LCR vs CXH

Comparison between LEUTHOLD CORE ETF (LCR, ETF) and MFS Investment Grade Municipal Trust (CXH, ETF).

5-Year PerformanceLCR has outperformed CXH, delivering a return of +6.4% compared to -0.7%

LCR vs CXH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LCR(ETF)	CXH(ETF)
Net Assets	$70M	$70M
Expense Ratio	0.84%	N/A
Max Drawdown	17.44%	54.10%
Sharpe Ratio	1.09	0.63
5Y Beta	0.46	0.06
5Y Dividends CAGR	N/A	3.80%

Net Assets

LCR

$70M

Winner

CXH

$70M

Expense Ratio

LCR

0.84%

CXH

N/A

Max Drawdown

Winner

LCR

17.44%

CXH

54.10%

Sharpe Ratio

Winner

LCR

1.09

CXH

0.63

5Y Beta

LCR

0.46

Winner

CXH

0.06

5Y Dividends CAGR

LCR

N/A

CXH

3.80%

LCR vs CXH - Historical Returns

Returns include dividend reinvestment.

Period	LCR	CXH
1 month	+0.99%	-6.08%
3 months	+2.33%	-5.02%
6 months	+3.28%	+0.80%
1 year	+12.56%	+8.67%
5 years(CAGR)	+6.45%	-0.71%
10 years(CAGR)	N/A	+1.67%
Max(CAGR)	+8.25%	+5.48%

Winner

LCR

+0.99%

CXH

-6.08%

Winner

LCR

+2.33%

CXH

-5.02%

Winner

LCR

+3.28%

CXH

+0.80%

Winner

LCR

+12.56%

CXH

+8.67%

5Y(CAGR)

Winner

LCR

+6.45%

CXH

-0.71%

10Y(CAGR)

LCR

N/A

CXH

+1.67%

Max(CAGR)

Winner

LCR

+8.25%

CXH

+5.48%

LCR vs CXH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LCR	CXH
2026	+2.48%	+0.12%
2025	+12.46%	+3.62%
2024	+9.27%	+10.20%
2023	+13.20%	+9.31%
2022	-8.04%	-26.62%
2021	+12.47%	+10.16%
2020	+13.28%	+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%

LCR vs CXH Drawdown Comparison

The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.

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

The current LCR drawdown is -1.72%. The current CXH drawdown is -9.33%.

Rank	LCR	CXH
#1	-17.44% Feb 19, 2020 - Jul 15, 2020	-49.04% Mar 13, 2007 - Mar 1, 2010
#2	-13.40% Jan 4, 2022 - Jul 18, 2023	-34.67% Aug 4, 2021 - Oct 27, 2022
#3	-8.58% Nov 29, 2024 - Jun 24, 2025	-28.19% Mar 4, 2020 - Feb 1, 2021
#4	-6.22% Jul 19, 2023 - Dec 1, 2023	-22.75% Jul 11, 2012 - Jul 10, 2015
#5	-6.02% Feb 26, 2026 - May 6, 2026	-17.94% Sep 9, 2010 - Sep 26, 2011
#6	-5.18% Sep 2, 2020 - Nov 16, 2020	-15.34% Mar 11, 2004 - Feb 4, 2005
#7	-3.94% Jul 16, 2024 - Aug 21, 2024	-12.58% Sep 6, 2016 - Aug 29, 2017
#8	-3.72% Feb 12, 2021 - Apr 5, 2021	-12.25% Sep 1, 2017 - May 22, 2019
#9	-3.60% Mar 28, 2024 - Jun 17, 2024	-9.74% Aug 30, 2002 - Apr 29, 2003
#10	-3.12% Nov 16, 2021 - Jan 3, 2022	-9.23% Jul 10, 2003 - Nov 28, 2003
#11	-3.04% May 7, 2021 - Jul 12, 2021	-8.86% Mar 1, 2002 - Jun 26, 2002
#12	-2.98% Oct 27, 2025 - Dec 3, 2025	-8.51% Nov 14, 2001 - Feb 28, 2002
#13	-2.97% Sep 1, 2021 - Oct 21, 2021	-8.23% Nov 16, 1999 - Apr 10, 2000
#14	-2.29% Jul 12, 2021 - Jul 26, 2021	-8.01% Feb 22, 2006 - Sep 22, 2006
#15	-2.17% Oct 18, 2024 - Nov 6, 2024	-7.38% Mar 2, 2012 - May 11, 2012

Correlation

Correlation between LCR and CXH is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (1999 - 2026)

LCR vs CXH dividend yield comparison.

Year	LCR	CXH
2026	0.00%	4.47%
2025	1.37%	4.70%
2024	1.86%	3.84%
2023	1.60%	3.63%
2022	0.75%	4.75%
2021	0.21%	4.77%
2020	0.62%	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%