UFEB vs MFM

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

5-Year PerformanceUFEB has outperformed MFM, delivering a return of +7.0% compared to -0.4%

UFEB vs MFM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

UFEB

$248M

MFM

$247M

Expense Ratio

UFEB

0.79%

MFM

N/A

Max Drawdown

Winner

UFEB

13.32%

MFM

59.26%

Sharpe Ratio

Winner

UFEB

1.78

MFM

0.87

5Y Beta

UFEB

0.36

Winner

MFM

0.15

5Y Dividends CAGR

UFEB

N/A

MFM

-1.90%

UFEB vs MFM - Historical Returns

Returns include dividend reinvestment.

Period	UFEB	MFM
1 month	+0.45%	+0.63%
3 months	+4.99%	+3.03%
6 months	+5.16%	+4.68%
1 year	+13.68%	+12.07%
5 years(CAGR)	+7.04%	-0.39%
10 years(CAGR)	N/A	+1.89%
Max(CAGR)	+7.26%	+5.04%

UFEB

+0.45%

Winner

MFM

+0.63%

Winner

UFEB

+4.99%

MFM

+3.03%

Winner

UFEB

+5.16%

MFM

+4.68%

Winner

UFEB

+13.68%

MFM

+12.07%

5Y(CAGR)

Winner

UFEB

+7.04%

MFM

-0.39%

10Y(CAGR)

UFEB

N/A

MFM

+1.89%

Max(CAGR)

Winner

UFEB

+7.26%

MFM

+5.04%

UFEB vs MFM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UFEB	MFM
2026	+4.49%	+4.70%
2025	+10.58%	+6.36%
2024	+12.98%	+7.72%
2023	+11.91%	+4.52%
2022	-6.00%	-21.84%
2021	+7.62%	+9.78%
2020	+5.78%	-1.42%
2019	N/A	+16.86%
2018	N/A	-5.41%
2017	N/A	+8.63%
2016	N/A	+1.49%
2015	N/A	+8.74%
2014	N/A	+13.39%
2013	N/A	-14.36%
2012	N/A	+14.85%
2011	N/A	+18.24%
2010	N/A	+0.65%
2009	N/A	+70.75%
2008	N/A	-36.78%
2007	N/A	-13.70%
2006	N/A	+11.48%
2005	N/A	+9.19%
2004	N/A	+8.26%
2003	N/A	+13.39%
2002	N/A	-1.94%
2001	N/A	+10.39%
2000	N/A	+13.66%
1999	N/A	-7.97%

UFEB vs MFM Drawdown Comparison

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

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

The current UFEB drawdown is -0.69%. The current MFM drawdown is -6.83%.

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