CXH vs CPSN

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - JULY (CPSN, ETF).

5-Year PerformanceCPSN has outperformed CXH, delivering a return of +94.1% compared to -0.7%

CXH vs CPSN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	CPSN(ETF)
Net Assets	$35M	$35M
Expense Ratio	N/A	0.69%
Max Drawdown	54.10%	87.50%
Sharpe Ratio	0.62	1.44
5Y Beta	0.06	0.16
5Y Dividends CAGR	3.80%	N/A

Net Assets

CXH

$35M

CPSN

$35M

Expense Ratio

CXH

N/A

CPSN

0.69%

Max Drawdown

Winner

CXH

54.10%

CPSN

87.50%

Sharpe Ratio

CXH

0.62

Winner

CPSN

1.44

5Y Beta

Winner

CXH

0.06

CPSN

0.16

5Y Dividends CAGR

CXH

3.80%

CPSN

N/A

CXH vs CPSN - Historical Returns

Returns include dividend reinvestment.

Period	CXH	CPSN
1 month	-6.08%	+0.43%
3 months	-5.02%	+2.60%
6 months	+0.80%	+2.84%
1 year	+8.67%	+6.80%
5 years(CAGR)	-0.71%	+94.12%
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+5.48%	+43.20%

CXH

-6.08%

Winner

CPSN

+0.43%

CXH

-5.02%

Winner

CPSN

+2.60%

CXH

+0.80%

Winner

CPSN

+2.84%

Winner

CXH

+8.67%

CPSN

+6.80%

5Y(CAGR)

CXH

-0.71%

Winner

CPSN

+94.12%

10Y(CAGR)

CXH

+1.67%

CPSN

N/A

Max(CAGR)

CXH

+5.48%

Winner

CPSN

+43.20%

CXH vs CPSN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	CPSN
2026	+0.12%	+2.54%
2025	+3.62%	+6.19%
2024	+10.20%	+0.82%
2023	+9.31%	N/A
2022	-26.62%	+0.00%
2021	+10.16%	-37.50%
2020	+4.90%	-20.00%
2019	+13.79%	+8.70%
2018	-5.68%	+56.97%
2017	+7.60%	N/A
2016	-0.48%	N/A
2015	+11.47%	N/A
2014	+15.84%	N/A
2013	-14.45%	N/A
2012	+12.54%	N/A
2011	+18.49%	N/A
2010	+1.54%	N/A
2009	+56.18%	N/A
2008	-31.18%	N/A
2007	-6.83%	N/A
2006	+8.83%	N/A
2005	+10.09%	N/A
2004	+5.08%	N/A
2003	+11.01%	N/A
2002	+3.92%	N/A
2001	+20.12%	N/A
2000	+17.36%	N/A
1999	-2.43%	N/A

CXH vs CPSN Drawdown Comparison

The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.

The maximum drawdown for CPSN was -87.50%, occurring on Sep 7, 2021. Recovery took 618 trading sessions.

The current CXH drawdown is -9.33%. The current CPSN drawdown is -0.15%.

Rank	CXH	CPSN
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-87.50% Aug 27, 2018 - Nov 1, 2024
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-6.40% Aug 15, 2018 - Aug 17, 2018
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-3.23% Feb 19, 2025 - May 14, 2025
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-1.63% Feb 9, 2026 - Apr 13, 2026
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-1.46% Aug 17, 2018 - Aug 21, 2018
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-0.61% Jun 2, 2026 - Jun 10, 2026
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-0.61% Aug 7, 2018 - Aug 9, 2018
#8	-12.25% Sep 1, 2017 - May 22, 2019	-0.60% Nov 11, 2025 - Nov 26, 2025
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-0.60% May 19, 2025 - Jun 3, 2025
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-0.51% Dec 16, 2024 - Dec 24, 2024
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-0.49% Jan 6, 2025 - Jan 17, 2025
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-0.41% Jan 24, 2025 - Feb 6, 2025
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-0.39% Jan 28, 2026 - Feb 9, 2026
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-0.37% Jan 12, 2026 - Jan 26, 2026
#15	-7.38% Mar 2, 2012 - May 11, 2012	-0.37% Dec 24, 2024 - Jan 6, 2025