CXH vs MYCI

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and SPDR SSGA MY2029 CORPORATE BOND ETF (MYCI, ETF).

CXH vs MYCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CXH(ETF)	MYCI(ETF)
Net Assets	$35M	$35M
Expense Ratio	N/A	0.15%
Max Drawdown	54.10%	3.55%
Sharpe Ratio	0.62	0.46
5Y Beta	0.06	0.05
5Y Dividends CAGR	3.80%	N/A

Net Assets

CXH

$35M

Winner

MYCI

$35M

Expense Ratio

CXH

N/A

MYCI

0.15%

Max Drawdown

CXH

54.10%

Winner

MYCI

3.55%

Sharpe Ratio

Winner

CXH

0.62

MYCI

0.46

5Y Beta

CXH

0.06

Winner

MYCI

0.05

5Y Dividends CAGR

CXH

3.80%

MYCI

N/A

CXH vs MYCI - Historical Returns

Returns include dividend reinvestment.

Period	CXH	MYCI
1 month	-6.08%	+0.33%
3 months	-5.02%	+0.81%
6 months	+0.80%	+1.23%
1 year	+8.67%	+4.61%
5 years(CAGR)	-0.71%	N/A
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+5.48%	+3.80%

CXH

-6.08%

Winner

MYCI

+0.33%

CXH

-5.02%

Winner

MYCI

+0.81%

CXH

+0.80%

Winner

MYCI

+1.23%

Winner

CXH

+8.67%

MYCI

+4.61%

5Y(CAGR)

CXH

-0.71%

MYCI

N/A

10Y(CAGR)

CXH

+1.67%

MYCI

N/A

Max(CAGR)

Winner

CXH

+5.48%

MYCI

+3.80%

CXH vs MYCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CXH	MYCI
2026	+0.12%	+0.75%
2025	+3.62%	+7.58%
2024	+10.20%	-1.56%
2023	+9.31%	N/A
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 MYCI Drawdown Comparison

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

The maximum drawdown for MYCI was -2.41%, occurring on Jan 13, 2025. Recovery took 105 trading sessions.

The current CXH drawdown is -9.33%. The current MYCI drawdown is -0.36%.

Rank	CXH	MYCI
#1	-49.04% Mar 13, 2007 - Mar 1, 2010	-2.41% Sep 24, 2024 - Feb 26, 2025
#2	-34.67% Aug 4, 2021 - Oct 27, 2022	-1.78% Apr 3, 2025 - Apr 28, 2025
#3	-28.19% Mar 4, 2020 - Feb 1, 2021	-1.56% Feb 27, 2026 - Mar 26, 2026
#4	-22.75% Jul 11, 2012 - Jul 10, 2015	-0.83% Apr 30, 2025 - May 30, 2025
#5	-17.94% Sep 9, 2010 - Sep 26, 2011	-0.65% Jun 4, 2025 - Jun 12, 2025
#6	-15.34% Mar 11, 2004 - Feb 4, 2005	-0.55% Mar 3, 2025 - Mar 19, 2025
#7	-12.58% Sep 6, 2016 - Aug 29, 2017	-0.54% Oct 28, 2025 - Nov 24, 2025
#8	-12.25% Sep 1, 2017 - May 22, 2019	-0.52% Jun 30, 2025 - Jul 21, 2025
#9	-9.74% Aug 30, 2002 - Apr 29, 2003	-0.46% Sep 16, 2025 - Oct 13, 2025
#10	-9.23% Jul 10, 2003 - Nov 28, 2003	-0.30% Nov 26, 2025 - Dec 18, 2025
#11	-8.86% Mar 1, 2002 - Jun 26, 2002	-0.26% Mar 21, 2025 - Mar 28, 2025
#12	-8.51% Nov 14, 2001 - Feb 28, 2002	-0.24% Aug 13, 2025 - Aug 22, 2025
#13	-8.23% Nov 16, 1999 - Apr 10, 2000	-0.22% Jun 12, 2025 - Jun 20, 2025
#14	-8.01% Feb 22, 2006 - Sep 22, 2006	-0.22% Jul 22, 2025 - Jul 29, 2025
#15	-7.38% Mar 2, 2012 - May 11, 2012	-0.20% Aug 4, 2025 - Aug 13, 2025

Correlation

Correlation between CXH and MYCI is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (1999 - 2026)

CXH vs MYCI dividend yield comparison.

Year	CXH	MYCI
2026	4.47%	1.87%
2025	4.70%	4.56%
2024	3.84%	1.19%
2023	3.63%	0.00%
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%