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CXH vs SPY

Comparison between MFS Investment Grade Municipal Trust (CXH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CXH, delivering a return of +13.3% compared to -0.7%

CXH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CXH
$70M
Winner
SPY
$735B
Expense Ratio
CXH
N/A
SPY
0.09%
Max Drawdown
Winner
CXH
54.10%
SPY
56.47%
Sharpe Ratio
CXH
0.63
Winner
SPY
1.62
5Y Beta
Winner
CXH
0.06
SPY
1.00
P/E Ratio
CXH
N/A
SPY
28.99
Forward P/E
CXH
N/A
SPY
22.37
5Y Dividends CAGR
CXH
3.80%
Winner
SPY
5.43%
5Y EPS CAGR
CXH
N/A
SPY
26.05%
Debt to Equity
CXH
N/A
SPY
32.40%
P/S Ratio
CXH
N/A
SPY
3.74
P/B Ratio
CXH
N/A
SPY
5.61

CXH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CXH
-6.08%
Winner
SPY
+1.90%
3M
CXH
-5.02%
Winner
SPY
+8.55%
6M
CXH
+0.80%
Winner
SPY
+8.18%
1Y
CXH
+8.67%
Winner
SPY
+25.79%
5Y(CAGR)
CXH
-0.71%
Winner
SPY
+13.32%
10Y(CAGR)
CXH
+1.67%
Winner
SPY
+15.19%
Max(CAGR)
CXH
+5.48%
Winner
SPY
+8.47%

CXH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCXHSPY
2026+0.12%+8.26%
2025+3.62%+18.00%
2024+10.20%+25.59%
2023+9.31%+26.72%
2022-26.62%-18.64%
2021+10.16%+30.52%
2020+4.90%+17.28%
2019+13.79%+31.09%
2018-5.68%-5.24%
2017+7.60%+20.78%
2016-0.48%+13.59%
2015+11.47%+1.31%
2014+15.84%+14.56%
2013-14.45%+29.00%
2012+12.54%+14.17%
2011+18.49%+0.85%
2010+1.54%+13.14%
2009+56.18%+22.67%
2008-31.18%-36.25%
2007-6.83%+5.32%
2006+8.83%+13.85%
2005+10.09%+5.32%
2004+5.08%+10.75%
2003+11.01%+24.18%
2002+3.92%-22.42%
2001+20.12%-10.13%
2000+17.36%-8.84%
1999-2.43%+8.61%

CXH vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CXH drawdown is -9.33%. The current SPY drawdown is -2.90%.

RankCXHSPY
#1-49.04%
Mar 13, 2007 - Mar 1, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.67%
Aug 4, 2021 - Oct 27, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-28.19%
Mar 4, 2020 - Feb 1, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.75%
Jul 11, 2012 - Jul 10, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.94%
Sep 9, 2010 - Sep 26, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.34%
Mar 11, 2004 - Feb 4, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.58%
Sep 6, 2016 - Aug 29, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.25%
Sep 1, 2017 - May 22, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.74%
Aug 30, 2002 - Apr 29, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.23%
Jul 10, 2003 - Nov 28, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.86%
Mar 1, 2002 - Jun 26, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.51%
Nov 14, 2001 - Feb 28, 2002		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.23%
Nov 16, 1999 - Apr 10, 2000		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.01%
Feb 22, 2006 - Sep 22, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.38%
Mar 2, 2012 - May 11, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CXH and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

CXH vs SPY dividend yield comparison.

YearCXHSPY
20264.47%0.24%
20254.70%1.07%
20243.84%1.21%
20233.63%1.40%
20224.75%1.65%
20214.77%1.20%
20204.77%1.52%
20194.63%1.75%
20185.28%2.04%
20174.90%1.80%
20165.19%2.03%
20155.14%2.06%
20145.62%1.87%
20136.39%1.81%
20125.93%2.18%
20117.21%2.05%
20107.94%1.80%
20096.58%1.95%
20088.78%3.02%
20075.77%1.85%
20065.29%1.73%
20056.41%1.73%
20047.55%1.82%
20037.07%1.47%
20027.16%1.70%
20016.21%1.25%
20006.39%1.15%
19991.18%0.24%

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