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MIN: MFS Intermediate Income Trust (CEF)
Basic Info 2.64 0.01(0.38%) July 25
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 03/11/1988 |
| Last Dividend Date: | 07/15/2025 |
| 12-Mo. Yield | 8.97% |
| Expenses | - |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/11/1988 |
2024 | 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(%) | -0.4 | 5.3 | 8.0 | 5.9 | 1.5 | 3.8 | 2.7 | 4.2 | 2.0 | 8.6 | 6.3 | -15.7 | 2.8 | 9.7 | 13.5 | -3.0 | 2.4 | 6.6 | 5.1 | 1.1 | -12.1 | 11.0 | 9.1 | 2.6 | 17.0 | 13.0 | 4.1 | 4.2 | 1.2 | 0.4 | 1.8 | 12.5 | 7.9 | 18.9 | -11.0 | -2.7 | -1.8 | 7.5 | 8.2 | -16.9 | 1.7 | -7.9 | 3.3 | -7.6 | -7.0 | -11.3 |
| Sharpe Ratio | NA | 0.68 | 0.49 | 0.22 | -0.05 | 0.23 | NA | NA | -0.01 | 0.46 | 0.2 | -1.47 | 0.37 | 0.66 | 1.53 | -0.54 | 0.2 | 0.72 | 0.67 | 0.14 | -0.92 | 0.77 | 0.67 | 0.19 | 1.46 | 0.62 | 0.15 | 0.15 | -0.15 | -0.08 | 0.13 | 0.89 | 0.51 | 0.94 | -0.98 | -0.45 | -0.34 | 0.18 | 0.2 | -0.89 | -0.02 | -0.57 | -0.03 | -0.63 | -0.75 | -1.15 |
| Draw Down(%) | NA | 3.3 | 3.3 | 8.8 | 19.3 | 19.3 | NA | NA | 40.6 | 7.1 | 7.8 | 18.7 | 4.3 | 12.1 | 2.4 | 5.5 | 3.1 | 4.8 | 6.0 | 7.0 | 18.6 | 8.1 | 8.3 | 11.3 | 7.7 | 14.9 | 3.4 | 3.2 | 4.9 | 10.1 | 9.4 | 8.6 | 5.9 | 5.4 | 13.6 | 10.8 | 8.4 | 6.9 | 7.1 | 18.6 | 7.9 | 17.4 | 15.2 | 18.1 | 14.5 | 12.5 |
| Standard Deviation(%) | NA | 9.7 | 9.9 | 11.8 | 10.7 | 10.2 | NA | NA | 14.1 | 10.7 | 13.5 | 11.7 | 7.6 | 14.3 | 7.9 | 8.1 | 8.4 | 8.8 | 7.6 | 7.7 | 13.2 | 14.2 | 13.6 | 13.2 | 11.6 | 19.4 | 6.2 | 5.4 | 7.0 | 6.9 | 8.9 | 12.8 | 10.8 | 15.6 | 14.7 | 13.5 | 16.1 | 21.0 | 21.1 | 22.5 | 20.6 | 18.3 | 23.7 | 20.5 | 17.3 | 16.3 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.11 | -0.02 | 0.11 | NA | NA | -0.01 | -0.88 | 0.12 | -0.6 | 0.12 | 0.24 | 0.54 | -0.43 | 0.27 | 0.74 | 1.95 | 0.12 | -0.29 | 2.8 | 0.63 | 0.43 | 0.77 | 1.37 | 0.05 | 0.05 | -1.07 | -0.03 | 0.06 | 1.09 | 0.25 | -1.81 | 1.26 | -0.37 | -0.55 | 0.39 | -11.09 | 2.7 | -0.37 | 2.67 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | NA | NA | 0.02 | 0.01 | 0.01 | NA | NA | 0.0 | 0.02 | 0.02 | -0.04 | 0.02 | 0.03 | 0.04 | -0.01 | 0.01 | 0.03 | 0.02 | 0.01 | -0.04 | 0.04 | 0.03 | 0.01 | 0.06 | 0.05 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.04 | 0.03 | 0.06 | -0.06 | -0.03 | -0.01 | 0.02 | 0.03 | -0.08 | 0.01 | -0.03 | NA | NA | NA | NA |
| Beta | NA | NA | NA | 0.23 | 0.26 | 0.21 | NA | NA | 0.12 | -0.06 | 0.23 | 0.29 | 0.23 | 0.39 | 0.22 | 0.1 | 0.06 | 0.09 | 0.03 | 0.09 | 0.42 | 0.04 | 0.14 | 0.06 | 0.22 | 0.09 | 0.2 | 0.15 | 0.01 | 0.17 | 0.2 | 0.1 | 0.22 | -0.08 | -0.11 | 0.16 | 0.1 | 0.1 | 0.0 | -0.07 | 0.01 | -0.04 | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.02 | 0.03 | 0.02 | NA | NA | 0.0 | 0.0 | 0.02 | 0.06 | 0.02 | 0.05 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.05 | 0.0 | 0.01 | 0.0 | 0.05 | 0.0 | 0.04 | 0.05 | 0.0 | 0.08 | 0.06 | 0.01 | 0.05 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 5.2 | 8.9 | 8.4 | 7.2 | 7.1 | 5.6 | 6.2 | N/A | 8.8 | 9.0 | 7.8 | 8.6 | 8.9 | 9.4 | 8.5 | 8.9 | 9.1 | 9.1 | 9.1 | 7.8 | 8.4 | 8.6 | 8.6 | 9.0 | 9.5 | 4.9 | 5.5 | 5.1 | 5.3 | 5.7 | 6.5 | 6.3 | 8.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -42.8 | -2.3 | -24.2 | -27.2 | -32.5 | 25.6 | N/A | N/A | -3.2 | -9.7 | -14.5 | -4.4 | -2.0 | -2.8 | -8.6 | -6.8 | -5.9 | -6.3 | -6.5 | -4.7 | -3.6 | -4.2 | 0.7 | -2.2 | 91.8 | -10.8 | 3.6 | -9.6 | -9.9 | -8.0 | 1.9 | -18.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1988
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