RSBY vs CXH
Comparison between RETURN STACKED(R) BONDS & FUTURES YIELD ETF (RSBY, ETF) and MFS Investment Grade Municipal Trust (CXH, ETF).
RSBY vs CXH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RSBY
$70M
Winner
CXH
$70M
Expense Ratio
RSBY
1.01%
CXH
N/A
Max Drawdown
Winner
RSBY
25.08%
CXH
54.10%
Sharpe Ratio
Winner
RSBY
1.40
CXH
0.62
5Y Beta
Winner
RSBY
-0.17
CXH
0.06
5Y Dividends CAGR
RSBY
N/A
CXH
3.80%
RSBY vs CXH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RSBY
-0.83%
CXH
-6.08%
3M
Winner
RSBY
+0.93%
CXH
-5.02%
6M
Winner
RSBY
+19.78%
CXH
+0.80%
1Y
Winner
RSBY
+18.79%
CXH
+8.67%
5Y(CAGR)
RSBY
N/A
CXH
-0.71%
10Y(CAGR)
RSBY
N/A
CXH
+1.67%
Max(CAGR)
RSBY
-2.43%
Winner
CXH
+5.48%
RSBY vs CXH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | RSBY | CXH |
|---|---|---|
| 2026 | +20.03% | +0.12% |
| 2025 | -12.80% | +3.62% |
| 2024 | -7.90% | +10.20% |
| 2023 | N/A | +9.31% |
| 2022 | N/A | -26.62% |
| 2021 | N/A | +10.16% |
| 2020 | N/A | +4.90% |
| 2019 | N/A | +13.79% |
| 2018 | N/A | -5.68% |
| 2017 | N/A | +7.60% |
| 2016 | N/A | -0.48% |
| 2015 | N/A | +11.47% |
| 2014 | N/A | +15.84% |
| 2013 | N/A | -14.45% |
| 2012 | N/A | +12.54% |
| 2011 | N/A | +18.49% |
| 2010 | N/A | +1.54% |
| 2009 | N/A | +56.18% |
| 2008 | N/A | -31.18% |
| 2007 | N/A | -6.83% |
| 2006 | N/A | +8.83% |
| 2005 | N/A | +10.09% |
| 2004 | N/A | +5.08% |
| 2003 | N/A | +11.01% |
| 2002 | N/A | +3.92% |
| 2001 | N/A | +20.12% |
| 2000 | N/A | +17.36% |
| 1999 | N/A | -2.43% |
RSBY vs CXH Drawdown Comparison
The maximum drawdown for RSBY was -23.32%, occurring on May 21, 2025. This drawdown has not yet recovered.
The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.
The current RSBY drawdown is -5.80%. The current CXH drawdown is -9.33%.
| Rank | RSBY | CXH |
|---|---|---|
| #1 | -23.32% Sep 6, 2024 - May 21, 2025 | -49.04% Mar 13, 2007 - Mar 1, 2010 |
| #2 | -1.20% Aug 26, 2024 - Sep 4, 2024 | -34.67% Aug 4, 2021 - Oct 27, 2022 |
| #3 | -0.15% Aug 22, 2024 - Aug 26, 2024 | -28.19% Mar 4, 2020 - Feb 1, 2021 |
| #4 | N/A | -22.75% Jul 11, 2012 - Jul 10, 2015 |
| #5 | N/A | -17.94% Sep 9, 2010 - Sep 26, 2011 |
| #6 | N/A | -15.34% Mar 11, 2004 - Feb 4, 2005 |
| #7 | N/A | -12.58% Sep 6, 2016 - Aug 29, 2017 |
| #8 | N/A | -12.25% Sep 1, 2017 - May 22, 2019 |
| #9 | N/A | -9.74% Aug 30, 2002 - Apr 29, 2003 |
| #10 | N/A | -9.23% Jul 10, 2003 - Nov 28, 2003 |
| #11 | N/A | -8.86% Mar 1, 2002 - Jun 26, 2002 |
| #12 | N/A | -8.51% Nov 14, 2001 - Feb 28, 2002 |
| #13 | N/A | -8.23% Nov 16, 1999 - Apr 10, 2000 |
| #14 | N/A | -8.01% Feb 22, 2006 - Sep 22, 2006 |
| #15 | N/A | -7.38% Mar 2, 2012 - May 11, 2012 |
Correlation
Correlation between RSBY and CXH is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.43
-101
Dividend Comparison (1999 - 2026)
RSBY vs CXH dividend yield comparison.
| Year | RSBY | CXH |
|---|---|---|
| 2026 | 0.00% | 4.47% |
| 2025 | 2.07% | 4.70% |
| 2024 | 2.29% | 3.84% |
| 2023 | 0.00% | 3.63% |
| 2022 | 0.00% | 4.75% |
| 2021 | 0.00% | 4.77% |
| 2020 | 0.00% | 4.77% |
| 2019 | 0.00% | 4.63% |
| 2018 | 0.00% | 5.28% |
| 2017 | 0.00% | 4.90% |
| 2016 | 0.00% | 5.19% |
| 2015 | 0.00% | 5.14% |
| 2014 | 0.00% | 5.62% |
| 2013 | 0.00% | 6.39% |
| 2012 | 0.00% | 5.93% |
| 2011 | 0.00% | 7.21% |
| 2010 | 0.00% | 7.94% |
| 2009 | 0.00% | 6.58% |
| 2008 | 0.00% | 8.78% |
| 2007 | 0.00% | 5.77% |
| 2006 | 0.00% | 5.29% |
| 2005 | 0.00% | 6.41% |
| 2004 | 0.00% | 7.55% |
| 2003 | 0.00% | 7.07% |
| 2002 | 0.00% | 7.16% |
| 2001 | 0.00% | 6.21% |
| 2000 | 0.00% | 6.39% |
| 1999 | 0.00% | 1.18% |
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