CMU vs PSCX

Comparison between MFS High Yield Municipal Trust (CMU, ETF) and PACER SWAN SOS CONSERVATIVE (JANUARY) ETF (PSCX, ETF).

5-Year PerformancePSCX has outperformed CMU, delivering a return of +8.3% compared to -1.3%

CMU vs PSCX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMU(ETF)	PSCX(ETF)
Net Assets	$47M	$47M
Expense Ratio	N/A	0.49%
Max Drawdown	62.40%	10.20%
Sharpe Ratio	0.59	1.76
5Y Beta	0.10	0.42
5Y Dividends CAGR	5.31%	N/A

Net Assets

Winner

CMU

$47M

PSCX

$47M

Expense Ratio

CMU

N/A

PSCX

0.49%

Max Drawdown

CMU

62.40%

Winner

PSCX

10.20%

Sharpe Ratio

CMU

0.59

Winner

PSCX

1.76

5Y Beta

Winner

CMU

0.10

PSCX

0.42

5Y Dividends CAGR

CMU

5.31%

PSCX

N/A

CMU vs PSCX - Historical Returns

Returns include dividend reinvestment.

Period	CMU	PSCX
1 month	-2.42%	+0.49%
3 months	-4.36%	+5.53%
6 months	+1.57%	+5.08%
1 year	+9.28%	+14.13%
5 years(CAGR)	-1.33%	+8.28%
10 years(CAGR)	+1.58%	N/A
Max(CAGR)	+4.15%	+8.67%

CMU

-2.42%

Winner

PSCX

+0.49%

CMU

-4.36%

Winner

PSCX

+5.53%

CMU

+1.57%

Winner

PSCX

+5.08%

CMU

+9.28%

Winner

PSCX

+14.13%

5Y(CAGR)

CMU

-1.33%

Winner

PSCX

+8.28%

10Y(CAGR)

CMU

+1.58%

PSCX

N/A

Max(CAGR)

CMU

+4.15%

Winner

PSCX

+8.67%

CMU vs PSCX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMU	PSCX
2026	+0.80%	+4.58%
2025	+5.08%	+11.98%
2024	+11.57%	+13.87%
2023	+9.93%	+16.68%
2022	-27.51%	-7.39%
2021	+7.14%	+9.80%
2020	-2.97%	+0.81%
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 PSCX Drawdown Comparison

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

The maximum drawdown for PSCX was -10.20%, occurring on Jun 17, 2022. Recovery took 354 trading sessions.

The current CMU drawdown is -10.68%. The current PSCX drawdown is -0.68%.

Rank	CMU	PSCX
#1	-57.26% May 21, 2007 - Sep 30, 2010	-10.20% Jan 4, 2022 - Jun 2, 2023
#2	-37.22% Sep 1, 2021 - Oct 31, 2022	-9.61% Feb 18, 2025 - Jun 10, 2025
#3	-32.82% Feb 25, 2020 - May 4, 2021	-5.11% Sep 14, 2023 - Nov 10, 2023
#4	-23.41% Apr 22, 2013 - Feb 3, 2015	-4.20% Jan 12, 2026 - Apr 14, 2026
#5	-16.02% Aug 23, 2016 - Oct 19, 2017	-3.45% Jul 16, 2024 - Aug 16, 2024
#6	-15.71% Nov 5, 2010 - Oct 17, 2011	-2.46% Mar 28, 2024 - May 9, 2024
#7	-14.29% Nov 3, 1999 - Aug 10, 2000	-1.71% Nov 10, 2025 - Nov 25, 2025
#8	-14.22% Mar 9, 2004 - Oct 19, 2004	-1.63% Jul 28, 2023 - Aug 30, 2023
#9	-13.94% Aug 11, 2000 - Jan 31, 2001	-1.59% Jan 21, 2021 - Feb 5, 2021
#10	-11.98% Aug 24, 2001 - Jun 3, 2002	-1.55% Feb 24, 2021 - Mar 11, 2021
#11	-10.37% Oct 19, 2017 - Feb 1, 2019	-1.52% Jun 4, 2026 - Jun 10, 2026
#12	-10.31% Feb 14, 2005 - Jan 25, 2006	-1.51% Aug 30, 2024 - Sep 13, 2024
#13	-10.14% Mar 4, 2015 - Oct 30, 2015	-1.48% May 7, 2021 - May 28, 2021
#14	-8.79% Sep 23, 2002 - Apr 23, 2003	-1.27% Jan 6, 2025 - Jan 17, 2025
#15	-8.20% Sep 26, 2012 - Apr 15, 2013	-1.17% Jul 28, 2025 - Aug 8, 2025