MFS Intermediate Income Trust (MIN) Sharpe Ratio: -0.18

MIN's Sharpe Ratio of -0.18 indicates that for each unit of volatility, it generates -0.18 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Aug 5, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

MIN Sharpe Ratio Rank

Below Average

MIN ranks above 34.3% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Returns may not adequately compensate for volatility taken
Consider smaller allocation given below-average risk-adjusted profile
Explore higher-ranked investments with better consistency
Assess whether the volatility profile aligns with your portfolio goals

MIN Sharpe Ratio Market Positioning

The chart shows MIN's Sharpe Ratio relative to all stocks on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): -0.39 or lower
Yellow zone (middle 50%): -0.39 to 1.05
Green zone (top 25%): 1.05 or higher
Top 1%: 4.42+
Median: 0.18 — half of all investments score higher

How it compares to other similar stocks

The table compares MFS Intermediate Income Trust's Sharpe Ratio with other stocks in the Asset Management industry across multiple time periods, showing how MIN's risk-adjusted performance compares to industry peers.

Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Aug 5, 2026.

Symbol	Name	1Y Sharpe Ratio
MAAS	Highest Performances Holdings Inc	4.28
HQL	Tekla Life Sciences Investors	3.12
AAMI	Acadian Asset Management Inc	3.04
STT	State Street Corporation	2.99
RMT	Royce Micro-Cap Trust, Inc.	2.93
HQH	Tekla Healthcare Investors	2.91
FUND	Sprott Focus Trust, Inc.	2.61
GAM	General American Investors Company, Inc.	2.58
AMG	Affiliated Managers Group, Inc.	2.45
BME	BlackRock Health Sciences Trust	2.35
MIN	MFS Intermediate Income Trust	-0.18

Benchmark

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Time Period

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Historical Sharpe Ratio

The chart shows MIN's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MIN consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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