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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMU or HSTIX.
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.
Performance
CMU vs. HSTIX - Performance Comparison
Key characteristics
CMU:
1.80
HSTIX:
1.89
CMU:
2.54
HSTIX:
2.54
CMU:
1.33
HSTIX:
1.35
CMU:
0.56
HSTIX:
2.86
CMU:
7.47
HSTIX:
11.65
CMU:
1.92%
HSTIX:
2.08%
CMU:
7.98%
HSTIX:
12.80%
CMU:
-57.31%
HSTIX:
-55.58%
CMU:
-14.21%
HSTIX:
-0.02%
Returns By Period
In the year-to-date period, CMU achieves a 1.54% return, which is significantly lower than HSTIX's 4.05% return. Over the past 10 years, CMU has underperformed HSTIX with an annualized return of 3.02%, while HSTIX has yielded a comparatively higher 12.35% annualized return.
CMU
1.54%
1.11%
2.66%
12.66%
-1.70%
3.02%
HSTIX
4.05%
2.81%
10.32%
22.25%
13.16%
12.35%
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Risk-Adjusted Performance
CMU vs. HSTIX — Risk-Adjusted Performance Rank
CMU
HSTIX
CMU vs. HSTIX - Risk-Adjusted Performance 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.
Dividends
CMU vs. HSTIX - Dividend Comparison
CMU's dividend yield for the trailing twelve months is around 4.52%, more than HSTIX's 0.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMU MFS High Yield Municipal Trust | 4.52% | 4.86% | 4.08% | 5.59% | 4.58% | 5.05% | 4.82% | 6.21% | 5.93% | 6.20% | 6.23% | 6.63% |
HSTIX Homestead Stock Index Fund | 0.78% | 0.82% | 1.04% | 1.22% | 0.85% | 1.12% | 1.60% | 1.98% | 0.89% | 1.51% | 1.66% | 1.42% |
Drawdowns
CMU vs. HSTIX - Drawdown Comparison
The maximum CMU drawdown since its inception was -57.31%, roughly equal to the maximum HSTIX drawdown of -55.58%. Use the drawdown chart below to compare losses from any high point for CMU and HSTIX. For additional features, visit the drawdowns tool.
Volatility
CMU vs. HSTIX - Volatility Comparison
The current volatility for MFS High Yield Municipal Trust (CMU) is 1.73%, while Homestead Stock Index Fund (HSTIX) has a volatility of 3.21%. 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.