KWT vs CXH

Comparison between ISHARES MSCI KUWAIT ETF (KWT, ETF) and MFS Investment Grade Municipal Trust (CXH, ETF).

5-Year PerformanceKWT has outperformed CXH, delivering a return of +9.2% compared to -0.7%

KWT vs CXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KWT(ETF)	CXH(ETF)
Net Assets	$70M	$70M
Expense Ratio	0.75%	N/A
Max Drawdown	29.94%	54.10%
Sharpe Ratio	0.22	0.62
5Y Beta	0.33	0.06
5Y Dividends CAGR	102.87%	3.80%

Net Assets

Winner

KWT

$70M

CXH

$70M

Expense Ratio

KWT

0.75%

CXH

N/A

Max Drawdown

Winner

KWT

29.94%

CXH

54.10%

Sharpe Ratio

KWT

0.22

Winner

CXH

0.62

5Y Beta

KWT

0.33

Winner

CXH

0.06

5Y Dividends CAGR

Winner

KWT

102.87%

CXH

3.80%

KWT vs CXH - Historical Returns

Returns include dividend reinvestment.

Period	KWT	CXH
1 month	+0.31%	-6.08%
3 months	+4.30%	-5.02%
6 months	-2.86%	+0.80%
1 year	+7.49%	+8.67%
5 years(CAGR)	+9.24%	-0.71%
10 years(CAGR)	N/A	+1.67%
Max(CAGR)	+12.71%	+5.48%

Winner

KWT

+0.31%

CXH

-6.08%

Winner

KWT

+4.30%

CXH

-5.02%

KWT

-2.86%

Winner

CXH

+0.80%

KWT

+7.49%

Winner

CXH

+8.67%

5Y(CAGR)

Winner

KWT

+9.24%

CXH

-0.71%

10Y(CAGR)

KWT

N/A

CXH

+1.67%

Max(CAGR)

Winner

KWT

+12.71%

CXH

+5.48%

KWT vs CXH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	KWT	CXH
2026	-0.13%	+0.12%
2025	+25.48%	+3.62%
2024	+9.92%	+10.20%
2023	-1.98%	+9.31%
2022	+4.99%	-26.62%
2021	+32.03%	+10.16%
2020	+9.07%	+4.90%
2019	N/A	+13.79%
2018	N/A	-5.68%
2017	N/A	+7.60%
2016	N/A	-0.48%
2015	N/A	+11.47%
2014	N/A	+15.84%
2013	N/A	-14.45%
2012	N/A	+12.54%
2011	N/A	+18.49%
2010	N/A	+1.54%
2009	N/A	+56.18%
2008	N/A	-31.18%
2007	N/A	-6.83%
2006	N/A	+8.83%
2005	N/A	+10.09%
2004	N/A	+5.08%
2003	N/A	+11.01%
2002	N/A	+3.92%
2001	N/A	+20.12%
2000	N/A	+17.36%
1999	N/A	-2.43%

KWT vs CXH Drawdown Comparison

The maximum drawdown for KWT was -24.33%, occurring on Oct 27, 2023. Recovery took 696 trading sessions.

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

The current KWT drawdown is -4.95%. The current CXH drawdown is -9.33%.

Rank	KWT	CXH
#1	-24.33% May 6, 2022 - Feb 14, 2025	-49.04% Mar 13, 2007 - Mar 1, 2010
#2	-11.54% Dec 19, 2025 - Mar 27, 2026	-34.67% Aug 4, 2021 - Oct 27, 2022
#3	-9.82% Feb 28, 2025 - May 12, 2025	-28.19% Mar 4, 2020 - Feb 1, 2021
#4	-8.70% Oct 12, 2020 - Jan 26, 2021	-22.75% Jul 11, 2012 - Jul 10, 2015
#5	-8.06% Nov 12, 2021 - Jan 12, 2022	-17.94% Sep 9, 2010 - Sep 26, 2011
#6	-4.72% Sep 25, 2020 - Oct 7, 2020	-15.34% Mar 11, 2004 - Feb 4, 2005
#7	-4.71% Jun 10, 2025 - Jun 26, 2025	-12.58% Sep 6, 2016 - Aug 29, 2017
#8	-3.31% Jun 28, 2021 - Jul 26, 2021	-12.25% Sep 1, 2017 - May 22, 2019
#9	-3.20% Jan 28, 2021 - Mar 11, 2021	-9.74% Aug 30, 2002 - Apr 29, 2003
#10	-2.99% Aug 13, 2025 - Sep 11, 2025	-9.23% Jul 10, 2003 - Nov 28, 2003
#11	-2.80% May 20, 2021 - Jun 17, 2021	-8.86% Mar 1, 2002 - Jun 26, 2002
#12	-2.80% Oct 31, 2025 - Dec 9, 2025	-8.51% Nov 14, 2001 - Feb 28, 2002
#13	-2.72% Sep 23, 2025 - Oct 30, 2025	-8.23% Nov 16, 1999 - Apr 10, 2000
#14	-2.36% Jul 14, 2025 - Aug 13, 2025	-8.01% Feb 22, 2006 - Sep 22, 2006
#15	-2.33% Dec 12, 2025 - Dec 19, 2025	-7.38% Mar 2, 2012 - May 11, 2012

Correlation

Correlation between KWT and CXH is 0.09 which considered as a very weak or no correlation - the stocks move independently of each other.

0.09

-101

Dividend Comparison (1999 - 2026)

KWT vs CXH dividend yield comparison.

Year	KWT	CXH
2026	0.00%	4.47%
2025	5.40%	4.70%
2024	6.09%	3.84%
2023	2.25%	3.63%
2022	5.87%	4.75%
2021	7.65%	4.77%
2020	0.27%	4.77%
2019	0.00%	4.63%
2018	0.00%	5.28%
2017	0.00%	4.90%
2016	0.00%	5.19%
2015	0.00%	5.14%
2014	0.00%	5.62%
2013	0.00%	6.39%
2012	0.00%	5.93%
2011	0.00%	7.21%
2010	0.00%	7.94%
2009	0.00%	6.58%
2008	0.00%	8.78%
2007	0.00%	5.77%
2006	0.00%	5.29%
2005	0.00%	6.41%
2004	0.00%	7.55%
2003	0.00%	7.07%
2002	0.00%	7.16%
2001	0.00%	6.21%
2000	0.00%	6.39%
1999	0.00%	1.18%