CXH vs LCR

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and LEUTHOLD CORE ETF (LCR, ETF).

5-Year PerformanceLCR has outperformed CXH, delivering a return of +6.4% compared to -0.7%

CXH vs LCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	LCR(ETF)
Net Assets	$70M	$70M
Expense Ratio	N/A	0.84%
Max Drawdown	54.10%	17.44%
Sharpe Ratio	0.63	1.09
5Y Beta	0.06	0.46
5Y Dividends CAGR	3.80%	N/A

Net Assets

Winner

CXH

$70M

LCR

$70M

Expense Ratio

CXH

N/A

LCR

0.84%

Max Drawdown

CXH

54.10%

Winner

LCR

17.44%

Sharpe Ratio

CXH

0.63

Winner

LCR

1.09

5Y Beta

Winner

CXH

0.06

LCR

0.46

5Y Dividends CAGR

CXH

3.80%

LCR

N/A

CXH vs LCR - Historical Returns

Returns include dividend reinvestment.

Period	CXH	LCR
1 month	-6.08%	+0.99%
3 months	-5.02%	+2.33%
6 months	+0.80%	+3.28%
1 year	+8.67%	+12.56%
5 years(CAGR)	-0.71%	+6.45%
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+5.48%	+8.25%

CXH

-6.08%

Winner

LCR

+0.99%

CXH

-5.02%

Winner

LCR

+2.33%

CXH

+0.80%

Winner

LCR

+3.28%

CXH

+8.67%

Winner

LCR

+12.56%

5Y(CAGR)

CXH

-0.71%

Winner

LCR

+6.45%

10Y(CAGR)

CXH

+1.67%

LCR

N/A

Max(CAGR)

CXH

+5.48%

Winner

LCR

+8.25%

CXH vs LCR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	LCR
2026	+0.12%	+2.48%
2025	+3.62%	+12.46%
2024	+10.20%	+9.27%
2023	+9.31%	+13.20%
2022	-26.62%	-8.04%
2021	+10.16%	+12.47%
2020	+4.90%	+13.28%
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 LCR Drawdown Comparison

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

The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.

The current CXH drawdown is -9.33%. The current LCR drawdown is -1.72%.

Rank	CXH	LCR
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-17.44% Feb 19, 2020 - Jul 15, 2020
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-13.40% Jan 4, 2022 - Jul 18, 2023
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-8.58% Nov 29, 2024 - Jun 24, 2025
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-6.22% Jul 19, 2023 - Dec 1, 2023
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-6.02% Feb 26, 2026 - May 6, 2026
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-5.18% Sep 2, 2020 - Nov 16, 2020
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-3.94% Jul 16, 2024 - Aug 21, 2024
#8	-12.25% Sep 1, 2017 - May 22, 2019	-3.72% Feb 12, 2021 - Apr 5, 2021
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-3.60% Mar 28, 2024 - Jun 17, 2024
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-3.12% Nov 16, 2021 - Jan 3, 2022
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-3.04% May 7, 2021 - Jul 12, 2021
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-2.98% Oct 27, 2025 - Dec 3, 2025
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-2.97% Sep 1, 2021 - Oct 21, 2021
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-2.29% Jul 12, 2021 - Jul 26, 2021
#15	-7.38% Mar 2, 2012 - May 11, 2012	-2.17% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between CXH and LCR is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (1999 - 2026)

CXH vs LCR dividend yield comparison.

Year	CXH	LCR
2026	4.47%	0.00%
2025	4.70%	1.37%
2024	3.84%	1.86%
2023	3.63%	1.60%
2022	4.75%	0.75%
2021	4.77%	0.21%
2020	4.77%	0.62%
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%