Performance analysis of CIF (MFS Intermediate High Income Fund)
Annual Return
Over the past 3 years, CIF has had an average annual return of +10.44%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CIF has had an average annual return of -2.54%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CIF has had an average annual return of +5.56%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, CIF has had an average annual return of +5.18%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.49% | +8.96% | +11.42% | +11.82% | -32.26% | +17.82% | +0.28% | +43.24% | -19.88% | +25.72% | +23.66% | -4.42% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -0.50% | +2.07% | +13.74% | +9.88% | +14.59% | +104.08% | -39.79% | -3.60% | +24.12% | -4.83% | +9.05% | +36.87% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -11.83% | -10.91% | -4.46% | -8.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.99% | -0.27% | -3.87% | +1.49% | +0.28% | +0% | -0.49% | ||||||
| 2025 | +2.27% | +0.02% | -0.87% | -0.29% | +2.60% | +2.21% | +2% | +0.27% | +1.70% | -0.58% | +0.86% | -1.48% | +8.96% |
| 2024 | +0.86% | +1.45% | +0.57% | -2.68% | +1.24% | +2.37% | +4.71% | +2.27% | +0.55% | -1.13% | +2.30% | -1.43% | +11.42% |
| 2023 | +9.37% | -1.91% | -5.88% | +0.24% | -2.11% | +1.50% | +5.21% | -1.49% | -4.60% | -2.28% | +8.81% | +5.75% | +11.82% |
| 2022 | -14.61% | -0.91% | +6.45% | -5.09% | -5.38% | -10.92% | +7.14% | -2.79% | -11.59% | +2.62% | +5.98% | -6.12% | -32.26% |
| 2021 | -0.40% | +2.37% | -0.02% | +10.28% | +3.60% | +18.26% | -0.31% | -8.48% | +0.97% | +3.29% | -3.90% | -6.45% | +17.82% |
| 2020 | +5.39% | -17.24% | -11.62% | -1.15% | +6.26% | -0.10% | +5.56% | +3.05% | +2.13% | +0.80% | +6.79% | +3.65% | +0.28% |
| 2019 | +10.27% | +4.69% | +5.79% | +6.31% | -4.83% | +0.80% | +1.59% | +2.76% | -0.00621% | +6.24% | -0.37% | +4.08% | +43.24% |
| 2018 | -0.62% | -2.00% | +0.78% | -2.82% | -3.28% | -2.67% | +1.23% | +4.77% | +1.16% | -10.26% | -1.72% | -5.70% | -19.88% |
| 2017 | +2.43% | +1.63% | +0.89% | +2.37% | +1.97% | +4.16% | +4.75% | +0.11% | +2.17% | -0.95% | -3.71% | +7.73% | +25.72% |
Drawdown analysis of CIF (MFS Intermediate High Income Fund)
The maximum drawdown for the CIF was -65.14%, occurring on Nov 21, 2008. Recovery took 267 trading sessions.
The current CIF drawdown is -21.96%.
Since Nov 1, 1999 CIF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 4 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.14% | May 15, 2007 | 386 | Nov 21, 2008 | 267 | Dec 15, 2009 | 653 |
| -45.21% | Feb 18, 2020 | 24 | Mar 23, 2020 | 265 | Apr 12, 2021 | 289 |
| -44.91% | Jul 1, 2021 | 312 | Sep 27, 2022 | Ongoing | Ongoing | Ongoing |
| -44.38% | Sep 7, 2000 | 468 | Jul 24, 2002 | 641 | Feb 8, 2005 | 1109 |
| -24.71% | Jan 25, 2018 | 229 | Dec 21, 2018 | 80 | Apr 18, 2019 | 309 |
| -21.59% | May 1, 2015 | 197 | Feb 11, 2016 | 104 | Jul 12, 2016 | 301 |
| -16.82% | Jun 1, 2011 | 47 | Aug 8, 2011 | 89 | Dec 13, 2011 | 136 |
| -16.62% | Apr 26, 2013 | 79 | Aug 19, 2013 | 415 | Apr 14, 2015 | 494 |
| -14.90% | Nov 4, 1999 | 29 | Dec 16, 1999 | 183 | Sep 7, 2000 | 212 |
| -12.89% | Apr 30, 2010 | 14 | May 20, 2010 | 46 | Jul 27, 2010 | 60 |
| -11.75% | Jul 1, 2005 | 118 | Dec 19, 2005 | 109 | May 26, 2006 | 227 |
| -11.10% | Dec 31, 2009 | 25 | Feb 8, 2010 | 37 | Apr 1, 2010 | 62 |
| -10.62% | Oct 4, 2017 | 30 | Nov 15, 2017 | 28 | Dec 27, 2017 | 58 |
| -10.44% | Oct 8, 2012 | 26 | Nov 15, 2012 | 22 | Dec 18, 2012 | 48 |
| -9.90% | Feb 16, 2005 | 24 | Mar 23, 2005 | 70 | Jul 1, 2005 | 94 |
| -8.46% | Nov 8, 2010 | 26 | Dec 15, 2010 | 32 | Feb 1, 2011 | 58 |
| -8.05% | Apr 23, 2012 | 19 | May 18, 2012 | 32 | Jul 5, 2012 | 51 |
| -7.28% | Aug 7, 2017 | 4 | Aug 11, 2017 | 37 | Oct 4, 2017 | 41 |
| -7.03% | May 2, 2019 | 37 | Jun 25, 2019 | 48 | Sep 3, 2019 | 85 |
| -6.28% | Feb 22, 2007 | 7 | Mar 5, 2007 | 36 | Apr 25, 2007 | 43 |
| -6.20% | Oct 26, 2016 | 13 | Nov 14, 2016 | 19 | Dec 12, 2016 | 32 |
| -5.24% | Sep 20, 2019 | 11 | Oct 7, 2019 | 11 | Oct 22, 2019 | 22 |
| -4.82% | Jan 28, 2013 | 33 | Mar 15, 2013 | 29 | Apr 26, 2013 | 62 |
| -4.35% | Nov 12, 2019 | 6 | Nov 20, 2019 | 10 | Dec 5, 2019 | 16 |
| -4.22% | Sep 2, 2016 | 6 | Sep 13, 2016 | 30 | Oct 25, 2016 | 36 |