VKQ vs. MFM
Compare and contrast key facts about Invesco Municipal Trust (VKQ) and MFS Municipal Income Trust (MFM).
Performance
VKQ vs. MFM - Performance Comparison
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VKQ vs. MFM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VKQ Invesco Municipal Trust | 1.52% | 6.47% | 9.70% | 0.87% | -22.25% | 9.82% | 8.91% | 16.66% | -5.65% | 7.97% |
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% |
Fundamentals
VKQ:
$531.77M
MFM:
$219.12M
VKQ:
$0.41
MFM:
$1.27
VKQ:
23.50
MFM:
4.18
VKQ:
0.12
MFM:
0.00
VKQ:
7.65
MFM:
7.13
VKQ:
0.99
MFM:
0.88
VKQ:
$69.51M
MFM:
$30.71M
VKQ:
$36.62M
MFM:
$52.05M
VKQ:
-$8.75M
MFM:
$44.07M
Returns By Period
In the year-to-date period, VKQ achieves a 1.52% return, which is significantly higher than MFM's -0.73% return. Over the past 10 years, VKQ has outperformed MFM with an annualized return of 2.42%, while MFM has yielded a comparatively lower 1.88% annualized return.
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%
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%
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Return for Risk
VKQ vs. MFM — Risk / Return Rank
VKQ
MFM
VKQ vs. MFM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Municipal Trust (VKQ) and MFS Municipal Income Trust (MFM). 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.
| VKQ | MFM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.43 | +0.22 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.69 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.09 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 0.81 | +0.31 |
Martin ratioReturn relative to average drawdown | 2.61 | 2.19 | +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
| VKQ | MFM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.43 | +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 | 0.19 | 0.13 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.20 | +0.04 |
Correlation
The correlation between VKQ and MFM 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
VKQ vs. MFM - Dividend Comparison
VKQ's dividend yield for the trailing twelve months is around 7.84%, more than MFM's 5.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
VKQ vs. MFM - Drawdown Comparison
The maximum VKQ drawdown since its inception was -51.05%, smaller than the maximum MFM drawdown of -54.24%. Use the drawdown chart below to compare losses from any high point for VKQ and MFM.
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Drawdown Indicators
| VKQ | MFM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.05% | -54.24% | +3.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.49% | -7.26% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -37.29% | -34.39% | -2.90% |
Max Drawdown (10Y)Largest decline over 10 years | -37.29% | -34.39% | -2.90% |
Current DrawdownCurrent decline from peak | -10.17% | -10.68% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -8.95% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 2.70% | +0.29% |
Volatility
VKQ vs. MFM - Volatility Comparison
The current volatility for Invesco Municipal Trust (VKQ) is 3.53%, while MFS Municipal Income Trust (MFM) has a volatility of 4.64%. This indicates that VKQ experiences smaller price fluctuations and is considered to be less risky than MFM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VKQ | MFM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 4.64% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 5.76% | 7.91% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.17% | 11.42% | -1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.60% | 14.09% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 14.85% | -2.10% |
Financials
VKQ vs. MFM - Financials Comparison
This section allows you to compare key financial metrics between Invesco Municipal Trust and MFS Municipal Income 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