MFM vs LONZ

Comparison between MFS Municipal Income Trust (MFM, ETF) and PIMCO Senior Loan Active ExchangeTraded Fund (LONZ, ETF).

MFM vs LONZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFM(ETF)	LONZ(ETF)
Net Assets	$585M	$585M
Expense Ratio	N/A	0.63%
Max Drawdown	59.26%	6.03%
Sharpe Ratio	0.69	0.55
5Y Beta	0.16	0.10
5Y Dividends CAGR	1.13%	N/A

Net Assets

MFM

$585M

Winner

LONZ

$585M

Expense Ratio

MFM

N/A

LONZ

0.63%

Max Drawdown

MFM

59.26%

Winner

LONZ

6.03%

Sharpe Ratio

Winner

MFM

0.69

LONZ

0.55

5Y Beta

MFM

0.16

Winner

LONZ

0.10

5Y Dividends CAGR

MFM

1.13%

LONZ

N/A

MFM vs LONZ - Historical Returns

Returns include dividend reinvestment.

Period	MFM	LONZ
1 month	+0.56%	+0.99%
3 months	+1.53%	+1.67%
6 months	-0.60%	+4.77%
1 year	+10.15%	+5.10%
5 years(CAGR)	-1.27%	+7.45%
10 years(CAGR)	+1.76%	N/A
Max(CAGR)	+4.99%	+7.45%

MFM

+0.56%

Winner

LONZ

+0.99%

MFM

+1.53%

Winner

LONZ

+1.67%

MFM

-0.60%

Winner

LONZ

+4.77%

Winner

MFM

+10.15%

LONZ

+5.10%

5Y(CAGR)

MFM

-1.27%

Winner

LONZ

+7.45%

10Y(CAGR)

MFM

+1.76%

LONZ

N/A

Max(CAGR)

MFM

+4.99%

Winner

LONZ

+7.45%

MFM vs LONZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MFM	LONZ
2026	+4.37%	+3.40%
2025	+6.36%	+5.09%
2024	+7.72%	+9.42%
2023	+4.52%	+12.26%
2022	-21.84%	+0.79%
2021	+9.78%	N/A
2020	-1.42%	N/A
2019	+16.86%	N/A
2018	-5.41%	N/A
2017	+8.63%	N/A
2016	+1.49%	N/A
2015	+8.74%	N/A
2014	+13.39%	N/A
2013	-14.36%	N/A
2012	+14.85%	N/A
2011	+18.24%	N/A
2010	+0.65%	N/A
2009	+70.75%	N/A
2008	-36.78%	N/A
2007	-13.70%	N/A
2006	+11.48%	N/A
2005	+9.19%	N/A
2004	+8.26%	N/A
2003	+13.39%	N/A
2002	-1.94%	N/A
2001	+10.39%	N/A
2000	+13.66%	N/A
1999	-7.97%	N/A

MFM vs LONZ Drawdown Comparison

The maximum drawdown for MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 759 trading sessions.

The maximum drawdown for LONZ was -4.19%, occurring on Apr 4, 2025. Recovery took 59 trading sessions.

The current MFM drawdown is -7.13%.

Rank	MFM	LONZ
#1	-54.24% Apr 2, 2007 - Apr 7, 2010	-4.19% Feb 14, 2025 - May 12, 2025
#2	-34.38% Jul 29, 2021 - Oct 27, 2023	-4.05% Aug 12, 2022 - Jan 6, 2023
#3	-29.37% Feb 14, 2020 - May 6, 2021	-3.91% Jun 9, 2022 - Aug 5, 2022
#4	-24.74% Oct 1, 2012 - Dec 24, 2015	-2.03% Dec 26, 2025 - Apr 17, 2026
#5	-15.37% Mar 25, 2004 - Oct 27, 2004	-2.03% Mar 8, 2023 - Apr 17, 2023
#6	-15.26% Oct 29, 2010 - Sep 12, 2011	-1.41% Jul 23, 2024 - Aug 28, 2024
#7	-13.45% Nov 4, 1999 - Jun 2, 2000	-0.70% Oct 16, 2023 - Nov 6, 2023
#8	-12.02% Jul 8, 2016 - Jun 6, 2017	-0.69% Jan 19, 2024 - Feb 14, 2024
#9	-11.92% Sep 17, 2001 - Oct 4, 2002	-0.57% Oct 7, 2025 - Oct 27, 2025
#10	-11.67% Jul 13, 2017 - Feb 20, 2019	-0.54% Sep 28, 2023 - Oct 12, 2023
#11	-10.96% Aug 31, 2000 - Jan 4, 2001	-0.52% Dec 16, 2024 - Dec 31, 2024
#12	-10.86% Oct 4, 2002 - May 9, 2003	-0.44% Feb 14, 2023 - Mar 3, 2023
#13	-10.56% Jun 11, 2003 - Jan 6, 2004	-0.39% Jun 2, 2026 - Jun 15, 2026
#14	-9.57% Sep 13, 2005 - Jan 19, 2006	-0.38% Jan 23, 2025 - Feb 14, 2025
#15	-8.19% Feb 11, 2005 - May 11, 2005	-0.34% May 14, 2026 - Jun 1, 2026

Correlation

Correlation between MFM and LONZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

MFM vs LONZ dividend yield comparison.

Year	MFM	LONZ
2026	4.36%	5.14%
2025	5.08%	6.60%
2024	4.65%	8.16%
2023	4.12%	8.29%
2022	4.85%	3.33%
2021	4.34%	0.00%
2020	4.70%	0.00%
2019	4.71%	0.00%
2018	5.91%	0.00%
2017	5.62%	0.00%
2016	5.72%	0.00%
2015	5.76%	0.00%
2014	6.04%	0.00%
2013	7.08%	0.00%
2012	6.31%	0.00%
2011	7.09%	0.00%
2010	7.86%	0.00%
2009	7.32%	0.00%
2008	11.29%	0.00%
2007	6.82%	0.00%
2006	5.82%	0.00%
2005	6.93%	0.00%
2004	7.10%	0.00%
2003	7.04%	0.00%
2002	7.38%	0.00%
2001	6.92%	0.00%
2000	3.01%	0.00%