CXH vs EIRL

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and ISHARES MSCI IRELAND ETF (EIRL, ETF).

5-Year PerformanceEIRL has outperformed CXH, delivering a return of +6.6% compared to -0.7%

CXH vs EIRL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	EIRL(ETF)
Net Assets	$70M	$70M
Expense Ratio	N/A	0.50%
Max Drawdown	54.10%	48.31%
Sharpe Ratio	0.63	0.85
5Y Beta	0.06	0.71
5Y Dividends CAGR	3.80%	31.55%

Net Assets

CXH

$70M

EIRL

$70M

Expense Ratio

CXH

N/A

EIRL

0.50%

Max Drawdown

CXH

54.10%

Winner

EIRL

48.31%

Sharpe Ratio

CXH

0.63

Winner

EIRL

0.85

5Y Beta

Winner

CXH

0.06

EIRL

0.71

5Y Dividends CAGR

CXH

3.80%

Winner

EIRL

31.55%

CXH vs EIRL - Historical Returns

Returns include dividend reinvestment.

Period	CXH	EIRL
1 month	-6.08%	+4.53%
3 months	-5.02%	+8.08%
6 months	+0.80%	+6.41%
1 year	+8.67%	+17.81%
5 years(CAGR)	-0.71%	+6.56%
10 years(CAGR)	+1.67%	+8.03%
Max(CAGR)	+5.48%	+9.54%

CXH

-6.08%

Winner

EIRL

+4.53%

CXH

-5.02%

Winner

EIRL

+8.08%

CXH

+0.80%

Winner

EIRL

+6.41%

CXH

+8.67%

Winner

EIRL

+17.81%

5Y(CAGR)

CXH

-0.71%

Winner

EIRL

+6.56%

10Y(CAGR)

CXH

+1.67%

Winner

EIRL

+8.03%

Max(CAGR)

CXH

+5.48%

Winner

EIRL

+9.54%

CXH vs EIRL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	EIRL
2026	+0.12%	+2.94%
2025	+3.62%	+29.98%
2024	+10.20%	+0.02%
2023	+9.31%	+33.06%
2022	-26.62%	-19.30%
2021	+10.16%	+12.16%
2020	+4.90%	+8.73%
2019	+13.79%	+27.86%
2018	-5.68%	-22.61%
2017	+7.60%	+29.99%
2016	-0.48%	-8.00%
2015	+11.47%	+22.18%
2014	+15.84%	-0.45%
2013	-14.45%	+43.44%
2012	+12.54%	+29.37%
2011	+18.49%	-9.13%
2010	+1.54%	-9.77%
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 EIRL Drawdown Comparison

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

The maximum drawdown for EIRL was -46.47%, occurring on Mar 18, 2020. Recovery took 719 trading sessions.

The current CXH drawdown is -9.33%. The current EIRL drawdown is -1.24%.

Rank	CXH	EIRL
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-46.47% Jan 24, 2018 - Dec 1, 2020
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-40.13% Sep 7, 2021 - Dec 19, 2023
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-27.35% May 2, 2011 - Mar 16, 2012
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-23.04% Jul 16, 2024 - Jul 23, 2025
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-22.71% Feb 28, 2014 - May 8, 2015
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-20.71% May 12, 2010 - Apr 21, 2011
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-19.47% Dec 29, 2015 - Apr 24, 2017
#8	-12.25% Sep 1, 2017 - May 22, 2019	-18.05% Mar 20, 2012 - Nov 29, 2012
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-14.28% Feb 4, 2026 - Jun 4, 2026
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-11.11% Jan 7, 2021 - Mar 10, 2021
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-10.19% May 27, 2021 - Aug 11, 2021
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-7.89% Sep 17, 2015 - Dec 23, 2015
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-7.35% Jun 3, 2024 - Jul 16, 2024
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-7.23% Aug 5, 2015 - Sep 17, 2015
#15	-7.38% Mar 2, 2012 - May 11, 2012	-6.86% Dec 27, 2023 - Jan 25, 2024

Correlation

Correlation between CXH and EIRL is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (1999 - 2026)

CXH vs EIRL dividend yield comparison.

Year	CXH	EIRL
2026	4.47%	0.00%
2025	4.70%	2.71%
2024	3.84%	2.56%
2023	3.63%	1.00%
2022	4.75%	1.13%
2021	4.77%	0.82%
2020	4.77%	0.50%
2019	4.63%	2.11%
2018	5.28%	1.52%
2017	4.90%	1.44%
2016	5.19%	1.34%
2015	5.14%	1.70%
2014	5.62%	2.26%
2013	6.39%	1.65%
2012	5.93%	1.34%
2011	7.21%	2.17%
2010	7.94%	2.19%
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%