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MFM vs SPY

Comparison between MFS Municipal Income Trust (MFM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MFM, delivering a return of +13.3% compared to -1.1%

MFM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MFM
$246M
Winner
SPY
$735B
Expense Ratio
MFM
N/A
SPY
0.09%
Max Drawdown
MFM
59.26%
Winner
SPY
56.47%
Sharpe Ratio
MFM
0.72
Winner
SPY
1.62
5Y Beta
Winner
MFM
0.16
SPY
1.00
P/E Ratio
MFM
N/A
SPY
28.99
Forward P/E
MFM
N/A
SPY
22.37
5Y Dividends CAGR
MFM
-1.90%
Winner
SPY
5.43%
5Y EPS CAGR
MFM
N/A
SPY
26.05%
Debt to Equity
MFM
N/A
SPY
32.40%
P/S Ratio
MFM
N/A
SPY
3.74
P/B Ratio
MFM
N/A
SPY
5.61

MFM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MFM
-0.84%
Winner
SPY
+1.90%
3M
MFM
-1.41%
Winner
SPY
+8.55%
6M
MFM
+1.55%
Winner
SPY
+8.18%
1Y
MFM
+11.35%
Winner
SPY
+25.79%
5Y(CAGR)
MFM
-1.06%
Winner
SPY
+13.32%
10Y(CAGR)
MFM
+1.58%
Winner
SPY
+15.19%
Max(CAGR)
MFM
+4.95%
Winner
SPY
+8.47%

MFM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMFMSPY
2026+2.23%+8.26%
2025+6.36%+18.00%
2024+7.72%+25.59%
2023+4.52%+26.72%
2022-21.84%-18.64%
2021+9.78%+30.52%
2020-1.42%+17.28%
2019+16.86%+31.09%
2018-5.41%-5.24%
2017+8.63%+20.78%
2016+1.49%+13.59%
2015+8.74%+1.31%
2014+13.39%+14.56%
2013-14.36%+29.00%
2012+14.85%+14.17%
2011+18.24%+0.85%
2010+0.65%+13.14%
2009+70.75%+22.67%
2008-36.78%-36.25%
2007-13.70%+5.32%
2006+11.48%+13.85%
2005+9.19%+5.32%
2004+8.26%+10.75%
2003+13.39%+24.18%
2002-1.94%-22.42%
2001+10.39%-10.13%
2000+13.66%-8.84%
1999-7.97%+8.61%

MFM vs SPY Drawdown Comparison

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

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

The current MFM drawdown is -9.04%. The current SPY drawdown is -2.90%.

RankMFMSPY
#1-54.24%
Apr 2, 2007 - Apr 7, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.38%
Jul 29, 2021 - Oct 27, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-29.37%
Feb 14, 2020 - May 6, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.74%
Oct 1, 2012 - Dec 24, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.37%
Mar 25, 2004 - Oct 27, 2004		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.26%
Oct 29, 2010 - Sep 12, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.45%
Nov 4, 1999 - Jun 2, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.02%
Jul 8, 2016 - Jun 6, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.92%
Sep 17, 2001 - Oct 4, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.67%
Jul 13, 2017 - Feb 20, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.96%
Aug 31, 2000 - Jan 4, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.86%
Oct 4, 2002 - May 9, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.56%
Jun 11, 2003 - Jan 6, 2004		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.57%
Sep 13, 2005 - Jan 19, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.19%
Feb 11, 2005 - May 11, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MFM 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)

MFM vs SPY dividend yield comparison.

YearMFMSPY
20262.23%0.24%
20255.08%1.07%
20244.65%1.21%
20234.12%1.40%
20224.85%1.65%
20214.34%1.20%
20204.70%1.52%
20194.71%1.75%
20185.91%2.04%
20175.62%1.80%
20165.72%2.03%
20155.76%2.06%
20146.04%1.87%
20137.08%1.81%
20126.31%2.18%
20117.09%2.05%
20107.86%1.80%
20097.32%1.95%
200811.29%3.02%
20076.82%1.85%
20065.82%1.73%
20056.93%1.73%
20047.10%1.82%
20037.04%1.47%
20027.38%1.70%
20016.92%1.25%
20003.01%1.15%
19990.00%0.24%

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