Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCMUX (MFS High Yield Municipal Trust) | 3.59% | 11.72% | 5.81% | -0.56% | 1.35% | 3.08% | 0.55% | … | … |
Data as of 06/08/2026, Common starting date is 04/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCMUX (MFS High Yield Municipal Trust) | 04/26/2001 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 11.72 | 5.81 | -0.56 | 1.35 | 3.08 | 0.55 | … | … | 3.59 | 2.67 | 6.16 | 7.69 | -21.11 | 6.09 | 2.13 | 9.98 | 1.62 | 4.93 | -3.49 | 0.26 | 17.16 | -5.01 | 14.29 | 5.08 | -3.28 | 40.92 | -41.73 | -12.46 | 2.41 | 0.69 | -1.54 | 0.86 | -4.13 | -0.45 |
| Sharpe Ratio | NA | 1.76 | 0.31 | -0.39 | -0.04 | NA | NA | … | … | 1.13 | -0.02 | 0.42 | 0.50 | -2.48 | 2.21 | 0.14 | 4.08 | 0.12 | 1.59 | -1.07 | 0.08 | 7.27 | -1.15 | 3.45 | 1.06 | -0.65 | 5.60 | -3.82 | -4.20 | -0.37 | -0.54 | -0.60 | 0.03 | -1.14 | -0.66 |
| Standard Deviation(%) | NA | 4.99 | 7.89 | 7.70 | 7.04 | NA | NA | … | … | 5.37 | 9.62 | 6.05 | 8.21 | 9.12 | 2.74 | 13.05 | 2.08 | 1.94 | 2.70 | 3.45 | 2.88 | 2.36 | 4.37 | 4.16 | 4.79 | 5.20 | 7.30 | 11.14 | 3.73 | 2.75 | 2.92 | 4.23 | 4.45 | 4.62 | 4.17 |
| Draw Down(%) | NA | 3.99 | 12.76 | 28.84 | 28.84 | NA | NA | … | … | 3.99 | 10.13 | 4.10 | 14.11 | 28.29 | 3.05 | 20.73 | 1.45 | 2.44 | 1.26 | 8.28 | 4.23 | 1.05 | 11.28 | 2.37 | 5.30 | 9.51 | 5.66 | 43.70 | 12.90 | 2.04 | 3.23 | 6.78 | 3.07 | 6.48 | 3.45 |
| Yield(%) | 0.00 | 8.03 | 5.52 | 3.91 | 3.64 | 3.92 | 2.08 | … | … | 4.54 | 5.03 | 4.49 | 3.66 | 3.58 | 4.27 | 4.42 | 4.86 | 4.89 | 1.94 | 0.00 | 0.47 | 6.55 | 5.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.54 |
Data as of 06/08/2026, Common starting date is 04/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCMUX (MFS High Yield Municipal Trust) |
-19.46%
Dec 2005 – Dec 2008 |
-12.33%
Dec 2003 – Dec 2008 |
-3.83%
May 2001 – May 2011 |
-0.93%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCMUX (MFS High Yield Municipal Trust) |
12.72%
Dec 2008 – Dec 2011 |
9.23%
Dec 2008 – Dec 2013 |
6.51%
Dec 2008 – Dec 2018 |
4.38%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart