JHI vs CXE
Comparison between John Hancock Investors Trust (JHI, ETF) and MFS High Income Municipal Trust (CXE, ETF).
5-Year PerformanceJHI has outperformed CXE, delivering a return of +1.1% compared to -2.6%
JHI vs CXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JHI vs CXE - Historical Returns
Returns include dividend reinvestment.
JHI vs CXE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JHI | CXE |
|---|---|---|
| 2026 | +0.76% | +1.94% |
| 2025 | +7.96% | +6.29% |
| 2024 | +14.60% | +6.49% |
| 2023 | +10.82% | +5.19% |
| 2022 | -28.69% | -27.57% |
| 2021 | +20.11% | +7.05% |
| 2020 | +6.16% | -1.56% |
| 2019 | +31.98% | +17.75% |
| 2018 | -13.53% | -7.61% |
| 2017 | +11.84% | +12.89% |
| 2016 | +23.22% | +4.82% |
| 2015 | -10.92% | +8.46% |
| 2014 | +1.57% | +14.53% |
| 2013 | -12.16% | -14.04% |
| 2012 | +10.43% | +11.07% |
| 2011 | +20.49% | +21.82% |
| 2010 | +21.76% | +4.70% |
| 2009 | +54.54% | +75.31% |
| 2008 | -14.95% | -43.87% |
| 2007 | -4.93% | -16.27% |
| 2006 | +14.25% | +9.01% |
| 2005 | -14.15% | +11.02% |
| 2004 | +21.64% | +5.77% |
| 2003 | +14.79% | +9.75% |
| 2002 | +6.80% | +7.15% |
| 2001 | +2.61% | +3.46% |
| 2000 | +20.26% | -0.89% |
| 1999 | -4.00% | +0.00% |
JHI vs CXE Drawdown Comparison
The maximum drawdown for JHI was -42.94%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.
The maximum drawdown for CXE was -56.75%, occurring on Dec 16, 2008. Recovery took 1103 trading sessions.
The current JHI drawdown is -2.19%. The current CXE drawdown is -14.38%.
| Rank | JHI | CXE |
|---|---|---|
| #1 | -42.94% Feb 20, 2020 - Dec 9, 2020 | -56.75% Mar 23, 2006 - Aug 10, 2010 |
| #2 | -35.82% Jun 10, 2008 - Jul 24, 2009 | -39.20% Aug 27, 2021 - Oct 19, 2023 |
| #3 | -34.70% Dec 31, 2021 - Oct 20, 2022 | -34.08% Feb 25, 2020 - May 4, 2021 |
| #4 | -29.51% Apr 8, 2013 - Feb 28, 2017 | -24.27% Sep 28, 2012 - Nov 30, 2015 |
| #5 | -21.62% Jan 25, 2005 - Jun 10, 2008 | -14.93% Sep 2, 2010 - Sep 29, 2011 |
| #6 | -19.23% Sep 14, 2012 - Apr 8, 2013 | -14.57% Mar 9, 2004 - Oct 12, 2004 |
| #7 | -19.18% Aug 23, 2017 - Jun 24, 2019 | -14.03% Sep 8, 2000 - Jan 5, 2001 |
| #8 | -15.05% Mar 19, 2004 - Aug 11, 2004 | -13.94% Jul 8, 2016 - Jul 3, 2017 |
| #9 | -13.81% Oct 4, 2010 - Feb 18, 2011 | -11.93% Nov 5, 1999 - Sep 8, 2000 |
| #10 | -13.65% Jun 29, 2011 - Sep 27, 2011 | -11.51% Nov 28, 2017 - Mar 29, 2019 |
| #11 | -11.71% Jul 2, 2010 - Sep 7, 2010 | -10.76% Aug 1, 2019 - Feb 24, 2020 |
| #12 | -11.39% Sep 27, 2011 - Nov 4, 2011 | -9.79% Sep 17, 2002 - Apr 23, 2003 |
| #13 | -9.58% Oct 8, 2009 - Jan 7, 2010 | -8.57% Aug 29, 2001 - Feb 22, 2002 |
| #14 | -9.06% Jun 12, 2003 - Dec 15, 2003 | -7.96% Feb 14, 2005 - Sep 28, 2005 |
| #15 | -8.14% Nov 5, 1999 - Jul 11, 2000 | -7.85% Jan 16, 2001 - Aug 16, 2001 |
Correlation
Correlation between JHI and CXE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
JHI vs CXE dividend yield comparison.
| Year | JHI | CXE |
|---|---|---|
| 2026 | 4.25% | 3.36% |
| 2025 | 8.89% | 5.59% |
| 2024 | 7.91% | 4.97% |
| 2023 | 6.81% | 4.39% |
| 2022 | 9.45% | 5.70% |
| 2021 | 7.57% | 4.74% |
| 2020 | 7.95% | 4.86% |
| 2019 | 6.81% | 4.73% |
| 2018 | 8.52% | 6.17% |
| 2017 | 7.59% | 5.72% |
| 2016 | 8.12% | 6.04% |
| 2015 | 10.08% | 6.27% |
| 2014 | 9.05% | 6.39% |
| 2013 | 8.94% | 7.25% |
| 2012 | 8.58% | 6.67% |
| 2011 | 8.87% | 7.23% |
| 2010 | 10.34% | 8.26% |
| 2009 | 9.92% | 7.56% |
| 2008 | 11.98% | 11.99% |
| 2007 | 7.71% | 6.42% |
| 2006 | 6.85% | 6.32% |
| 2005 | 8.29% | 6.70% |
| 2004 | 7.41% | 7.87% |
| 2003 | 10.08% | 7.59% |
| 2002 | 6.35% | 8.03% |
| 2001 | 7.05% | 7.00% |
| 2000 | 3.66% | 3.17% |
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