MFM vs. VKQ
Compare and contrast key facts about MFS Municipal Income Trust (MFM) and Invesco Municipal Trust (VKQ).
Performance
MFM vs. VKQ - Performance Comparison
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MFM vs. VKQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFM MFS Municipal Income Trust | -0.73% | 6.95% | 8.35% | 4.11% | -22.63% | 9.45% | -0.87% | 20.83% | -5.56% | 9.45% |
VKQ Invesco Municipal Trust | 1.52% | 6.47% | 9.70% | 0.87% | -22.25% | 9.82% | 8.91% | 16.66% | -5.65% | 7.97% |
Fundamentals
MFM:
$219.12M
VKQ:
$531.77M
MFM:
$1.27
VKQ:
$0.41
MFM:
4.18
VKQ:
23.50
MFM:
0.00
VKQ:
0.12
MFM:
7.13
VKQ:
7.65
MFM:
0.88
VKQ:
0.99
MFM:
$30.71M
VKQ:
$69.51M
MFM:
$52.05M
VKQ:
$36.62M
MFM:
$44.07M
VKQ:
-$8.75M
Returns By Period
In the year-to-date period, MFM achieves a -0.73% return, which is significantly lower than VKQ's 1.52% return. Over the past 10 years, MFM has underperformed VKQ with an annualized return of 1.88%, while VKQ has yielded a comparatively higher 2.42% annualized return.
MFM
- 1D
- -1.30%
- 1M
- -4.24%
- YTD
- -0.73%
- 6M
- 1.73%
- 1Y
- 4.91%
- 3Y*
- 4.76%
- 5Y*
- -0.45%
- 10Y*
- 1.88%
VKQ
- 1D
- 0.95%
- 1M
- -2.98%
- YTD
- 1.52%
- 6M
- 3.19%
- 1Y
- 6.59%
- 3Y*
- 5.66%
- 5Y*
- -0.38%
- 10Y*
- 2.42%
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Return for Risk
MFM vs. VKQ — Risk / Return Rank
MFM
VKQ
MFM vs. VKQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Municipal Income Trust (MFM) and Invesco Municipal Trust (VKQ). 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.
| MFM | VKQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.65 | -0.22 |
Sortino ratioReturn per unit of downside risk | 0.69 | 0.95 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.13 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.12 | -0.31 |
Martin ratioReturn relative to average drawdown | 2.19 | 2.61 | -0.42 |
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
| MFM | VKQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.65 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.03 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.19 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.25 | -0.04 |
Correlation
The correlation between MFM and VKQ is 0.30, 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
MFM vs. VKQ - Dividend Comparison
MFM's dividend yield for the trailing twelve months is around 5.33%, less than VKQ's 7.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFM MFS Municipal Income Trust | 5.33% | 5.08% | 4.65% | 4.12% | 4.85% | 4.34% | 4.70% | 4.71% | 5.91% | 5.61% | 5.72% | 5.76% |
VKQ Invesco Municipal Trust | 7.84% | 7.81% | 6.43% | 4.60% | 5.63% | 4.71% | 4.65% | 4.96% | 5.98% | 5.78% | 6.44% | 6.39% |
Drawdowns
MFM vs. VKQ - Drawdown Comparison
The maximum MFM drawdown since its inception was -54.24%, which is greater than VKQ's maximum drawdown of -51.05%. Use the drawdown chart below to compare losses from any high point for MFM and VKQ.
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Drawdown Indicators
| MFM | VKQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.24% | -51.05% | -3.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.26% | -6.49% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -34.39% | -37.29% | +2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -34.39% | -37.29% | +2.90% |
Current DrawdownCurrent decline from peak | -10.68% | -10.17% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -9.86% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.99% | -0.29% |
Volatility
MFM vs. VKQ - Volatility Comparison
MFS Municipal Income Trust (MFM) has a higher volatility of 4.64% compared to Invesco Municipal Trust (VKQ) at 3.53%. This indicates that MFM's price experiences larger fluctuations and is considered to be riskier than VKQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFM | VKQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 3.53% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 5.76% | +2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.42% | 10.17% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.09% | 11.60% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.85% | 12.75% | +2.10% |
Financials
MFM vs. VKQ - Financials Comparison
This section allows you to compare key financial metrics between MFS Municipal Income Trust and Invesco Municipal Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities