CXH vs CVRD

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and MADISON COVERED CALL ETF (CVRD, ETF).

CXH vs CVRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	CVRD(ETF)
Net Assets	$35M	$35M
Expense Ratio	N/A	0.92%
Max Drawdown	54.10%	26.36%
Sharpe Ratio	0.62	0.29
5Y Beta	0.06	0.65
P/E Ratio	N/A	32.41
Forward P/E	N/A	14.77
PEG Ratio	N/A	0.03
5Y Dividends CAGR	3.80%	N/A
5Y EPS CAGR	N/A	14.03%
Debt to Equity	N/A	53.53%
P/S Ratio	N/A	2.54
P/B Ratio	N/A	3.46

Net Assets

CXH

$35M

Winner

CVRD

$35M

Expense Ratio

CXH

N/A

CVRD

0.92%

Max Drawdown

CXH

54.10%

Winner

CVRD

26.36%

Sharpe Ratio

Winner

CXH

0.62

CVRD

0.29

5Y Beta

Winner

CXH

0.06

CVRD

0.65

P/E Ratio

CXH

N/A

CVRD

32.41

Forward P/E

CXH

N/A

CVRD

14.77

PEG Ratio

CXH

N/A

CVRD

0.03

5Y Dividends CAGR

CXH

3.80%

CVRD

N/A

5Y EPS CAGR

CXH

N/A

CVRD

14.03%

Debt to Equity

CXH

N/A

CVRD

53.53%

P/S Ratio

CXH

N/A

CVRD

2.54

P/B Ratio

CXH

N/A

CVRD

3.46

CXH vs CVRD - Historical Returns

Returns include dividend reinvestment.

Period	CXH	CVRD
1 month	-6.08%	-0.08%
3 months	-5.02%	+3.18%
6 months	+0.80%	+1.74%
1 year	+8.67%	+6.22%
5 years(CAGR)	-0.71%	N/A
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+5.48%	+6.46%

CXH

-6.08%

Winner

CVRD

-0.08%

CXH

-5.02%

Winner

CVRD

+3.18%

CXH

+0.80%

Winner

CVRD

+1.74%

Winner

CXH

+8.67%

CVRD

+6.22%

5Y(CAGR)

CXH

-0.71%

CVRD

N/A

10Y(CAGR)

CXH

+1.67%

CVRD

N/A

Max(CAGR)

CXH

+5.48%

Winner

CVRD

+6.46%

CXH vs CVRD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	CVRD
2026	+0.12%	+1.85%
2025	+3.62%	+6.01%
2024	+10.20%	+4.83%
2023	+9.31%	+5.15%
2022	-26.62%	N/A
2021	+10.16%	N/A
2020	+4.90%	N/A
2019	+13.79%	N/A
2018	-5.68%	N/A
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 CVRD Drawdown Comparison

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

The maximum drawdown for CVRD was -17.95%, occurring on Apr 8, 2025. Recovery took 143 trading sessions.

The current CXH drawdown is -9.33%. The current CVRD drawdown is -2.27%.

Rank	CXH	CVRD
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-17.95% Dec 2, 2024 - Jul 1, 2025
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-6.47% Sep 1, 2023 - Dec 1, 2023
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-5.70% Jan 26, 2026 - Apr 17, 2026
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-5.29% Oct 27, 2025 - Dec 10, 2025
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-4.19% Jul 16, 2024 - Aug 15, 2024
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-3.87% Mar 28, 2024 - May 15, 2024
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-3.36% Jul 25, 2025 - Aug 22, 2025
#8	-12.25% Sep 1, 2017 - May 22, 2019	-2.84% Jun 1, 2026 - Jun 10, 2026
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-2.67% May 17, 2024 - Jul 16, 2024
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-2.65% Aug 22, 2025 - Oct 21, 2025
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-2.22% Apr 30, 2026 - May 29, 2026
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-1.97% Aug 30, 2024 - Sep 17, 2024
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-1.86% Jan 15, 2026 - Jan 22, 2026
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-1.49% Dec 11, 2025 - Jan 5, 2026
#15	-7.38% Mar 2, 2012 - May 11, 2012	-1.26% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between CXH and CVRD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (1999 - 2026)

CXH vs CVRD dividend yield comparison.

Year	CXH	CVRD
2026	4.47%	1.62%
2025	4.70%	7.63%
2024	3.84%	15.70%
2023	3.63%	1.50%
2022	4.75%	0.00%
2021	4.77%	0.00%
2020	4.77%	0.00%
2019	4.63%	0.00%
2018	5.28%	0.00%
2017	4.90%	0.00%
2016	5.19%	0.00%
2015	5.14%	0.00%
2014	5.62%	0.00%
2013	6.39%	0.00%
2012	5.93%	0.00%
2011	7.21%	0.00%
2010	7.94%	0.00%
2009	6.58%	0.00%
2008	8.78%	0.00%
2007	5.77%	0.00%
2006	5.29%	0.00%
2005	6.41%	0.00%
2004	7.55%	0.00%
2003	7.07%	0.00%
2002	7.16%	0.00%
2001	6.21%	0.00%
2000	6.39%	0.00%
1999	1.18%	0.00%