CXH vs RSBY
Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and RETURN STACKED(R) BONDS & FUTURES YIELD ETF (RSBY, ETF).
CXH vs RSBY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CXH
$70M
RSBY
$70M
Expense Ratio
CXH
N/A
RSBY
1.01%
Max Drawdown
CXH
54.10%
Winner
RSBY
25.08%
Sharpe Ratio
CXH
0.62
Winner
RSBY
1.40
5Y Beta
CXH
0.06
Winner
RSBY
-0.17
5Y Dividends CAGR
CXH
3.80%
RSBY
N/A
CXH vs RSBY - Historical Returns
Returns include dividend reinvestment.
1M
CXH
-6.08%
Winner
RSBY
-0.83%
3M
CXH
-5.02%
Winner
RSBY
+0.93%
6M
CXH
+0.80%
Winner
RSBY
+19.78%
1Y
CXH
+8.67%
Winner
RSBY
+18.79%
5Y(CAGR)
CXH
-0.71%
RSBY
N/A
10Y(CAGR)
CXH
+1.67%
RSBY
N/A
Max(CAGR)
Winner
CXH
+5.48%
RSBY
-2.43%
CXH vs RSBY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CXH | RSBY |
|---|---|---|
| 2026 | +0.12% | +20.03% |
| 2025 | +3.62% | -12.80% |
| 2024 | +10.20% | -7.90% |
| 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 RSBY Drawdown Comparison
The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.
The maximum drawdown for RSBY was -23.32%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current CXH drawdown is -9.33%. The current RSBY drawdown is -5.80%.
| Rank | CXH | RSBY |
|---|---|---|
| #1 | -49.04% Mar 13, 2007 - Mar 1, 2010 | -23.32% Sep 6, 2024 - May 21, 2025 |
| #2 | -34.67% Aug 4, 2021 - Oct 27, 2022 | -1.20% Aug 26, 2024 - Sep 4, 2024 |
| #3 | -28.19% Mar 4, 2020 - Feb 1, 2021 | -0.15% Aug 22, 2024 - Aug 26, 2024 |
| #4 | -22.75% Jul 11, 2012 - Jul 10, 2015 | N/A |
| #5 | -17.94% Sep 9, 2010 - Sep 26, 2011 | N/A |
| #6 | -15.34% Mar 11, 2004 - Feb 4, 2005 | N/A |
| #7 | -12.58% Sep 6, 2016 - Aug 29, 2017 | N/A |
| #8 | -12.25% Sep 1, 2017 - May 22, 2019 | N/A |
| #9 | -9.74% Aug 30, 2002 - Apr 29, 2003 | N/A |
| #10 | -9.23% Jul 10, 2003 - Nov 28, 2003 | N/A |
| #11 | -8.86% Mar 1, 2002 - Jun 26, 2002 | N/A |
| #12 | -8.51% Nov 14, 2001 - Feb 28, 2002 | N/A |
| #13 | -8.23% Nov 16, 1999 - Apr 10, 2000 | N/A |
| #14 | -8.01% Feb 22, 2006 - Sep 22, 2006 | N/A |
| #15 | -7.38% Mar 2, 2012 - May 11, 2012 | N/A |
Correlation
Correlation between CXH and RSBY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.43
-101
Dividend Comparison (1999 - 2026)
CXH vs RSBY dividend yield comparison.
| Year | CXH | RSBY |
|---|---|---|
| 2026 | 4.47% | 0.00% |
| 2025 | 4.70% | 2.07% |
| 2024 | 3.84% | 2.29% |
| 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% |
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