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CIF: MFS Intermediate High Income Closed Fund (CEF)
Basic Info 1.72 0.01(0.58%) March 27
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (97%) |
Start Date: | 10/05/1988 |
Last Dividend Date: | 03/12/2024 |
12-Mo. Yield | 6.47% |
Expenses | - |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.6 | 19.0 | 2.2 | 5.4 | 6.2 | 11.4 | 7.2 | 6.5 | 15.5 | -25.0 | 21.3 | 0.2 | 43.2 | -19.9 | 25.7 | 23.6 | -3.6 | -0.4 | 2.1 | 13.7 | 9.9 | 14.4 | 104.3 | -39.7 | -3.6 | 24.1 | -4.6 | 9.1 | 36.9 | -11.8 | -10.9 | 2.9 | -8.6 | -9.4 | 17.2 | 15.6 | 22.1 | 1.1 | 22.8 | 19.5 | 69.9 | -34.1 | -10.2 | 1.8 |
Sharpe Ratio | NA | -0.68 | 0.8 | -0.07 | 0.12 | 0.24 | NA | NA | 0.18 | 0.78 | -1.26 | 0.91 | 0.0 | 3.11 | -1.4 | 1.71 | 1.78 | -0.27 | -0.04 | 0.15 | 0.77 | 0.47 | 0.6 | 2.67 | -0.67 | -0.38 | 1.61 | -0.45 | 0.57 | 1.91 | -0.56 | -0.48 | -0.05 | -0.63 | -0.5 | 0.78 | 0.57 | 0.77 | -0.07 | 0.96 | 0.72 | 2.09 | -0.96 | -0.65 | 0.09 |
Draw Down(%) | NA | 2.9 | 7.8 | 37.8 | 45.6 | 45.6 | NA | NA | 65.1 | 11.4 | 29.1 | 18.9 | 45.6 | 7.0 | 24.7 | 10.6 | 9.9 | 20.6 | 10.9 | 16.6 | 10.4 | 16.8 | 12.9 | 36.9 | 64.2 | 19.2 | 4.5 | 11.7 | 18.5 | 10.6 | 30.9 | 36.1 | 26.3 | 21.5 | 26.4 | 5.5 | 5.5 | 5.8 | 15.3 | 7.8 | 11.7 | 9.4 | 44.7 | 18.9 | 8.1 |
Standard Deviation(%) | NA | 9.1 | 13.3 | 19.8 | 24.6 | 19.9 | NA | NA | 24.5 | 14.6 | 20.9 | 23.4 | 40.6 | 13.4 | 15.1 | 14.7 | 13.1 | 13.3 | 10.9 | 13.6 | 17.9 | 21.3 | 23.9 | 39.0 | 60.3 | 17.5 | 13.0 | 15.1 | 14.3 | 19.0 | 22.9 | 27.7 | 24.3 | 19.0 | 25.5 | 17.4 | 21.3 | 23.8 | 27.4 | 21.6 | 23.7 | 31.4 | 41.0 | 24.6 | 25.4 |
Treynor Ratio | NA | -0.11 | 0.1 | -0.01 | 0.02 | 0.03 | NA | NA | 0.03 | 0.09 | -0.16 | 0.16 | 0.0 | 0.42 | -0.24 | 0.18 | 0.17 | -0.03 | 0.0 | 0.02 | 0.66 | 0.07 | 0.18 | 0.55 | -0.14 | -0.05 | 0.61 | -0.17 | 0.07 | 0.91 | -0.1 | -0.1 | -0.01 | -0.09 | -0.09 | 0.07 | 0.07 | 2.46 | -0.01 | 0.2 | 0.54 | 0.34 | -0.45 | -0.12 | -0.01 |
Alpha | NA | -0.01 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.02 | 0.01 | -0.04 | 0.07 | -0.02 | 0.09 | -0.07 | 0.06 | 0.03 | 0.0 | -0.02 | -0.01 | 0.05 | 0.01 | 0.03 | 0.06 | 0.16 | -0.02 | 0.07 | -0.02 | 0.0 | 0.11 | -0.05 | -0.05 | 0.03 | 0.0 | -0.01 | 0.06 | 0.07 | 0.07 | 0.09 | 0.06 | 0.07 | 0.13 | -0.07 | 0.03 | -0.04 |
Beta | NA | 0.54 | 1.07 | 1.49 | 2.01 | 1.81 | NA | NA | 1.65 | 1.27 | 1.64 | 1.33 | 2.52 | 1.01 | 0.88 | 1.39 | 1.34 | 1.38 | 1.05 | 1.09 | 0.21 | 1.35 | 0.78 | 1.9 | 3.0 | 1.36 | 0.34 | 0.39 | 1.19 | 0.4 | 1.25 | 1.38 | 1.13 | 1.35 | 1.35 | 2.04 | 1.66 | 0.07 | 1.52 | 1.01 | 0.32 | 1.91 | 0.87 | 1.28 | -1.62 |
RSquared | NA | 0.04 | 0.15 | 0.18 | 0.3 | 0.25 | NA | NA | 0.09 | 0.24 | 0.35 | 0.02 | 0.45 | 0.06 | 0.05 | 0.07 | 0.26 | 0.17 | 0.11 | 0.07 | 0.0 | 0.12 | 0.02 | 0.09 | 0.19 | 0.1 | 0.0 | 0.01 | 0.07 | 0.01 | 0.07 | 0.13 | 0.03 | 0.03 | 0.03 | 0.09 | 0.05 | 0.0 | 0.03 | 0.01 | 0.0 | 0.03 | 0.01 | 0.02 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/1988
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