CIF vs. FQTIX
Compare and contrast key facts about MFS Intermediate High Income Fund (CIF) and Franklin Templeton SMACS: Series I (FQTIX).
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. FQTIX is managed by Franklin Templeton. It was launched on Jun 3, 2019.
Performance
CIF vs. FQTIX - Performance Comparison
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CIF vs. FQTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CIF MFS Intermediate High Income Fund | -2.21% | 8.97% | 11.42% | 11.85% | -32.24% | 17.80% | 0.27% | 16.84% |
FQTIX Franklin Templeton SMACS: Series I | 0.52% | 7.51% | 8.03% | 13.44% | -14.39% | 8.51% | 3.68% | 4.11% |
Returns By Period
In the year-to-date period, CIF achieves a -2.21% return, which is significantly lower than FQTIX's 0.52% 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%
FQTIX
- 1D
- 0.25%
- 1M
- -1.83%
- YTD
- 0.52%
- 6M
- 2.66%
- 1Y
- 9.72%
- 3Y*
- 7.86%
- 5Y*
- 3.61%
- 10Y*
- —
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CIF vs. FQTIX - Expense Ratio Comparison
CIF has a 1.50% expense ratio, which is higher than FQTIX's 0.00% expense ratio.
Return for Risk
CIF vs. FQTIX — Risk / Return Rank
CIF
FQTIX
CIF vs. FQTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate High Income Fund (CIF) and Franklin Templeton SMACS: Series I (FQTIX). 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 | FQTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 2.55 | -2.17 |
Sortino ratioReturn per unit of downside risk | 0.60 | 3.46 | -2.86 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.61 | -0.52 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 3.85 | -3.34 |
Martin ratioReturn relative to average drawdown | 1.92 | 17.15 | -15.23 |
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 | FQTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 2.55 | -2.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.61 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.55 | -0.39 |
Correlation
The correlation between CIF and FQTIX is 0.38, 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. FQTIX - Dividend Comparison
CIF's dividend yield for the trailing twelve months is around 10.96%, more than FQTIX's 7.03% 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% |
FQTIX Franklin Templeton SMACS: Series I | 7.03% | 5.70% | 7.86% | 7.64% | 8.10% | 7.15% | 6.89% | 5.63% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CIF vs. FQTIX - Drawdown Comparison
The maximum CIF drawdown since its inception was -69.23%, which is greater than FQTIX's maximum drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for CIF and FQTIX.
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Drawdown Indicators
| CIF | FQTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.23% | -24.62% | -44.61% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -2.41% | -7.27% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -18.81% | -26.11% |
Max Drawdown (10Y)Largest decline over 10 years | -45.24% | — | — |
Current DrawdownCurrent decline from peak | -23.30% | -1.95% | -21.35% |
Average DrawdownAverage peak-to-trough decline | -17.80% | -4.42% | -13.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 0.54% | +2.11% |
Volatility
CIF vs. FQTIX - Volatility Comparison
MFS Intermediate High Income Fund (CIF) has a higher volatility of 5.35% compared to Franklin Templeton SMACS: Series I (FQTIX) at 1.57%. This indicates that CIF's price experiences larger fluctuations and is considered to be riskier than FQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIF | FQTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 1.57% | +3.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 2.38% | +5.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 3.85% | +9.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 5.92% | +10.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 7.80% | +11.63% |