Performance analysis of CXE (MFS High Income Municipal Trust)
Annual Return
Over the past 3 years, CXE has had an average annual return of +7.55%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CXE has had an average annual return of -2.59%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CXE has had an average annual return of +1.43%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, CXE has had an average annual return of +4.19%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.94% | +6.43% | +8.89% | +6.39% | -27.86% | +5.15% | -0.83% | +22.07% | -6.37% | +13.35% | +5.68% | +7.35% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +16.58% | -12.62% | +8.99% | +23.10% | +5.35% | +87.12% | -42.80% | -16.75% | +9.01% | +11.90% | +5.77% | +9.93% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +9.38% | +7.64% | +0.08% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.66% | +2.06% | -2.93% | +0.21% | +0.30% | -0.27% | +1.94% | ||||||
| 2025 | +2.36% | +2.30% | -2.98% | -2.81% | -1.49% | +2.80% | -0.33% | +0.51% | +5.30% | +0.75% | -0.05% | +0.21% | +6.43% |
| 2024 | +1.21% | +0.11% | +2.10% | -2.34% | +1.41% | +4.49% | +1.51% | +3.50% | +4.04% | -3.73% | +1.47% | -4.75% | +8.89% |
| 2023 | +7.55% | -4.69% | +3.23% | -2.93% | -1.06% | +0.37% | +4.97% | -6.27% | -7.88% | -2.17% | +11.93% | +5.09% | +6.39% |
| 2022 | -8.49% | -1.77% | -2.89% | -9.39% | +7.55% | -10.93% | +8.97% | -5.50% | -11.87% | -2.23% | +12.38% | -4.50% | -27.86% |
| 2021 | +0.02% | +0.60% | +1.21% | +3.74% | +4.21% | -3.10% | +1.52% | +2.81% | -3.48% | -3.07% | -0.43% | +1.36% | +5.15% |
| 2020 | +0.57% | -0.37% | -11.91% | -9.25% | +7.56% | +3.11% | +7.10% | -2.41% | -1.85% | -0.84% | +5.18% | +4.33% | -0.83% |
| 2019 | +6.54% | +3.94% | +1.04% | +1.61% | -1.53% | +3.18% | +9.26% | -4.93% | +2.83% | -3.27% | +5.12% | -2.69% | +22.07% |
| 2018 | -2.21% | -3.06% | +0.49% | +0.29% | +1.72% | +0.69% | +0.09% | +4.73% | -3.98% | -3.60% | -1.00% | -0.39% | -6.37% |
| 2017 | +2.33% | +1.70% | -0.09% | +1.70% | +2.47% | +0.87% | +3.76% | -1.20% | -0.28% | +2.60% | +1.43% | -2.51% | +13.35% |
Drawdown analysis of CXE (MFS High Income Municipal Trust)
The maximum drawdown for the CXE was -56.75%, occurring on Dec 16, 2008. Recovery took 414 trading sessions.
The current CXE drawdown is -14.38%.
Since Nov 1, 1999 CXE 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: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.75% | Mar 23, 2006 | 689 | Dec 16, 2008 | 414 | Aug 10, 2010 | 1103 |
| -39.20% | Aug 27, 2021 | 539 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -34.08% | Feb 25, 2020 | 16 | Mar 18, 2020 | 284 | May 4, 2021 | 300 |
| -24.27% | Sep 28, 2012 | 221 | Aug 19, 2013 | 575 | Nov 30, 2015 | 796 |
| -14.93% | Sep 2, 2010 | 93 | Jan 14, 2011 | 178 | Sep 29, 2011 | 271 |
| -14.57% | Mar 9, 2004 | 50 | May 19, 2004 | 100 | Oct 12, 2004 | 150 |
| -14.02% | Sep 8, 2000 | 58 | Nov 30, 2000 | 24 | Jan 5, 2001 | 82 |
| -13.94% | Jul 8, 2016 | 103 | Dec 2, 2016 | 145 | Jul 3, 2017 | 248 |
| -11.93% | Nov 5, 1999 | 88 | Mar 14, 2000 | 124 | Sep 8, 2000 | 212 |
| -11.51% | Nov 28, 2017 | 272 | Dec 28, 2018 | 62 | Mar 29, 2019 | 334 |
| -10.76% | Aug 1, 2019 | 30 | Sep 13, 2019 | 111 | Feb 24, 2020 | 141 |
| -9.79% | Sep 17, 2002 | 24 | Oct 21, 2002 | 126 | Apr 23, 2003 | 150 |
| -8.56% | Aug 29, 2001 | 77 | Dec 24, 2001 | 40 | Feb 22, 2002 | 117 |
| -7.96% | Feb 14, 2005 | 30 | Mar 30, 2005 | 127 | Sep 28, 2005 | 157 |
| -7.84% | Jan 16, 2001 | 39 | Mar 13, 2001 | 109 | Aug 16, 2001 | 148 |
| -7.36% | May 27, 2003 | 37 | Jul 18, 2003 | 105 | Dec 16, 2003 | 142 |
| -6.92% | Feb 7, 2012 | 8 | Feb 17, 2012 | 49 | Apr 30, 2012 | 57 |
| -5.44% | Jul 3, 2012 | 36 | Aug 23, 2012 | 10 | Sep 7, 2012 | 46 |
| -4.91% | May 27, 2021 | 35 | Jul 19, 2021 | 22 | Aug 18, 2021 | 57 |
| -4.76% | Jul 2, 2002 | 15 | Jul 24, 2002 | 38 | Sep 17, 2002 | 53 |
| -4.36% | Aug 7, 2017 | 6 | Aug 15, 2017 | 54 | Oct 31, 2017 | 60 |
| -4.34% | Feb 27, 2002 | 18 | Mar 25, 2002 | 19 | Apr 22, 2002 | 37 |
| -4.34% | Nov 8, 2005 | 4 | Nov 14, 2005 | 11 | Nov 30, 2005 | 15 |
| -4.19% | Apr 25, 2019 | 20 | May 23, 2019 | 24 | Jun 27, 2019 | 44 |
| -3.79% | May 7, 2021 | 7 | May 18, 2021 | 7 | May 27, 2021 | 14 |