84%
2023	0.00%	3.63%
2022	0.00%	4.75%
2021	0.00%	4.77%
2020	0.00%	4.77%
2019	0.00%	4.63%
2018	0.00%	5.28%
2017	1.98%	4.90%
2016	2.63%	5.19%
2015	2.59%	5.14%
2014	2.43%	5.62%
2013	1.99%	6.39%
2012	2.35%	5.93%
2011	3.44%	7.21%
2010	4.54%	7.94%
2009	5.24%	6.58%
2008	4.40%	8.78%
2007	2.96%	5.77%
2006	0.00%	5.29%
2005	0.00%	6.41%
2004	0.00%	7.55%
2003	0.00%	7.07%
2002	0.00%	7.16%
2001	0.00%	6.21%
2000	0.00%	6.39%
1999	0.00%	1.18%