MFM vs UFEB

Comparison between MFS Municipal Income Trust (MFM, ETF) and Innovator U.S. Equity Ultra Buffer ETF - February (UFEB, ETF).

5-Year PerformanceUFEB has outperformed MFM, delivering a return of +7.2% compared to -0.5%

MFM vs UFEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFM(ETF)	UFEB(ETF)
Net Assets	$247M	$248M
Expense Ratio	N/A	0.79%
Max Drawdown	59.26%	13.32%
Sharpe Ratio	0.87	1.78
5Y Beta	0.15	0.36
5Y Dividends CAGR	-1.90%	N/A

Net Assets

MFM

$247M

Winner

UFEB

$248M

Expense Ratio

MFM

N/A

UFEB

0.79%

Max Drawdown

MFM

59.26%

Winner

UFEB

13.32%

Sharpe Ratio

MFM

0.87

Winner

UFEB

1.78

5Y Beta

Winner

MFM

0.15

UFEB

0.36

5Y Dividends CAGR

MFM

-1.90%

UFEB

N/A

MFM vs UFEB - Historical Returns

Returns include dividend reinvestment.

Period	MFM	UFEB
1 month	+2.12%	+1.08%
3 months	+2.64%	+5.56%
6 months	+4.58%	+5.93%
1 year	+12.49%	+14.69%
5 years(CAGR)	-0.48%	+7.19%
10 years(CAGR)	+2.03%	N/A
Max(CAGR)	+5.05%	+7.36%

Winner

MFM

+2.12%

UFEB

+1.08%

MFM

+2.64%

Winner

UFEB

+5.56%

MFM

+4.58%

Winner

UFEB

+5.93%

MFM

+12.49%

Winner

UFEB

+14.69%

5Y(CAGR)

MFM

-0.48%

Winner

UFEB

+7.19%

10Y(CAGR)

MFM

+2.03%

UFEB

N/A

Max(CAGR)

MFM

+5.05%

Winner

UFEB

+7.36%

MFM vs UFEB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MFM	UFEB
2026	+4.89%	+5.15%
2025	+6.36%	+10.58%
2024	+7.72%	+12.98%
2023	+4.52%	+11.91%
2022	-21.84%	-6.00%
2021	+9.78%	+7.62%
2020	-1.42%	+5.78%
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 UFEB Drawdown Comparison

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

The maximum drawdown for UFEB was -13.32%, occurring on Mar 20, 2020. Recovery took 116 trading sessions.

The current MFM drawdown is -6.67%. The current UFEB drawdown is -0.06%.

Rank	MFM	UFEB
#1	-54.24% Apr 2, 2007 - Apr 7, 2010	-13.32% Feb 19, 2020 - Aug 4, 2020
#2	-34.38% Jul 29, 2021 - Oct 27, 2023	-9.02% Feb 2, 2022 - Sep 14, 2023
#3	-29.37% Feb 14, 2020 - May 6, 2021	-8.69% Feb 19, 2025 - Jun 24, 2025
#4	-24.74% Oct 1, 2012 - Dec 24, 2015	-5.34% Sep 14, 2023 - Nov 14, 2023
#5	-15.37% Mar 25, 2004 - Oct 27, 2004	-3.90% Feb 9, 2026 - Apr 14, 2026
#6	-15.26% Oct 29, 2010 - Sep 12, 2011	-3.19% Jul 16, 2024 - Aug 16, 2024
#7	-13.45% Nov 4, 1999 - Jun 2, 2000	-2.59% Oct 12, 2020 - Nov 6, 2020
#8	-12.02% Jul 8, 2016 - Jun 6, 2017	-2.34% Mar 28, 2024 - May 9, 2024
#9	-11.92% Sep 17, 2001 - Oct 4, 2002	-2.31% Sep 2, 2020 - Oct 12, 2020
#10	-11.67% Jul 13, 2017 - Feb 20, 2019	-1.92% Nov 11, 2025 - Nov 26, 2025
#11	-10.96% Aug 31, 2000 - Jan 4, 2001	-1.55% Aug 30, 2024 - Sep 17, 2024
#12	-10.86% Oct 4, 2002 - May 9, 2003	-1.49% Jun 2, 2026 - Jun 10, 2026
#13	-10.56% Jun 11, 2003 - Jan 6, 2004	-1.44% Feb 24, 2021 - Mar 12, 2021
#14	-9.57% Sep 13, 2005 - Jan 19, 2006	-1.34% Oct 6, 2025 - Oct 20, 2025
#15	-8.19% Feb 11, 2005 - May 11, 2005	-1.23% Feb 2, 2026 - Feb 9, 2026