CXH vs LQDI
Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and ISHARES INFLATION HEDGED CORPORATE BOND ETF (LQDI, ETF).
5-Year PerformanceLQDI has outperformed CXH, delivering a return of +1.9% compared to -0.7%
CXH vs LQDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CXH vs LQDI - Historical Returns
Returns include dividend reinvestment.
CXH vs LQDI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CXH | LQDI |
|---|---|---|
| 2026 | +0.12% | +1.70% |
| 2025 | +3.62% | +8.41% |
| 2024 | +10.20% | +2.18% |
| 2023 | +9.31% | +8.92% |
| 2022 | -26.62% | -14.61% |
| 2021 | +10.16% | +7.62% |
| 2020 | +4.90% | +11.30% |
| 2019 | +13.79% | +15.86% |
| 2018 | -5.68% | -2.07% |
| 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 LQDI Drawdown Comparison
The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.
The maximum drawdown for LQDI was -28.99%, occurring on Mar 20, 2020. Recovery took 84 trading sessions.
The current CXH drawdown is -9.33%. The current LQDI drawdown is -0.72%.
| Rank | CXH | LQDI |
|---|---|---|
| #1 | -49.04% Mar 13, 2007 - Mar 1, 2010 | -28.99% Mar 6, 2020 - Jul 7, 2020 |
| #2 | -34.67% Aug 4, 2021 - Oct 27, 2022 | -20.67% Nov 9, 2021 - Aug 28, 2025 |
| #3 | -28.19% Mar 4, 2020 - Feb 1, 2021 | -4.96% Feb 8, 2021 - May 6, 2021 |
| #4 | -22.75% Jul 11, 2012 - Jul 10, 2015 | -4.53% Aug 6, 2018 - Feb 8, 2019 |
| #5 | -17.94% Sep 9, 2010 - Sep 26, 2011 | -3.35% Aug 30, 2019 - Nov 26, 2019 |
| #6 | -15.34% Mar 11, 2004 - Feb 4, 2005 | -3.28% Sep 2, 2020 - Nov 4, 2020 |
| #7 | -12.58% Sep 6, 2016 - Aug 29, 2017 | -2.88% Oct 27, 2025 - Apr 24, 2026 |
| #8 | -12.25% Sep 1, 2017 - May 22, 2019 | -2.31% Nov 4, 2020 - Nov 19, 2020 |
| #9 | -9.74% Aug 30, 2002 - Apr 29, 2003 | -2.26% Aug 7, 2020 - Sep 1, 2020 |
| #10 | -9.23% Jul 10, 2003 - Nov 28, 2003 | -1.81% Feb 21, 2020 - Mar 5, 2020 |
| #11 | -8.86% Mar 1, 2002 - Jun 26, 2002 | -1.65% Oct 27, 2021 - Nov 5, 2021 |
| #12 | -8.51% Nov 14, 2001 - Feb 28, 2002 | -1.61% Sep 14, 2021 - Oct 14, 2021 |
| #13 | -8.23% Nov 16, 1999 - Apr 10, 2000 | -1.60% May 29, 2018 - Jul 12, 2018 |
| #14 | -8.01% Feb 22, 2006 - Sep 22, 2006 | -1.54% Aug 1, 2019 - Aug 14, 2019 |
| #15 | -7.38% Mar 2, 2012 - May 11, 2012 | -1.46% Apr 26, 2019 - Jun 3, 2019 |
Correlation
Correlation between CXH and LQDI is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
CXH vs LQDI dividend yield comparison.
| Year | CXH | LQDI |
|---|---|---|
| 2026 | 4.47% | 1.98% |
| 2025 | 4.70% | 4.46% |
| 2024 | 3.84% | 4.65% |
| 2023 | 3.63% | 3.98% |
| 2022 | 4.75% | 3.27% |
| 2021 | 4.77% | 2.42% |
| 2020 | 4.77% | 2.34% |
| 2019 | 4.63% | 3.26% |
| 2018 | 5.28% | 2.53% |
| 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% |
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