Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMINX (MFS Intermediate Income Trust) | 0.18% | 3.71% | 4.56% | 1.08% | -0.42% | -0.97% | -1.00% | … | … |
Data as of 06/03/2026, Common starting date is 07/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMINX (MFS Intermediate Income Trust) | 07/21/1999 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.71 | 4.56 | 1.08 | -0.42 | -0.97 | -1.00 | … | … | 0.18 | 6.57 | 3.29 | 5.63 | -8.34 | -2.66 | 7.52 | 1.44 | -5.80 | -5.23 | -5.66 | -7.17 | 3.15 | -0.19 | -1.43 | -4.85 | -2.80 | 1.19 | -4.82 | 1.73 | -1.56 | -3.30 | -1.75 | -2.50 | 3.83 | 0.83 | 2.38 | -3.39 |
| Sharpe Ratio | NA | 0.33 | 0.36 | -0.34 | -0.53 | NA | NA | … | … | -0.59 | 1.11 | -0.08 | 0.39 | -1.94 | -1.00 | 1.87 | -0.01 | -2.38 | -1.88 | -1.80 | -2.21 | 1.93 | -0.10 | -0.47 | -1.47 | -0.82 | 0.27 | -1.17 | -0.51 | -2.08 | -2.28 | -0.58 | -0.87 | 0.71 | -0.36 | -0.46 | -2.93 |
| Standard Deviation(%) | NA | 3.21 | 3.88 | 4.22 | 3.82 | NA | NA | … | … | 3.51 | 3.32 | 4.08 | 5.17 | 5.05 | 2.69 | 3.88 | 3.55 | 3.03 | 3.14 | 3.27 | 3.26 | 1.62 | 2.22 | 3.20 | 3.31 | 3.54 | 4.07 | 4.94 | 2.79 | 2.41 | 2.44 | 4.70 | 3.71 | 3.76 | 4.55 | 3.98 | 3.70 |
| Draw Down(%) | NA | 1.97 | 2.62 | 13.48 | 20.80 | NA | NA | … | … | 1.97 | 1.43 | 2.10 | 3.54 | 11.42 | 2.66 | 6.19 | 2.30 | 6.48 | 5.85 | 6.63 | 8.16 | 0.60 | 3.38 | 2.83 | 5.60 | 4.65 | 3.26 | 8.65 | 2.58 | 2.97 | 4.12 | 4.79 | 5.17 | 2.44 | 4.10 | 4.03 | 3.39 |
| Yield(%) | 0.00 | 8.36 | 8.06 | 6.66 | 3.93 | 3.02 | 2.14 | … | … | 3.51 | 8.48 | 8.32 | 8.32 | 7.77 | 6.82 | 7.99 | 2.68 | 2.44 | 0.77 | 0.00 | 0.71 | 8.36 | 8.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMINX (MFS Intermediate Income Trust) |
-6.83%
Apr 2015 – Apr 2018 |
-4.55%
Jan 2015 – Jan 2020 |
-3.17%
Feb 2008 – Feb 2018 |
-2.70%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMINX (MFS Intermediate Income Trust) |
5.77%
Oct 2022 – Oct 2025 |
1.40%
Mar 2020 – Mar 2025 |
-0.26%
Jan 2000 – Jan 2010 |
-0.56%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart