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CMU vs ACEP

Comparison between MFS High Yield Municipal Trust (CMU, ETF) and ARS CORE EQUITY PORTFOLIO ETF (ACEP, ETF).

CMU vs ACEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CMU
$96M
Winner
ACEP
$96M
Expense Ratio
CMU
N/A
ACEP
0.45%
Max Drawdown
CMU
62.40%
Winner
ACEP
7.06%
Sharpe Ratio
CMU
0.60
Winner
ACEP
2.65
5Y Beta
Winner
CMU
0.10
ACEP
1.12
P/E Ratio
CMU
N/A
ACEP
26.36
Forward P/E
CMU
N/A
ACEP
20.44
PEG Ratio
CMU
N/A
ACEP
0.64
5Y Dividends CAGR
CMU
5.31%
ACEP
N/A
5Y EPS CAGR
CMU
N/A
ACEP
16.23%
Debt to Equity
CMU
N/A
ACEP
-33.55%
P/S Ratio
CMU
N/A
ACEP
3.83
P/B Ratio
CMU
N/A
ACEP
5.28

CMU vs ACEP - Historical Returns

Returns include dividend reinvestment.

1M
CMU
-2.42%
Winner
ACEP
+2.94%
3M
CMU
-4.36%
Winner
ACEP
+11.06%
6M
CMU
+1.57%
Winner
ACEP
+22.09%
1Y
CMU
+9.28%
ACEP
N/A
5Y(CAGR)
CMU
-1.33%
ACEP
N/A
10Y(CAGR)
CMU
+1.58%
ACEP
N/A
Max(CAGR)
CMU
+4.15%
Winner
ACEP
+62.10%

CMU vs ACEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMUACEP
2026+0.80%+18.29%
2025+5.08%+7.88%
2024+11.57%N/A
2023+9.93%N/A
2022-27.51%N/A
2021+7.14%N/A
2020-2.97%N/A
2019+15.00%N/A
2018-4.85%N/A
2017+9.07%N/A
2016+3.06%N/A
2015+8.58%N/A
2014+11.97%N/A
2013-11.33%N/A
2012+11.02%N/A
2011+17.45%N/A
2010+5.32%N/A
2009+65.81%N/A
2008-38.99%N/A
2007-15.35%N/A
2006+15.27%N/A
2005+1.30%N/A
2004+7.63%N/A
2003+9.50%N/A
2002+8.27%N/A
2001+7.99%N/A
2000-1.55%N/A
1999-6.38%N/A

CMU vs ACEP Drawdown Comparison

The maximum drawdown for CMU was -57.26%, occurring on Dec 16, 2008. Recovery took 848 trading sessions.

The maximum drawdown for ACEP was -7.06%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.

The current CMU drawdown is -10.68%. The current ACEP drawdown is -4.06%.

RankCMUACEP
#1-57.26%
May 21, 2007 - Sep 30, 2010
-7.06%
Jan 29, 2026 - Apr 8, 2026
#2-37.22%
Sep 1, 2021 - Oct 31, 2022
-4.06%
Jun 2, 2026 - Jun 5, 2026
#3-32.82%
Feb 25, 2020 - May 4, 2021
-3.06%
May 11, 2026 - May 22, 2026
#4-23.41%
Apr 22, 2013 - Feb 3, 2015
-2.69%
Dec 11, 2025 - Dec 24, 2025
#5-16.02%
Aug 23, 2016 - Oct 19, 2017
-2.39%
Apr 17, 2026 - May 5, 2026
#6-15.71%
Nov 5, 2010 - Oct 17, 2011
-2.18%
Jan 6, 2026 - Jan 12, 2026
#7-14.29%
Nov 3, 1999 - Aug 10, 2000
-1.63%
Dec 26, 2025 - Jan 5, 2026
#8-14.22%
Mar 9, 2004 - Oct 19, 2004
-1.51%
Jan 16, 2026 - Jan 26, 2026
#9-13.94%
Aug 11, 2000 - Jan 31, 2001
-0.79%
May 6, 2026 - May 8, 2026
#10-11.98%
Aug 24, 2001 - Jun 3, 2002
-0.72%
Nov 28, 2025 - Dec 5, 2025
#11-10.37%
Oct 19, 2017 - Feb 1, 2019
-0.66%
May 26, 2026 - May 29, 2026
#12-10.31%
Feb 14, 2005 - Jan 25, 2006
-0.39%
Jan 12, 2026 - Jan 15, 2026
#13-10.14%
Mar 4, 2015 - Oct 30, 2015
-0.35%
Apr 14, 2026 - Apr 17, 2026
#14-8.79%
Sep 23, 2002 - Apr 23, 2003
N/A
#15-8.20%
Sep 26, 2012 - Apr 15, 2013
N/A

Correlation

Correlation between CMU and ACEP is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14
-101

Dividend Comparison (2000 - 2026)

CMU vs ACEP dividend yield comparison.

YearCMUACEP
20265.02%0.00%
20255.38%0.14%
20244.69%0.00%
20234.05%0.00%
20225.57%0.00%
20214.53%0.00%
20204.93%0.00%
20194.81%0.00%
20186.09%0.00%
20175.87%0.00%
20166.13%0.00%
20156.22%0.00%
20146.63%0.00%
20136.98%0.00%
20126.69%0.00%
20117.54%0.00%
20108.17%0.00%
20097.53%0.00%
200811.70%0.00%
20076.42%0.00%
20065.82%0.00%
20056.95%0.00%
20047.47%0.00%
20037.54%0.00%
20027.58%0.00%
20016.98%0.00%
20003.27%0.00%

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