CIF vs. CWFIX
Compare and contrast key facts about MFS Intermediate High Income Fund (CIF) and Chartwell Short Duration High Yield Fund (CWFIX).
CIF is a passively managed fund by MFS that tracks the performance of the Barclays U.S. High-Yield Corporate 2% Issuer Capped Index. It was launched on Jul 21, 1988. CWFIX is managed by Carillon Family of Funds. It was launched on Jul 15, 2014.
Performance
CIF vs. CWFIX - Performance Comparison
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CIF vs. CWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | -2.21% | 8.97% | 11.42% | 11.85% | -32.24% | 17.80% | 0.27% | 43.26% | -19.93% | 25.66% |
CWFIX Chartwell Short Duration High Yield Fund | -0.40% | 6.99% | 5.78% | 7.80% | -3.17% | 2.40% | 4.38% | 7.33% | 0.36% | 3.06% |
Returns By Period
In the year-to-date period, CIF achieves a -2.21% return, which is significantly lower than CWFIX's -0.40% return. Over the past 10 years, CIF has outperformed CWFIX with an annualized return of 6.17%, while CWFIX has yielded a comparatively lower 4.00% annualized return.
CIF
- 1D
- 2.85%
- 1M
- -3.86%
- YTD
- -2.21%
- 6M
- -3.39%
- 1Y
- 5.09%
- 3Y*
- 9.56%
- 5Y*
- 0.78%
- 10Y*
- 6.17%
CWFIX
- 1D
- 0.11%
- 1M
- -1.03%
- YTD
- -0.40%
- 6M
- 1.21%
- 1Y
- 5.08%
- 3Y*
- 6.16%
- 5Y*
- 3.68%
- 10Y*
- 4.00%
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CIF vs. CWFIX - Expense Ratio Comparison
CIF has a 1.50% expense ratio, which is higher than CWFIX's 0.49% expense ratio.
Return for Risk
CIF vs. CWFIX — Risk / Return Rank
CIF
CWFIX
CIF vs. CWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate High Income Fund (CIF) and Chartwell Short Duration High Yield Fund (CWFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CIF | CWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 2.99 | -2.60 |
Sortino ratioReturn per unit of downside risk | 0.60 | 4.25 | -3.65 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.80 | -0.71 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 3.72 | -3.21 |
Martin ratioReturn relative to average drawdown | 1.92 | 17.45 | -15.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIF | CWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 2.99 | -2.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 1.35 | -1.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 1.30 | -0.98 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 1.08 | -0.92 |
Correlation
The correlation between CIF and CWFIX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CIF vs. CWFIX - Dividend Comparison
CIF's dividend yield for the trailing twelve months is around 10.96%, more than CWFIX's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | 10.96% | 10.46% | 10.23% | 10.02% | 11.22% | 8.40% | 9.01% | 8.63% | 11.71% | 9.16% | 9.91% | 10.05% |
CWFIX Chartwell Short Duration High Yield Fund | 5.22% | 5.17% | 5.09% | 4.41% | 3.17% | 2.79% | 3.38% | 3.60% | 3.24% | 2.82% | 3.79% | 3.32% |
Drawdowns
CIF vs. CWFIX - Drawdown Comparison
The maximum CIF drawdown since its inception was -69.23%, which is greater than CWFIX's maximum drawdown of -12.41%. Use the drawdown chart below to compare losses from any high point for CIF and CWFIX.
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Drawdown Indicators
| CIF | CWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.23% | -12.41% | -56.82% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -1.37% | -8.31% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -6.36% | -38.56% |
Max Drawdown (10Y)Largest decline over 10 years | -45.24% | -12.41% | -32.83% |
Current DrawdownCurrent decline from peak | -23.30% | -1.03% | -22.27% |
Average DrawdownAverage peak-to-trough decline | -17.80% | -0.87% | -16.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 0.29% | +2.36% |
Volatility
CIF vs. CWFIX - Volatility Comparison
MFS Intermediate High Income Fund (CIF) has a higher volatility of 5.35% compared to Chartwell Short Duration High Yield Fund (CWFIX) at 0.70%. This indicates that CIF's price experiences larger fluctuations and is considered to be riskier than CWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIF | CWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 0.70% | +4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 1.03% | +6.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 1.71% | +11.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 2.75% | +14.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 3.09% | +16.34% |