CMU vs. HSTIX
Compare and contrast key facts about MFS High Yield Municipal Trust (CMU) and Homestead Stock Index Fund (HSTIX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999.
Performance
CMU vs. HSTIX - Performance Comparison
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CMU vs. HSTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMU MFS High Yield Municipal Trust | 3.42% | 5.39% | 11.56% | 10.28% | -27.23% | 7.38% | -2.18% | 19.12% | -4.45% | 10.79% |
HSTIX Homestead Stock Index Fund | -7.17% | 17.36% | 24.40% | 27.24% | -18.53% | 28.07% | 17.81% | 30.77% | -4.98% | 21.17% |
Returns By Period
In the year-to-date period, CMU achieves a 3.42% return, which is significantly higher than HSTIX's -7.17% return. Over the past 10 years, CMU has underperformed HSTIX with an annualized return of 2.08%, while HSTIX has yielded a comparatively higher 13.31% annualized return.
CMU
- 1D
- 1.42%
- 1M
- -0.65%
- YTD
- 3.42%
- 6M
- 6.11%
- 1Y
- 8.58%
- 3Y*
- 8.94%
- 5Y*
- 0.42%
- 10Y*
- 2.08%
HSTIX
- 1D
- -0.39%
- 1M
- -7.71%
- YTD
- -7.17%
- 6M
- -4.84%
- 1Y
- 13.93%
- 3Y*
- 17.11%
- 5Y*
- 11.15%
- 10Y*
- 13.31%
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Return for Risk
CMU vs. HSTIX — Risk / Return Rank
CMU
HSTIX
CMU vs. HSTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS High Yield Municipal Trust (CMU) and Homestead Stock Index Fund (HSTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CMU | HSTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.81 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.26 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.01 | +0.05 |
Martin ratioReturn relative to average drawdown | 3.05 | 4.91 | -1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMU | HSTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.81 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.66 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.74 | -0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.36 | -0.24 |
Correlation
The correlation between CMU and HSTIX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CMU vs. HSTIX - Dividend Comparison
CMU's dividend yield for the trailing twelve months is around 5.45%, more than HSTIX's 1.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMU MFS High Yield Municipal Trust | 5.45% | 5.38% | 4.69% | 4.05% | 5.58% | 4.52% | 4.93% | 4.81% | 6.09% | 5.87% | 6.13% | 6.22% |
HSTIX Homestead Stock Index Fund | 1.96% | 1.82% | 1.08% | 2.49% | 1.91% | 2.13% | 1.40% | 1.98% | 1.98% | 0.89% | 1.51% | 1.66% |
Drawdowns
CMU vs. HSTIX - Drawdown Comparison
The maximum CMU drawdown since its inception was -57.31%, roughly equal to the maximum HSTIX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for CMU and HSTIX.
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Drawdown Indicators
| CMU | HSTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.31% | -55.64% | -1.67% |
Max Drawdown (1Y)Largest decline over 1 year | -8.68% | -12.13% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -24.78% | -12.47% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | -33.82% | -3.43% |
Current DrawdownCurrent decline from peak | -8.14% | -8.97% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -13.04% | -11.65% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.51% | +0.51% |
Volatility
CMU vs. HSTIX - Volatility Comparison
The current volatility for MFS High Yield Municipal Trust (CMU) is 3.99%, while Homestead Stock Index Fund (HSTIX) has a volatility of 4.23%. This indicates that CMU experiences smaller price fluctuations and is considered to be less risky than HSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMU | HSTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 4.23% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 6.33% | 9.07% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.31% | 18.08% | -7.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.36% | 16.89% | -4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.68% | 18.02% | -3.34% |