Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCXEX (MFS High Income Municipal Trust) | 2.55% | 10.64% | 5.20% | -0.99% | 1.10% | 2.87% | 0.37% | … | … |
Data as of 06/08/2026, Common starting date is 04/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCXEX (MFS High Income 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 (%) | 0.24 | 10.64 | 5.20 | -0.99 | 1.10 | 2.87 | 0.37 | … | … | 2.55 | 2.50 | 5.91 | 7.35 | -21.24 | 5.60 | 2.23 | 9.98 | 1.55 | 4.66 | -3.68 | 0.66 | 17.15 | -5.34 | 14.05 | 4.99 | -3.56 | 40.18 | -41.71 | -12.16 | 2.15 | 0.93 | -1.67 | 1.70 | -6.10 | -1.04 |
| Sharpe Ratio | NA | 1.64 | 0.24 | -0.45 | -0.07 | NA | NA | … | … | 0.71 | -0.04 | 0.39 | 0.46 | -2.54 | 2.22 | 0.11 | 4.06 | 0.10 | 1.51 | -1.12 | 0.23 | 7.24 | -1.16 | 3.27 | 1.03 | -0.69 | 5.52 | -3.67 | -4.13 | -0.44 | -0.48 | -0.68 | 0.21 | -1.50 | -0.74 |
| Standard Deviation(%) | NA | 4.71 | 7.76 | 7.56 | 7.85 | NA | NA | … | … | 5.02 | 9.55 | 5.82 | 8.14 | 8.95 | 2.51 | 17.35 | 2.10 | 1.76 | 2.66 | 3.47 | 2.76 | 2.37 | 4.64 | 4.31 | 4.80 | 5.27 | 7.26 | 11.60 | 3.72 | 2.88 | 2.80 | 3.94 | 4.65 | 4.84 | 4.90 |
| Draw Down(%) | NA | 4.10 | 12.66 | 28.77 | 28.77 | NA | NA | … | … | 4.10 | 10.19 | 3.99 | 14.05 | 28.21 | 2.94 | 20.45 | 1.43 | 2.50 | 1.37 | 8.51 | 4.17 | 1.13 | 11.79 | 2.31 | 5.19 | 9.54 | 5.85 | 43.73 | 12.82 | 2.27 | 2.72 | 6.03 | 2.76 | 8.14 | 3.68 |
| Yield(%) | 0.00 | 6.32 | 4.93 | 3.70 | 3.52 | 3.79 | 2.00 | … | … | 2.99 | 4.88 | 4.39 | 3.91 | 3.71 | 4.15 | 4.52 | 4.96 | 4.88 | 1.97 | 0.00 | 0.48 | 6.34 | 5.87 | 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 |
|---|---|---|---|---|
| XCXEX (MFS High Income Municipal Trust) |
-19.43%
Dec 2005 – Dec 2008 |
-12.29%
Dec 2003 – Dec 2008 |
-4.10%
May 2001 – May 2011 |
-1.07%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCXEX (MFS High Income Municipal Trust) |
12.38%
Dec 2008 – Dec 2011 |
8.91%
Dec 2008 – Dec 2013 |
6.34%
Dec 2008 – Dec 2018 |
4.21%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart