Performance analysis of CMU (MFS High Yield Municipal Trust)
Annual Return
Over the past 3 years, CMU has had an average annual return of +8.47%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CMU has had an average annual return of -1.27%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, CMU has had an average annual return of +1.70%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, CMU has had an average annual return of +4.16%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.82% | +5.38% | +11.57% | +10.28% | -27.19% | +7.39% | -2.15% | +19.14% | -4.44% | +10.80% | +3.75% | +9.57% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.32% | -9.14% | +10.08% | +18.27% | +5.51% | +74.20% | -37.59% | -14.20% | +15.91% | +1.12% | +8.01% | +8.72% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +10.24% | +10.52% | -0.43% | -6.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.04% | +3.02% | -0.65% | +2.13% | -5.68% | +1.20% | +0.82% | ||||||
| 2025 | +0.98% | +2.11% | -2.65% | -3.44% | +0.00741% | +0.19% | -1.29% | +1.41% | +5.66% | +1.63% | +1.04% | -0.10% | +5.38% |
| 2024 | +0.04% | -0.53% | +2.25% | -2.45% | +1.65% | +5.15% | +3.63% | +1.26% | +3.07% | -1.93% | +2.38% | -3.17% | +11.57% |
| 2023 | +7.72% | -4.70% | +1.01% | -0.28% | -1.54% | +3.23% | +4.99% | -0.56% | -5.97% | -8.29% | +11.07% | +4.93% | +10.28% |
| 2022 | -5.86% | -3.17% | -5.01% | -9.17% | +5.62% | -8.27% | +7.91% | -6.81% | -9.75% | -3.56% | +11.18% | -1.81% | -27.19% |
| 2021 | +1.55% | +0.84% | +0.18% | +5.57% | +2.10% | -0.05% | +0.58% | +2.24% | -5.04% | -2.27% | +1.91% | -0.09% | +7.39% |
| 2020 | +4.84% | -4.50% | -9.79% | -9.39% | +8.64% | -0.78% | +7.47% | -1.77% | -0.98% | -0.28% | +4.04% | +2.28% | -2.15% |
| 2019 | +8.89% | +0.89% | +2.88% | +1.08% | -0.66% | +2.57% | +5.06% | -1.24% | -3.32% | +0.17% | +1.45% | +0.39% | +19.14% |
| 2018 | -3.45% | +0.94% | +0.26% | -0.19% | +2.98% | +0.03% | -0.63% | +2.50% | +0.48% | -5.28% | -1.17% | -0.72% | -4.44% |
| 2017 | +5.72% | +0.29% | +0.08% | +0.49% | +1.57% | +1.13% | +1.76% | +0.48% | +0.27% | +2.80% | -2.21% | -1.86% | +10.80% |
Drawdown analysis of CMU (MFS High Yield Municipal Trust)
The maximum drawdown for the CMU was -57.26%, occurring on Dec 16, 2008. Recovery took 450 trading sessions.
The current CMU drawdown is -10.41%.
Since Nov 1, 1999 CMU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.26% | May 21, 2007 | 398 | Dec 16, 2008 | 450 | Sep 30, 2010 | 848 |
| -37.22% | Sep 1, 2021 | 293 | Oct 31, 2022 | Ongoing | Ongoing | Ongoing |
| -32.81% | Feb 25, 2020 | 19 | Mar 23, 2020 | 281 | May 4, 2021 | 300 |
| -23.41% | Apr 22, 2013 | 82 | Aug 16, 2013 | 368 | Feb 3, 2015 | 450 |
| -16.02% | Aug 23, 2016 | 58 | Nov 14, 2016 | 234 | Oct 19, 2017 | 292 |
| -15.71% | Nov 5, 2010 | 48 | Jan 14, 2011 | 190 | Oct 17, 2011 | 238 |
| -14.29% | Nov 3, 1999 | 88 | Mar 10, 2000 | 106 | Aug 10, 2000 | 194 |
| -14.22% | Mar 9, 2004 | 46 | May 13, 2004 | 109 | Oct 19, 2004 | 155 |
| -13.94% | Aug 11, 2000 | 82 | Dec 7, 2000 | 36 | Jan 31, 2001 | 118 |
| -11.98% | Aug 24, 2001 | 79 | Dec 21, 2001 | 110 | Jun 3, 2002 | 189 |
| -10.37% | Oct 19, 2017 | 297 | Dec 26, 2018 | 25 | Feb 1, 2019 | 322 |
| -10.31% | Feb 14, 2005 | 30 | Mar 30, 2005 | 208 | Jan 25, 2006 | 238 |
| -10.14% | Mar 4, 2015 | 83 | Jul 1, 2015 | 85 | Oct 30, 2015 | 168 |
| -8.79% | Sep 23, 2002 | 22 | Oct 23, 2002 | 124 | Apr 23, 2003 | 146 |
| -8.20% | Sep 26, 2012 | 114 | Mar 14, 2013 | 21 | Apr 15, 2013 | 135 |
| -7.73% | Jul 31, 2019 | 31 | Sep 13, 2019 | 58 | Dec 5, 2019 | 89 |
| -7.28% | Jul 6, 2012 | 33 | Aug 22, 2012 | 24 | Sep 26, 2012 | 57 |
| -6.94% | Feb 2, 2001 | 2 | Feb 6, 2001 | 99 | Jun 28, 2001 | 101 |
| -6.52% | Jun 17, 2003 | 31 | Jul 31, 2003 | 110 | Jan 7, 2004 | 141 |
| -6.37% | Feb 10, 2012 | 4 | Feb 16, 2012 | 39 | Apr 13, 2012 | 43 |
| -6.29% | Jul 28, 2006 | 27 | Sep 6, 2006 | 58 | Nov 28, 2006 | 85 |
| -5.19% | Nov 4, 2004 | 2 | Nov 8, 2004 | 40 | Jan 5, 2005 | 42 |
| -5.12% | May 9, 2012 | 26 | Jun 15, 2012 | 8 | Jun 27, 2012 | 34 |
| -4.86% | Feb 3, 2015 | 12 | Feb 20, 2015 | 8 | Mar 4, 2015 | 20 |
| -4.83% | Mar 27, 2006 | 17 | Apr 20, 2006 | 2 | Apr 24, 2006 | 19 |