CMU vs DXD

Comparison between MFS High Yield Municipal Trust (CMU, ETF) and PROSHARES ULTRASHORT DOW30 (DXD, ETF).

5-Year PerformanceCMU has outperformed DXD, delivering a return of -1.3% compared to -15.3%

CMU vs DXD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMU(ETF)	DXD(ETF)
Net Assets	$47M	$48M
Max Drawdown	62.40%	99.78%
Sharpe Ratio	0.59	-1.30
5Y Beta	0.10	-1.50
5Y Dividends CAGR	5.31%	38.63%

Net Assets

CMU

$47M

Winner

DXD

$48M

Max Drawdown

Winner

CMU

62.40%

DXD

99.78%

Sharpe Ratio

Winner

CMU

0.59

DXD

-1.30

5Y Beta

CMU

0.10

Winner

DXD

-1.50

5Y Dividends CAGR

CMU

5.31%

Winner

DXD

38.63%

CMU vs DXD - Historical Returns

Returns include dividend reinvestment.

Period	CMU	DXD
1 month	-2.42%	-5.55%
3 months	-4.36%	-16.70%
6 months	+1.57%	-9.64%
1 year	+9.28%	-27.18%
5 years(CAGR)	-1.33%	-15.29%
10 years(CAGR)	+1.58%	-24.84%
Max(CAGR)	+4.15%	-23.25%

Winner

CMU

-2.42%

DXD

-5.55%

Winner

CMU

-4.36%

DXD

-16.70%

Winner

CMU

+1.57%

DXD

-9.64%

Winner

CMU

+9.28%

DXD

-27.18%

5Y(CAGR)

Winner

CMU

-1.33%

DXD

-15.29%

10Y(CAGR)

Winner

CMU

+1.58%

DXD

-24.84%

Max(CAGR)

Winner

CMU

+4.15%

DXD

-23.25%

CMU vs DXD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMU	DXD
2026	+0.80%	-10.45%
2025	+5.08%	-21.75%
2024	+11.57%	-15.98%
2023	+9.93%	-18.91%
2022	-27.51%	+8.56%
2021	+7.14%	-36.60%
2020	-2.97%	-43.13%
2019	+15.00%	-35.32%
2018	-4.85%	+3.70%
2017	+9.07%	-38.07%
2016	+3.06%	-31.86%
2015	+8.58%	-7.27%
2014	+11.97%	-21.92%
2013	-11.33%	-39.84%
2012	+11.02%	-19.67%
2011	+17.45%	-25.06%
2010	+5.32%	-27.52%
2009	+65.81%	-41.74%
2008	-38.99%	+42.06%
2007	-15.35%	-8.91%
2006	+15.27%	-21.72%
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 DXD Drawdown Comparison

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

The maximum drawdown for DXD was -99.71%, occurring on Jun 4, 2026. This drawdown has not yet recovered.

The current CMU drawdown is -10.68%. The current DXD drawdown is -99.70%.

Rank	CMU	DXD
#1	-57.26% May 21, 2007 - Sep 30, 2010	-99.71% Mar 9, 2009 - Jun 4, 2026
#2	-37.22% Sep 1, 2021 - Oct 31, 2022	-38.16% Jul 17, 2006 - Oct 3, 2008
#3	-32.82% Feb 25, 2020 - May 4, 2021	-35.19% Nov 20, 2008 - Mar 2, 2009
#4	-23.41% Apr 22, 2013 - Feb 3, 2015	-31.57% Oct 27, 2008 - Nov 20, 2008
#5	-16.02% Aug 23, 2016 - Oct 19, 2017	-19.15% Oct 10, 2008 - Oct 27, 2008
#6	-15.71% Nov 5, 2010 - Oct 17, 2011	-4.65% Mar 3, 2009 - Mar 5, 2009
#7	-14.29% Nov 3, 1999 - Aug 10, 2000	-1.05% Mar 5, 2009 - Mar 9, 2009
#8	-14.22% Mar 9, 2004 - Oct 19, 2004	N/A
#9	-13.94% Aug 11, 2000 - Jan 31, 2001	N/A
#10	-11.98% Aug 24, 2001 - Jun 3, 2002	N/A
#11	-10.37% Oct 19, 2017 - Feb 1, 2019	N/A
#12	-10.31% Feb 14, 2005 - Jan 25, 2006	N/A
#13	-10.14% Mar 4, 2015 - Oct 30, 2015	N/A
#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 DXD is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.86

-101

Dividend Comparison (2000 - 2026)

CMU vs DXD dividend yield comparison.

Year	CMU	DXD
2026	5.02%	0.62%
2025	5.38%	4.25%
2024	4.69%	5.91%
2023	4.05%	3.87%
2022	5.57%	0.25%
2021	4.53%	0.00%
2020	4.93%	0.31%
2019	4.81%	1.76%
2018	6.09%	1.15%
2017	5.87%	0.12%
2016	6.13%	0.00%
2015	6.22%	0.00%
2014	6.63%	0.00%
2013	6.98%	0.00%
2012	6.69%	0.00%
2011	7.54%	0.00%
2010	8.17%	0.00%
2009	7.53%	0.00%
2008	11.70%	37.79%
2007	6.42%	3.98%
2006	5.82%	1.06%
2005	6.95%	0.00%
2004	7.47%	0.00%
2003	7.54%	0.00%
2002	7.58%	0.00%
2001	6.98%	0.00%
2000	3.27%	0.00%