Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIN (MFS Intermediate Income Trust) | -1.74% | 1.05% | 4.75% | 0.85% | 2.92% | 2.61% | 4.28% | … | … |
Data as of 06/04/2026, Common starting date is 03/11/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIN (MFS Intermediate Income Trust) | 03/11/1988 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.82 | 1.05 | 4.75 | 0.85 | 2.92 | 2.61 | 4.28 | … | … | -1.74 | 7.15 | 8.57 | 6.30 | -15.69 | 2.84 | 9.69 | 13.49 | -2.96 | 2.36 | 6.55 | 5.10 | 1.14 | -12.10 | 10.96 | 9.09 | 2.55 | 17.02 | 12.99 | 4.08 | 4.20 | 1.21 | 0.43 | 1.85 | 12.54 | 7.92 | 18.87 | -11.01 | -2.68 | -1.75 | 7.55 | 8.16 | -16.95 | 1.72 | -7.94 | 3.28 | -7.58 | -7.04 | -11.25 |
| Sharpe Ratio | NA | -0.19 | 0.14 | -0.15 | 0.11 | NA | NA | … | … | -0.58 | 0.46 | 0.46 | 0.20 | -1.47 | 0.37 | 0.66 | 1.53 | -0.54 | 0.20 | 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 | 0.20 | -0.89 | -0.02 | -0.57 | -0.03 | -0.63 | -0.75 | -1.15 |
| Standard Deviation(%) | NA | 10.68 | 11.25 | 11.17 | 10.44 | NA | NA | … | … | 13.28 | 9.40 | 10.74 | 13.46 | 11.70 | 7.64 | 14.35 | 7.86 | 8.09 | 8.36 | 8.82 | 7.55 | 7.75 | 13.23 | 14.20 | 13.56 | 13.25 | 11.58 | 19.41 | 6.15 | 5.45 | 6.98 | 6.94 | 8.94 | 12.76 | 10.85 | 15.56 | 14.67 | 13.51 | 16.12 | 20.97 | 21.05 | 22.47 | 20.64 | 18.29 | 23.66 | 20.54 | 17.33 | 16.34 |
| Draw Down(%) | NA | 6.22 | 7.75 | 19.29 | 19.29 | NA | NA | … | … | 6.22 | 3.31 | 7.09 | 7.75 | 18.74 | 4.34 | 12.05 | 2.40 | 5.48 | 3.06 | 4.81 | 6.04 | 6.95 | 18.64 | 8.12 | 8.27 | 11.33 | 7.70 | 14.89 | 3.38 | 3.19 | 4.93 | 10.13 | 9.43 | 8.56 | 5.95 | 5.42 | 13.64 | 10.83 | 8.40 | 6.90 | 7.14 | 18.64 | 7.94 | 17.39 | 15.15 | 18.06 | 14.47 | 12.50 |
| Yield(%) | 0.00 | 8.61 | 8.49 | 6.93 | 6.76 | 5.71 | 6.60 | … | … | 3.63 | 8.83 | 8.83 | 8.99 | 7.78 | 8.57 | 8.90 | 9.43 | 8.54 | 8.85 | 9.15 | 9.10 | 9.10 | 7.82 | 8.44 | 8.60 | 8.62 | 9.01 | 9.51 | 4.92 | 5.45 | 5.12 | 5.33 | 5.74 | 6.54 | 6.34 | 8.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/11/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIN (MFS Intermediate Income Trust) |
-8.52%
Oct 1991 – Oct 1994 |
-7.17%
Jun 1989 – Jun 1994 |
-3.73%
May 1988 – May 1998 |
-0.67%
Apr 1988 – Apr 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIN (MFS Intermediate Income Trust) |
14.22%
Aug 2007 – Aug 2010 |
10.66%
Aug 2007 – Aug 2012 |
7.99%
Mar 2000 – Mar 2010 |
6.16%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart