Performance analysis of CXH (MFS Investment Grade Municipal Trust)
Annual Return
Over the past 3 years, CXH has had an average annual return of +7.30%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CXH has had an average annual return of -0.63%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, CXH has had an average annual return of +1.73%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, CXH has had an average annual return of +5.49%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.64% | +4.39% | +9.77% | +10.39% | -27.90% | +10.50% | +5.33% | +16.64% | -4.90% | +8.75% | -1.08% | +11.95% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.17% | -12.57% | +13.58% | +19.56% | +2.53% | +60.44% | -30.68% | -7.00% | +9.14% | +9.98% | +4.58% | +10.69% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +3.33% | +20.11% | +19.03% | -2.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.69% | +2.47% | -2.33% | +4.93% | -5.40% | -0.39% | +0.64% | ||||||
| 2025 | +0.59% | +1.83% | -2.24% | -2.82% | -0.85% | +1.28% | -2.70% | +1.41% | +5.68% | +2.47% | -0.18% | +0.17% | +4.39% |
| 2024 | -0.50% | +0.18% | +1.95% | -3.60% | +1.99% | +6.53% | +2.36% | +0.95% | +1.68% | -1.51% | +2.45% | -2.71% | +9.77% |
| 2023 | +6.78% | -4.55% | +2.85% | -0.09% | -2.14% | +2.77% | +3.77% | -1.03% | -5.58% | -5.65% | +9.67% | +4.43% | +10.39% |
| 2022 | -10.37% | -1.51% | -5.19% | -7.39% | +2.04% | -5.01% | +8.83% | -7.34% | -11.01% | -2.01% | +11.43% | -2.07% | -27.90% |
| 2021 | +0.59% | -1.06% | +1.73% | +2.01% | +1.68% | +2.14% | +3.77% | -2.27% | -3.10% | -2.06% | +1.46% | +5.50% | +10.50% |
| 2020 | +3.34% | -0.85% | -7.39% | -1.20% | +1.30% | +4.04% | +4.01% | -1.98% | -1.29% | -2.59% | +5.79% | +2.78% | +5.33% |
| 2019 | +7.27% | +1.04% | -0.13% | +0.72% | +1.23% | +1.11% | +3.50% | +0.55% | +0.76% | -1.37% | +1.29% | -0.22% | +16.64% |
| 2018 | -1.37% | -2.01% | +1.27% | +0.40% | -1.30% | +0.64% | +0.09% | +0.21% | -2.08% | -2.69% | +1.72% | +0.21% | -4.90% |
| 2017 | +2.98% | +0.10% | +1.05% | +3.53% | +3.24% | -0.38% | +0.50% | +2.05% | -2.80% | -1.92% | -0.33% | +0.60% | +8.75% |
Drawdown analysis of CXH (MFS Investment Grade Municipal Trust)
The maximum drawdown for the CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 301 trading sessions.
The current CXH drawdown is -8.97%.
Since Nov 1, 1999 CXH has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.04% | Mar 13, 2007 | 446 | Dec 16, 2008 | 301 | Mar 1, 2010 | 747 |
| -34.68% | Aug 4, 2021 | 311 | Oct 27, 2022 | Ongoing | Ongoing | Ongoing |
| -28.19% | Mar 4, 2020 | 10 | Mar 18, 2020 | 220 | Feb 1, 2021 | 230 |
| -22.75% | Jul 11, 2012 | 293 | Sep 11, 2013 | 460 | Jul 10, 2015 | 753 |
| -17.94% | Sep 9, 2010 | 89 | Jan 14, 2011 | 175 | Sep 26, 2011 | 264 |
| -15.34% | Mar 11, 2004 | 43 | May 12, 2004 | 185 | Feb 4, 2005 | 228 |
| -12.57% | Sep 6, 2016 | 63 | Dec 5, 2016 | 184 | Aug 29, 2017 | 247 |
| -12.25% | Sep 1, 2017 | 279 | Oct 11, 2018 | 152 | May 22, 2019 | 431 |
| -9.74% | Aug 30, 2002 | 38 | Oct 24, 2002 | 127 | Apr 29, 2003 | 165 |
| -9.24% | Jul 10, 2003 | 18 | Aug 5, 2003 | 81 | Nov 28, 2003 | 99 |
| -8.86% | Mar 1, 2002 | 15 | Mar 22, 2002 | 66 | Jun 26, 2002 | 81 |
| -8.51% | Nov 14, 2001 | 17 | Dec 10, 2001 | 54 | Feb 28, 2002 | 71 |
| -8.23% | Nov 16, 1999 | 25 | Dec 22, 1999 | 75 | Apr 10, 2000 | 100 |
| -8.01% | Feb 22, 2006 | 87 | Jun 27, 2006 | 61 | Sep 22, 2006 | 148 |
| -7.37% | Mar 2, 2012 | 11 | Mar 19, 2012 | 38 | May 11, 2012 | 49 |
| -6.99% | Aug 31, 2001 | 10 | Sep 21, 2001 | 28 | Oct 31, 2001 | 38 |
| -6.47% | Sep 11, 2000 | 57 | Nov 30, 2000 | 24 | Jan 5, 2001 | 81 |
| -5.60% | May 2, 2000 | 13 | May 19, 2000 | 33 | Jul 7, 2000 | 46 |
| -5.12% | Feb 10, 2012 | 4 | Feb 16, 2012 | 7 | Feb 28, 2012 | 11 |
| -5.11% | Sep 13, 2005 | 26 | Oct 19, 2005 | 47 | Dec 27, 2005 | 73 |
| -5.02% | Oct 30, 2006 | 13 | Nov 16, 2006 | 65 | Feb 23, 2007 | 78 |
| -4.92% | Jul 24, 2015 | 8 | Aug 5, 2015 | 64 | Nov 4, 2015 | 72 |
| -4.51% | Feb 10, 2021 | 8 | Feb 23, 2021 | 35 | Apr 14, 2021 | 43 |
| -3.99% | Apr 29, 2010 | 16 | May 21, 2010 | 7 | Jun 2, 2010 | 23 |
| -3.87% | Aug 20, 2019 | 49 | Oct 29, 2019 | 51 | Jan 13, 2020 | 100 |