MFS Intermediate Income Trust (MIN)

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MFS Intermediate Income Trust (MIN) is down 2.9% since the beginning of the year. At $2 per share, MIN is trading 10.6% below its 52-week high of $3. Investors who bought $1,000 worth of MIN shares 5 years ago would now be looking at an investment worth $1,028.

MFS Intermediate Income Trust (MIN) has returned -2.92% so far this year and -0.69% over the past 12 months. Over the last ten years, MIN has returned 2.76% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Mar 11, 1988, MIN's average daily return is +0.01%, while the average monthly return is +0.24%. At this rate, an investment would double in approximately 24.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Dec 2008 with a return of +8.4%, while the worst month was May 2013 at -11.3%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, MIN closed higher 38% of trading days. The best single day was Aug 8, 1991 with a return of +8.9%, while the worst single day was Aug 7, 1991 at -9.7%.

MFS Intermediate Income Trust has an annualized alpha of 2.38%, beta of 0.11, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since March 14, 1988.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (10.90%) than losses (5.05%) - typical of diversified or defensive assets.
• Beta of 0.11 may look defensive, but with R2 of 0.02 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.02 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MIN ranks 35 for risk / return — below 35% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for MFS Intermediate Income Trust (MIN) and compare them to S&P 500 Index.

MFS Intermediate Income Trust provided a 9.28% dividend yield over the last twelve months, with an annual payout of $0.23 per share.

The table displays the monthly dividend distributions for MFS Intermediate Income Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MFS Intermediate Income Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Intermediate Income Trust was 31.15%, occurring on Dec 30, 1999. Recovery took 781 trading sessions.

The current MFS Intermediate Income Trust drawdown is 4.75%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of MFS Intermediate Income Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how MFS Intermediate Income Trust is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.