Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCXHX (MFS Investment Grade Municipal Trust) | 3.03% | 10.88% | 4.63% | -0.84% | 1.13% | 2.70% | 1.03% | … | … |
Data as of 06/08/2026, Common starting date is 04/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCXHX (MFS Investment Grade 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 (%) | 0.36 | 10.88 | 4.63 | -0.84 | 1.13 | 2.70 | 1.03 | … | … | 3.03 | 2.53 | 3.63 | 8.01 | -19.40 | 3.50 | 5.90 | 9.41 | 0.66 | 4.83 | -4.12 | 0.67 | 17.28 | -5.74 | 10.41 | 6.13 | -3.38 | 25.46 | -27.50 | -8.93 | 1.51 | -0.09 | -2.17 | 1.50 | 5.10 | 1.04 |
| Sharpe Ratio | NA | 1.69 | 0.18 | -0.45 | -0.08 | NA | NA | … | … | 0.92 | -0.04 | 0.00 | 0.57 | -2.42 | 1.45 | 0.48 | 3.67 | -0.33 | 1.31 | -1.05 | 0.20 | 6.24 | -1.28 | 2.82 | 1.51 | -0.78 | 4.44 | -2.66 | -3.78 | -0.70 | -0.77 | -0.66 | 0.15 | 0.73 | -0.10 |
| Standard Deviation(%) | NA | 4.71 | 7.45 | 7.26 | 6.62 | NA | NA | … | … | 5.13 | 9.23 | 5.53 | 7.65 | 8.63 | 2.40 | 11.70 | 2.16 | 2.21 | 3.18 | 4.14 | 3.26 | 2.77 | 4.50 | 3.71 | 4.04 | 4.45 | 5.71 | 10.66 | 3.21 | 2.74 | 3.03 | 4.79 | 5.22 | 5.43 | 5.20 |
| Draw Down(%) | NA | 4.09 | 12.31 | 27.40 | 27.40 | NA | NA | … | … | 4.09 | 9.67 | 4.01 | 13.57 | 26.78 | 2.96 | 17.58 | 1.97 | 3.29 | 2.37 | 10.81 | 5.30 | 1.86 | 11.94 | 2.73 | 4.48 | 8.96 | 4.41 | 32.80 | 9.49 | 3.00 | 4.08 | 8.94 | 8.59 | 7.26 | 7.99 |
| Yield(%) | 0.00 | 7.05 | 4.64 | 3.54 | 3.26 | 3.41 | 2.10 | … | … | 3.98 | 4.29 | 3.58 | 3.27 | 3.15 | 4.19 | 4.37 | 4.45 | 4.01 | 1.50 | 0.00 | 0.39 | 5.51 | 5.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 |
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 |
|---|---|---|---|---|
| XCXHX (MFS Investment Grade Municipal Trust) |
-12.49%
Dec 2005 – Dec 2008 |
-8.11%
Dec 2003 – Dec 2008 |
-1.91%
Aug 2001 – Aug 2011 |
-0.07%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCXHX (MFS Investment Grade Municipal Trust) |
8.80%
Aug 2013 – Aug 2016 |
6.19%
Mar 2011 – Mar 2016 |
4.81%
Dec 2008 – Dec 2018 |
3.48%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart