MMT vs BLUX

Comparison between MFS Multimarket Income Trust (MMT, ETF) and BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF).

MMT vs BLUX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMT(ETF)	BLUX(ETF)
Net Assets	$567M	$568M
Expense Ratio	N/A	0.25%
Max Drawdown	47.46%	9.23%
Sharpe Ratio	0.04	1.26
5Y Beta	0.20	1.04
5Y Dividends CAGR	-2.76%	N/A

Net Assets

MMT

$567M

Winner

BLUX

$568M

Expense Ratio

MMT

N/A

BLUX

0.25%

Max Drawdown

MMT

47.46%

Winner

BLUX

9.23%

Sharpe Ratio

MMT

0.04

Winner

BLUX

1.26

5Y Beta

Winner

MMT

0.20

BLUX

1.04

5Y Dividends CAGR

MMT

-2.76%

BLUX

N/A

MMT vs BLUX - Historical Returns

Returns include dividend reinvestment.

Period	MMT	BLUX
1 month	-1.34%	+0.57%
3 months	-1.40%	+7.16%
6 months	-1.82%	+10.27%
1 year	+3.58%	+23.18%
5 years(CAGR)	+1.76%	N/A
10 years(CAGR)	+5.41%	N/A
Max(CAGR)	+7.13%	+26.20%

MMT

-1.34%

Winner

BLUX

+0.57%

MMT

-1.40%

Winner

BLUX

+7.16%

MMT

-1.82%

Winner

BLUX

+10.27%

MMT

+3.58%

Winner

BLUX

+23.18%

5Y(CAGR)

MMT

+1.76%

BLUX

N/A

10Y(CAGR)

MMT

+5.41%

BLUX

N/A

Max(CAGR)

MMT

+7.13%

Winner

BLUX

+26.20%

MMT vs BLUX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MMT	BLUX
2026	-0.27%	+14.22%
2025	+8.77%	+11.82%
2024	+11.92%	N/A
2023	+8.43%	N/A
2022	-23.19%	N/A
2021	+12.74%	N/A
2020	+7.95%	N/A
2019	+27.56%	N/A
2018	-8.90%	N/A
2017	+8.94%	N/A
2016	+21.48%	N/A
2015	-7.81%	N/A
2014	+6.24%	N/A
2013	-1.77%	N/A
2012	+14.21%	N/A
2011	+4.59%	N/A
2010	+15.86%	N/A
2009	+40.61%	N/A
2008	-10.52%	N/A
2007	+1.88%	N/A
2006	+7.10%	N/A
2005	+0.99%	N/A
2004	+6.72%	N/A
2003	+14.85%	N/A
2002	+5.64%	N/A
2001	+2.57%	N/A
2000	+22.97%	N/A
1999	-6.76%	N/A

MMT vs BLUX Drawdown Comparison

The maximum drawdown for MMT was -35.71%, occurring on Mar 18, 2020. Recovery took 154 trading sessions.

The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The current MMT drawdown is -4.08%. The current BLUX drawdown is -0.40%.

Rank	MMT	BLUX
#1	-35.71% Jan 23, 2020 - Sep 1, 2020	-9.03% Feb 9, 2026 - Apr 14, 2026
#2	-32.27% Dec 17, 2021 - Sep 3, 2025	-6.12% Oct 27, 2025 - Dec 3, 2025
#3	-31.74% May 9, 2008 - Apr 29, 2009	-3.55% Oct 6, 2025 - Oct 24, 2025
#4	-16.73% May 1, 2013 - Jun 1, 2015	-3.25% Jun 2, 2026 - Jun 15, 2026
#5	-14.72% Jul 17, 2001 - Apr 24, 2002	-3.02% Jul 25, 2025 - Aug 13, 2025
#6	-13.23% Jun 1, 2015 - May 25, 2016	-2.89% Dec 11, 2025 - Jan 6, 2026
#7	-11.47% Mar 17, 2004 - Sep 15, 2004	-2.75% Jan 22, 2026 - Feb 9, 2026
#8	-11.27% Jul 11, 2011 - Dec 5, 2011	-2.65% May 14, 2026 - May 22, 2026
#9	-10.50% Jan 2, 2018 - Jan 30, 2019	-1.75% Jan 15, 2026 - Jan 22, 2026
#10	-8.72% Jun 6, 2002 - Jan 9, 2003	-1.69% Jun 15, 2026 - Jun 29, 2026
#11	-8.52% May 3, 2010 - Jul 16, 2010	-1.66% Aug 13, 2025 - Aug 22, 2025
#12	-7.69% Sep 8, 2016 - Jan 10, 2017	-1.47% Sep 22, 2025 - Oct 2, 2025
#13	-7.68% Nov 2, 1999 - Feb 3, 2000	-1.44% Jul 6, 2026 - Jul 20, 2026
#14	-7.62% Aug 22, 2000 - Dec 18, 2000	-1.24% Jul 10, 2025 - Jul 22, 2025
#15	-7.62% Sep 27, 2005 - Oct 4, 2006	-1.11% Aug 28, 2025 - Sep 4, 2025

Correlation

Correlation between MMT and BLUX is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (1999 - 2026)

MMT vs BLUX dividend yield comparison.

Year	MMT	BLUX
2026	4.51%	0.44%
2025	8.65%	0.73%
2024	8.65%	0.00%
2023	8.65%	0.00%
2022	9.38%	0.00%
2021	7.86%	0.00%
2020	8.07%	0.00%
2019	8.16%	0.00%
2018	9.86%	0.00%
2017	8.82%	0.00%
2016	8.71%	0.00%
2015	9.05%	0.00%
2014	7.76%	0.00%
2013	8.89%	0.00%
2012	6.77%	0.00%
2011	7.91%	0.00%
2010	8.70%	0.00%
2009	7.35%	0.00%
2008	8.86%	0.00%
2007	6.45%	0.00%
2006	6.11%	0.00%
2005	6.45%	0.00%
2004	6.19%	0.00%
2003	6.33%	0.00%
2002	7.06%	0.00%
2001	8.76%	0.00%
2000	9.66%	0.00%
1999	1.82%	0.00%