CXH vs OCTU
Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF).
CXH vs OCTU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CXH
$70M
Winner
OCTU
$70M
Expense Ratio
CXH
N/A
OCTU
0.74%
Max Drawdown
CXH
54.10%
Winner
OCTU
11.24%
Sharpe Ratio
CXH
0.63
Winner
OCTU
1.48
5Y Beta
Winner
CXH
0.06
OCTU
0.59
5Y Dividends CAGR
CXH
3.80%
OCTU
N/A
CXH vs OCTU - Historical Returns
Returns include dividend reinvestment.
1M
CXH
-6.08%
Winner
OCTU
+1.69%
3M
CXH
-5.02%
Winner
OCTU
+6.47%
6M
CXH
+0.80%
Winner
OCTU
+5.64%
1Y
CXH
+8.67%
Winner
OCTU
+18.44%
5Y(CAGR)
CXH
-0.71%
OCTU
N/A
10Y(CAGR)
CXH
+1.67%
OCTU
N/A
Max(CAGR)
CXH
+5.48%
Winner
OCTU
+12.23%
CXH vs OCTU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CXH | OCTU |
|---|---|---|
| 2026 | +0.12% | +6.01% |
| 2025 | +3.62% | +12.54% |
| 2024 | +10.20% | +1.87% |
| 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 OCTU Drawdown Comparison
The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.
The maximum drawdown for OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current CXH drawdown is -9.33%. The current OCTU drawdown is -2.26%.
| Rank | CXH | OCTU |
|---|---|---|
| #1 | -49.04% Mar 13, 2007 - Mar 1, 2010 | -11.24% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -34.67% Aug 4, 2021 - Oct 27, 2022 | -5.92% Jan 27, 2026 - Apr 15, 2026 |
| #3 | -28.19% Mar 4, 2020 - Feb 1, 2021 | -3.66% Oct 28, 2025 - Jan 6, 2026 |
| #4 | -22.75% Jul 11, 2012 - Jul 10, 2015 | -3.65% Dec 6, 2024 - Feb 19, 2025 |
| #5 | -17.94% Sep 9, 2010 - Sep 26, 2011 | -2.26% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -15.34% Mar 11, 2004 - Feb 4, 2005 | -2.00% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -12.58% Sep 6, 2016 - Aug 29, 2017 | -1.97% Oct 14, 2024 - Nov 6, 2024 |
| #8 | -12.25% Sep 1, 2017 - May 22, 2019 | -1.97% Jul 25, 2025 - Aug 12, 2025 |
| #9 | -9.74% Aug 30, 2002 - Apr 29, 2003 | -1.84% Jan 9, 2026 - Jan 27, 2026 |
| #10 | -9.23% Jul 10, 2003 - Nov 28, 2003 | -1.79% May 14, 2026 - May 26, 2026 |
| #11 | -8.86% Mar 1, 2002 - Jun 26, 2002 | -1.63% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -8.51% Nov 14, 2001 - Feb 28, 2002 | -1.52% Aug 14, 2025 - Aug 27, 2025 |
| #13 | -8.23% Nov 16, 1999 - Apr 10, 2000 | -1.48% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -8.01% Feb 22, 2006 - Sep 22, 2006 | -1.36% Aug 28, 2025 - Sep 9, 2025 |
| #15 | -7.38% Mar 2, 2012 - May 11, 2012 | -0.85% Oct 4, 2024 - Oct 9, 2024 |
Correlation
Correlation between CXH and OCTU is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
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