Performance analysis of MIN (MFS Intermediate Income Trust)
Annual Return
Over the past 3 years, MIN has had an average annual return of +3.77%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MIN has had an average annual return of +0.56%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MIN has had an average annual return of +2.76%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MIN has had an average annual return of +4.38%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.91% | +6.90% | +8.60% | +6.33% | -15.66% | +2.78% | +9.67% | +13.41% | -2.96% | +2.36% | +6.53% | +5.09% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +1.14% | -12.12% | +10.97% | +9.07% | +2.57% | +17% | +13.02% | +4.04% | +4.18% | +1.68% | +0.42% | +1.76% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +12.47% | +8.51% | +12.94% | -3.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.12% | -0.02% | -2.72% | +0.76% | -1.23% | -0.81% | -2.91% | ||||||
| 2025 | +2.26% | +0.73% | +0.35% | +0.75% | +0.35% | +1.66% | -0.00937% | +0.73% | +0.35% | -1.90% | +2.66% | -1.16% | +6.90% |
| 2024 | +6.01% | -2.11% | -2.17% | -1.48% | +1.54% | +2.30% | +3.02% | +2.04% | -0.54% | +1.12% | +0.37% | -1.48% | +8.60% |
| 2023 | +7.33% | -3.03% | -1.36% | +1.50% | +0.42% | -0.70% | +2.61% | -0.69% | -1.81% | -3.00% | +3.11% | +2.26% | +6.33% |
| 2022 | -4.86% | -3.98% | -1.71% | -4.02% | +1.45% | -0.87% | +1.11% | -1.27% | -3.01% | -1.36% | +5.89% | -3.77% | -15.66% |
| 2021 | -0.06% | +0.47% | -0.59% | +0.74% | +0.19% | +1.81% | -0.09% | -0.10% | -0.92% | +1.01% | -0.12% | +0.44% | +2.78% |
| 2020 | +1.81% | -2.94% | -1.92% | +4.67% | +1.55% | -1.14% | +5.11% | -0.05% | -1.89% | +0.75% | +2.10% | +1.55% | +9.67% |
| 2019 | +3.79% | -0.31% | +2.39% | -0.56% | +1.03% | +3.43% | -0.03% | +0.23% | +1.03% | -0.55% | +0.76% | +1.55% | +13.41% |
| 2018 | -3.36% | -0.49% | +0.77% | +0.26% | +0.26% | -0% | -0.54% | +0.77% | -0.55% | -1.09% | -0.58% | +1.61% | -2.96% |
| 2017 | +0.09% | -0.15% | -0.61% | +2.05% | -0.74% | +1.22% | +0.29% | +0.52% | +0.52% | -0.18% | -1.85% | +1.25% | +2.36% |
Drawdown analysis of MIN (MFS Intermediate Income Trust)
The maximum drawdown for the MIN was -19.29%, occurring on Oct 20, 2022. Recovery took 586 trading sessions.
The current MIN drawdown is -4.74%.
Since Nov 1, 1999 MIN has experienced the following drawdowns:
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.29% | Aug 17, 2021 | 297 | Oct 20, 2022 | 586 | Feb 24, 2025 | 883 |
| -19.02% | Dec 21, 2012 | 181 | Sep 12, 2013 | 1395 | Mar 29, 2019 | 1576 |
| -14.89% | Sep 10, 2008 | 22 | Oct 10, 2008 | 47 | Dec 17, 2008 | 69 |
| -12.32% | Jun 13, 2003 | 231 | May 13, 2004 | 636 | Nov 20, 2006 | 867 |
| -12.06% | Feb 18, 2020 | 21 | Mar 18, 2020 | 31 | May 1, 2020 | 52 |
| -11.33% | Nov 9, 2010 | 23 | Dec 13, 2010 | 260 | Dec 22, 2011 | 283 |
| -10.08% | Mar 25, 2010 | 29 | May 6, 2010 | 38 | Jun 30, 2010 | 67 |
| -8.58% | Sep 10, 2002 | 29 | Oct 21, 2002 | 61 | Jan 17, 2003 | 90 |
| -8.12% | Oct 26, 2012 | 12 | Nov 15, 2012 | 25 | Dec 21, 2012 | 37 |
| -7.70% | Feb 12, 2009 | 6 | Feb 23, 2009 | 38 | Apr 17, 2009 | 44 |
| -6.81% | Apr 11, 2000 | 24 | May 16, 2000 | 63 | Aug 15, 2000 | 87 |
| -6.19% | Jan 14, 2026 | 50 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -5.95% | Nov 13, 2001 | 23 | Dec 17, 2001 | 38 | Feb 12, 2002 | 61 |
| -5.94% | Nov 1, 1999 | 41 | Dec 30, 1999 | 70 | Apr 10, 2000 | 111 |
| -5.44% | Sep 17, 2001 | 3 | Sep 20, 2001 | 8 | Oct 2, 2001 | 11 |
| -4.81% | Mar 22, 2012 | 9 | Apr 4, 2012 | 65 | Jul 9, 2012 | 74 |
| -4.60% | Jul 22, 2002 | 2 | Jul 24, 2002 | 33 | Sep 10, 2002 | 35 |
| -4.35% | Jan 19, 2021 | 43 | Mar 22, 2021 | 53 | Jun 7, 2021 | 96 |
| -4.29% | Aug 24, 2010 | 21 | Sep 23, 2010 | 28 | Nov 2, 2010 | 49 |
| -4.22% | Mar 6, 2003 | 32 | Apr 22, 2003 | 18 | May 16, 2003 | 50 |
| -4.07% | Mar 5, 2002 | 28 | Apr 15, 2002 | 13 | May 2, 2002 | 41 |
| -3.94% | Jun 9, 2020 | 15 | Jun 30, 2020 | 11 | Jul 16, 2020 | 26 |
| -3.89% | Jul 23, 2012 | 14 | Aug 10, 2012 | 26 | Sep 18, 2012 | 40 |
| -3.66% | Dec 10, 2009 | 8 | Dec 22, 2009 | 22 | Jan 26, 2010 | 30 |
| -3.63% | Mar 14, 2001 | 48 | May 22, 2001 | 27 | Jun 29, 2001 | 75 |