MMU vs MFM
Comparison between Western Asset Managed Municipals Fund Inc (MMU, ETF) and MFS Municipal Income Trust (MFM, ETF).
5-Year PerformanceMMU has outperformed MFM, delivering a return of -0.6% compared to -1.3%
MMU vs MFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MMU vs MFM - Historical Returns
Returns include dividend reinvestment.
MMU vs MFM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MMU | MFM |
|---|---|---|
| 2026 | +0.74% | +4.37% |
| 2025 | +6.96% | +6.36% |
| 2024 | +5.34% | +7.72% |
| 2023 | +4.91% | +4.52% |
| 2022 | -19.58% | -21.84% |
| 2021 | +6.24% | +9.78% |
| 2020 | +0.29% | -1.42% |
| 2019 | +5.60% | +16.86% |
| 2018 | -4.82% | -5.41% |
| 2017 | +8.30% | +8.63% |
| 2016 | +1.72% | +1.49% |
| 2015 | +10.34% | +8.74% |
| 2014 | +18.47% | +13.39% |
| 2013 | -11.35% | -14.36% |
| 2012 | +14.07% | +14.85% |
| 2011 | +20.27% | +18.24% |
| 2010 | +3.61% | +0.65% |
| 2009 | +37.35% | +70.75% |
| 2008 | -9.63% | -36.78% |
| 2007 | +3.15% | -13.70% |
| 2006 | +10.06% | +11.48% |
| 2005 | +3.14% | +9.19% |
| 2004 | +0.27% | +8.26% |
| 2003 | +14.43% | +13.39% |
| 2002 | +8.40% | -1.94% |
| 2001 | +7.38% | +10.39% |
| 2000 | +16.78% | +13.66% |
| 1999 | -6.08% | -7.97% |
MMU vs MFM Drawdown Comparison
The maximum drawdown for MMU was -34.50%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The maximum drawdown for MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 759 trading sessions.
The current MMU drawdown is -6.20%. The current MFM drawdown is -7.13%.
| Rank | MMU | MFM |
|---|---|---|
| #1 | -34.50% Aug 8, 2019 - Mar 18, 2020 | -54.24% Apr 2, 2007 - Apr 7, 2010 |
| #2 | -32.11% May 28, 2008 - Apr 21, 2009 | -34.38% Jul 29, 2021 - Oct 27, 2023 |
| #3 | -26.42% Nov 26, 2012 - Mar 4, 2015 | -29.37% Feb 14, 2020 - May 6, 2021 |
| #4 | -16.43% Dec 20, 2017 - Feb 26, 2019 | -24.74% Oct 1, 2012 - Dec 24, 2015 |
| #5 | -14.63% Aug 23, 2016 - Dec 20, 2017 | -15.37% Mar 25, 2004 - Oct 27, 2004 |
| #6 | -13.52% Sep 10, 2010 - Sep 7, 2011 | -15.26% Oct 29, 2010 - Sep 12, 2011 |
| #7 | -12.27% Mar 8, 2004 - Nov 26, 2004 | -13.45% Nov 4, 1999 - Jun 2, 2000 |
| #8 | -9.50% Feb 9, 2012 - May 3, 2012 | -12.02% Jul 8, 2016 - Jun 6, 2017 |
| #9 | -8.49% Nov 16, 1999 - Jun 22, 2000 | -11.92% Sep 17, 2001 - Oct 4, 2002 |
| #10 | -7.74% Oct 6, 2009 - Jan 14, 2010 | -11.67% Jul 13, 2017 - Feb 20, 2019 |
| #11 | -7.60% Apr 24, 2015 - Jul 29, 2015 | -10.96% Aug 31, 2000 - Jan 4, 2001 |
| #12 | -7.25% Sep 7, 2001 - Nov 7, 2001 | -10.86% Oct 4, 2002 - May 9, 2003 |
| #13 | -7.17% Jul 27, 2012 - Sep 21, 2012 | -10.56% Jun 11, 2003 - Jan 6, 2004 |
| #14 | -7.06% May 14, 2007 - Jan 3, 2008 | -9.57% Sep 13, 2005 - Jan 19, 2006 |
| #15 | -6.87% Oct 2, 2002 - May 14, 2003 | -8.19% Feb 11, 2005 - May 11, 2005 |
Correlation
Correlation between MMU and MFM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
MMU vs MFM dividend yield comparison.
| Year | MMU | MFM |
|---|---|---|
| 2026 | 4.32% | 4.36% |
| 2025 | 6.26% | 5.08% |
| 2024 | 6.16% | 4.65% |
| 2023 | 4.36% | 4.12% |
| 2022 | 4.65% | 4.85% |
| 2021 | 3.88% | 4.34% |
| 2020 | 4.21% | 4.70% |
| 2019 | 4.96% | 4.71% |
| 2018 | 5.68% | 5.91% |
| 2017 | 5.37% | 5.62% |
| 2016 | 5.67% | 5.72% |
| 2015 | 5.50% | 5.76% |
| 2014 | 5.74% | 6.04% |
| 2013 | 6.39% | 7.08% |
| 2012 | 5.43% | 6.31% |
| 2011 | 5.82% | 7.09% |
| 2010 | 6.40% | 7.86% |
| 2009 | 5.29% | 7.32% |
| 2008 | 5.79% | 11.29% |
| 2007 | 4.97% | 6.82% |
| 2006 | 5.16% | 5.82% |
| 2005 | 5.54% | 6.93% |
| 2004 | 6.35% | 7.10% |
| 2003 | 6.10% | 7.04% |
| 2002 | 5.87% | 7.38% |
| 2001 | 5.77% | 6.92% |
| 2000 | 6.04% | 3.01% |
| 1999 | 1.10% | 0.00% |
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