CXE vs XHE
Comparison between MFS High Income Municipal Trust (CXE, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE EQUIPMENT ETF (XHE, ETF).
5-Year PerformanceCXE has outperformed XHE, delivering a return of -2.6% compared to -7.5%
CXE vs XHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CXE vs XHE - Historical Returns
Returns include dividend reinvestment.
CXE vs XHE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CXE | XHE |
|---|---|---|
| 2026 | +1.94% | -7.64% |
| 2025 | +6.29% | -0.75% |
| 2024 | +6.49% | +6.09% |
| 2023 | +5.19% | -5.73% |
| 2022 | -27.57% | -24.77% |
| 2021 | +7.05% | +3.60% |
| 2020 | -1.56% | +32.76% |
| 2019 | +17.75% | +24.69% |
| 2018 | -7.61% | +7.34% |
| 2017 | +12.89% | +30.33% |
| 2016 | +4.82% | +15.86% |
| 2015 | +8.46% | +10.94% |
| 2014 | +14.53% | +17.45% |
| 2013 | -14.04% | +34.35% |
| 2012 | +11.07% | +12.28% |
| 2011 | +21.82% | -1.58% |
| 2010 | +4.70% | N/A |
| 2009 | +75.31% | N/A |
| 2008 | -43.87% | N/A |
| 2007 | -16.27% | N/A |
| 2006 | +9.01% | N/A |
| 2005 | +11.02% | N/A |
| 2004 | +5.77% | N/A |
| 2003 | +9.75% | N/A |
| 2002 | +7.15% | N/A |
| 2001 | +3.46% | N/A |
| 2000 | -0.89% | N/A |
| 1999 | +0.00% | N/A |
CXE vs XHE Drawdown Comparison
The maximum drawdown for CXE was -56.75%, occurring on Dec 16, 2008. Recovery took 1103 trading sessions.
The maximum drawdown for XHE was -49.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current CXE drawdown is -14.38%. The current XHE drawdown is -39.27%.
| Rank | CXE | XHE |
|---|---|---|
| #1 | -56.75% Mar 23, 2006 - Aug 10, 2010 | -49.92% Sep 2, 2021 - Oct 30, 2023 |
| #2 | -39.20% Aug 27, 2021 - Oct 19, 2023 | -34.17% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -34.08% Feb 25, 2020 - May 4, 2021 | -27.37% Sep 13, 2018 - Jan 22, 2020 |
| #4 | -24.27% Sep 28, 2012 - Nov 30, 2015 | -22.05% Jul 7, 2011 - May 1, 2012 |
| #5 | -14.93% Sep 2, 2010 - Sep 29, 2011 | -20.04% Jul 22, 2015 - Jun 7, 2016 |
| #6 | -14.57% Mar 9, 2004 - Oct 12, 2004 | -11.92% Sep 7, 2016 - Feb 9, 2017 |
| #7 | -14.03% Sep 8, 2000 - Jan 5, 2001 | -11.24% Feb 12, 2021 - Jun 24, 2021 |
| #8 | -13.94% Jul 8, 2016 - Jul 3, 2017 | -10.41% Oct 3, 2012 - Jan 25, 2013 |
| #9 | -11.93% Nov 5, 1999 - Sep 8, 2000 | -10.13% Jan 29, 2018 - Mar 9, 2018 |
| #10 | -11.51% Nov 28, 2017 - Mar 29, 2019 | -9.42% May 2, 2012 - Jun 29, 2012 |
| #11 | -10.76% Aug 1, 2019 - Feb 24, 2020 | -9.25% Mar 4, 2014 - Oct 29, 2014 |
| #12 | -9.79% Sep 17, 2002 - Apr 23, 2003 | -8.30% Jul 3, 2012 - Sep 6, 2012 |
| #13 | -8.57% Aug 29, 2001 - Feb 22, 2002 | -6.97% Aug 5, 2020 - Oct 7, 2020 |
| #14 | -7.96% Feb 14, 2005 - Sep 28, 2005 | -6.92% Jun 25, 2021 - Aug 31, 2021 |
| #15 | -7.85% Jan 16, 2001 - Aug 16, 2001 | -6.51% Jan 16, 2014 - Mar 4, 2014 |
Correlation
Correlation between CXE and XHE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
CXE vs XHE dividend yield comparison.
| Year | CXE | XHE |
|---|---|---|
| 2026 | 3.36% | 0.00% |
| 2025 | 5.59% | 0.08% |
| 2024 | 4.97% | 0.04% |
| 2023 | 4.39% | 0.03% |
| 2022 | 5.70% | 0.04% |
| 2021 | 4.74% | 0.00% |
| 2020 | 4.86% | 0.00% |
| 2019 | 4.73% | 0.05% |
| 2018 | 6.17% | 0.09% |
| 2017 | 5.72% | 0.78% |
| 2016 | 6.04% | 0.17% |
| 2015 | 6.27% | 7.22% |
| 2014 | 6.39% | 1.83% |
| 2013 | 7.25% | 0.19% |
| 2012 | 6.67% | 2.03% |
| 2011 | 7.23% | 0.45% |
| 2010 | 8.26% | 0.00% |
| 2009 | 7.56% | 0.00% |
| 2008 | 11.99% | 0.00% |
| 2007 | 6.42% | 0.00% |
| 2006 | 6.32% | 0.00% |
| 2005 | 6.70% | 0.00% |
| 2004 | 7.87% | 0.00% |
| 2003 | 7.59% | 0.00% |
| 2002 | 8.03% | 0.00% |
| 2001 | 7.00% | 0.00% |
| 2000 | 3.17% | 0.00% |
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