CMU vs KSTR

Comparison between MFS High Yield Municipal Trust (CMU, ETF) and KRANESHARES SSE STAR MARKET 50 INDEX ETF (KSTR, ETF).

5-Year PerformanceKSTR has outperformed CMU, delivering a return of -1.2% compared to -1.3%

CMU vs KSTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMU(ETF)	KSTR(ETF)
Net Assets	$96M	$96M
Expense Ratio	N/A	0.89%
Max Drawdown	62.40%	66.46%
Sharpe Ratio	0.60	1.61
5Y Beta	0.10	0.57
5Y Dividends CAGR	5.31%	N/A

Net Assets

Winner

CMU

$96M

KSTR

$96M

Expense Ratio

CMU

N/A

KSTR

0.89%

Max Drawdown

Winner

CMU

62.40%

KSTR

66.46%

Sharpe Ratio

CMU

0.60

Winner

KSTR

1.61

5Y Beta

Winner

CMU

0.10

KSTR

0.57

5Y Dividends CAGR

CMU

5.31%

KSTR

N/A

CMU vs KSTR - Historical Returns

Returns include dividend reinvestment.

Period	CMU	KSTR
1 month	-2.42%	+1.03%
3 months	-4.36%	+18.99%
6 months	+1.57%	+29.98%
1 year	+9.28%	+71.10%
5 years(CAGR)	-1.33%	-1.23%
10 years(CAGR)	+1.58%	N/A
Max(CAGR)	+4.15%	-0.96%

CMU

-2.42%

Winner

KSTR

+1.03%

CMU

-4.36%

Winner

KSTR

+18.99%

CMU

+1.57%

Winner

KSTR

+29.98%

CMU

+9.28%

Winner

KSTR

+71.10%

5Y(CAGR)

CMU

-1.33%

Winner

KSTR

-1.23%

10Y(CAGR)

CMU

+1.58%

KSTR

N/A

Max(CAGR)

Winner

CMU

+4.15%

KSTR

-0.96%

CMU vs KSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMU	KSTR
2026	+0.80%	+21.32%
2025	+5.08%	+47.58%
2024	+11.57%	+8.58%
2023	+9.93%	-19.85%
2022	-27.51%	-38.31%
2021	+7.14%	-1.70%
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 KSTR Drawdown Comparison

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

The maximum drawdown for KSTR was -66.46%, occurring on Sep 9, 2024. This drawdown has not yet recovered.

The current CMU drawdown is -10.68%. The current KSTR drawdown is -15.44%.

Rank	CMU	KSTR
#1	-57.26% May 21, 2007 - Sep 30, 2010	-66.46% Jul 12, 2021 - Sep 9, 2024
#2	-37.22% Sep 1, 2021 - Oct 31, 2022	-19.54% Feb 17, 2021 - Jun 18, 2021
#3	-32.82% Feb 25, 2020 - May 4, 2021	-4.22% Feb 2, 2021 - Feb 9, 2021
#4	-23.41% Apr 22, 2013 - Feb 3, 2015	-4.04% Jun 30, 2021 - Jul 8, 2021
#5	-16.02% Aug 23, 2016 - Oct 19, 2017	-2.03% Jun 21, 2021 - Jun 28, 2021
#6	-15.71% Nov 5, 2010 - Oct 17, 2011	-1.72% Jan 28, 2021 - Feb 2, 2021
#7	-14.29% Nov 3, 1999 - Aug 10, 2000	-0.39% Feb 11, 2021 - Feb 16, 2021
#8	-14.22% Mar 9, 2004 - Oct 19, 2004	-0.08% Feb 9, 2021 - Feb 11, 2021
#9	-13.94% Aug 11, 2000 - Jan 31, 2001	-0.07% Jul 8, 2021 - Jul 12, 2021
#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