CXH vs KWT

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

5-Year PerformanceKWT has outperformed CXH, delivering a return of +9.2% compared to -0.7%

CXH vs KWT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	KWT(ETF)
Net Assets	$70M	$70M
Expense Ratio	N/A	0.75%
Max Drawdown	54.10%	29.94%
Sharpe Ratio	0.62	0.22
5Y Beta	0.06	0.33
5Y Dividends CAGR	3.80%	102.87%

Net Assets

CXH

$70M

Winner

KWT

$70M

Expense Ratio

CXH

N/A

KWT

0.75%

Max Drawdown

CXH

54.10%

Winner

KWT

29.94%

Sharpe Ratio

Winner

CXH

0.62

KWT

0.22

5Y Beta

Winner

CXH

0.06

KWT

0.33

5Y Dividends CAGR

CXH

3.80%

Winner

KWT

102.87%

CXH vs KWT - Historical Returns

Returns include dividend reinvestment.

Period	CXH	KWT
1 month	-6.08%	+0.31%
3 months	-5.02%	+4.30%
6 months	+0.80%	-2.86%
1 year	+8.67%	+7.49%
5 years(CAGR)	-0.71%	+9.24%
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+5.48%	+12.71%

CXH

-6.08%

Winner

KWT

+0.31%

CXH

-5.02%

Winner

KWT

+4.30%

Winner

CXH

+0.80%

KWT

-2.86%

Winner

CXH

+8.67%

KWT

+7.49%

5Y(CAGR)

CXH

-0.71%

Winner

KWT

+9.24%

10Y(CAGR)

CXH

+1.67%

KWT

N/A

Max(CAGR)

CXH

+5.48%

Winner

KWT

+12.71%

CXH vs KWT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	KWT
2026	+0.12%	-0.13%
2025	+3.62%	+25.48%
2024	+10.20%	+9.92%
2023	+9.31%	-1.98%
2022	-26.62%	+4.99%
2021	+10.16%	+32.03%
2020	+4.90%	+9.07%
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 KWT Drawdown Comparison

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

The maximum drawdown for KWT was -24.33%, occurring on Oct 27, 2023. Recovery took 696 trading sessions.

The current CXH drawdown is -9.33%. The current KWT drawdown is -4.95%.

Rank	CXH	KWT
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-24.33% May 6, 2022 - Feb 14, 2025
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-11.54% Dec 19, 2025 - Mar 27, 2026
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-9.82% Feb 28, 2025 - May 12, 2025
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-8.70% Oct 12, 2020 - Jan 26, 2021
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-8.06% Nov 12, 2021 - Jan 12, 2022
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-4.72% Sep 25, 2020 - Oct 7, 2020
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-4.71% Jun 10, 2025 - Jun 26, 2025
#8	-12.25% Sep 1, 2017 - May 22, 2019	-3.31% Jun 28, 2021 - Jul 26, 2021
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-3.20% Jan 28, 2021 - Mar 11, 2021
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-2.99% Aug 13, 2025 - Sep 11, 2025
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-2.80% May 20, 2021 - Jun 17, 2021
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-2.80% Oct 31, 2025 - Dec 9, 2025
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-2.72% Sep 23, 2025 - Oct 30, 2025
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-2.36% Jul 14, 2025 - Aug 13, 2025
#15	-7.38% Mar 2, 2012 - May 11, 2012	-2.33% Dec 12, 2025 - Dec 19, 2025

Correlation

Correlation between CXH and KWT is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09

-101

Dividend Comparison (1999 - 2026)

CXH vs KWT dividend yield comparison.

Year	CXH	KWT
2026	4.47%	0.00%
2025	4.70%	5.40%
2024	3.84%	6.09%
2023	3.63%	2.25%
2022	4.75%	5.87%
2021	4.77%	7.65%
2020	4.77%	0.27%
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%