CIF vs. MITTX
Compare and contrast key facts about MFS Intermediate High Income Fund (CIF) and MFS Massachusetts Investors Trust (MITTX).
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. MITTX is managed by MFS. It was launched on Jul 15, 1924.
Performance
CIF vs. MITTX - Performance Comparison
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CIF vs. MITTX - 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% |
MITTX MFS Massachusetts Investors Trust | -6.58% | 13.67% | 19.69% | 19.26% | -16.27% | 26.73% | 18.72% | 31.92% | -5.56% | 23.55% |
Returns By Period
In the year-to-date period, CIF achieves a -2.21% return, which is significantly higher than MITTX's -6.58% return. Over the past 10 years, CIF has underperformed MITTX with an annualized return of 6.17%, while MITTX has yielded a comparatively higher 12.28% 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%
MITTX
- 1D
- -0.15%
- 1M
- -8.19%
- YTD
- -6.58%
- 6M
- -4.84%
- 1Y
- 8.95%
- 3Y*
- 13.55%
- 5Y*
- 8.64%
- 10Y*
- 12.28%
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CIF vs. MITTX - Expense Ratio Comparison
CIF has a 1.50% expense ratio, which is higher than MITTX's 0.70% expense ratio.
Return for Risk
CIF vs. MITTX — Risk / Return Rank
CIF
MITTX
CIF vs. MITTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate High Income Fund (CIF) and MFS Massachusetts Investors Trust (MITTX). 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 | MITTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.59 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.94 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.14 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.70 | -0.19 |
Martin ratioReturn relative to average drawdown | 1.92 | 2.89 | -0.97 |
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 | MITTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.59 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.56 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.72 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.42 | -0.26 |
Correlation
The correlation between CIF and MITTX is 0.20, 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. MITTX - Dividend Comparison
CIF's dividend yield for the trailing twelve months is around 10.96%, less than MITTX's 15.33% 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% |
MITTX MFS Massachusetts Investors Trust | 15.33% | 14.33% | 14.47% | 10.96% | 9.35% | 8.66% | 8.14% | 7.58% | 13.49% | 7.27% | 5.55% | 6.02% |
Drawdowns
CIF vs. MITTX - Drawdown Comparison
The maximum CIF drawdown since its inception was -69.23%, which is greater than MITTX's maximum drawdown of -49.54%. Use the drawdown chart below to compare losses from any high point for CIF and MITTX.
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Drawdown Indicators
| CIF | MITTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.23% | -49.54% | -19.69% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -10.76% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -23.27% | -21.65% |
Max Drawdown (10Y)Largest decline over 10 years | -45.24% | -33.45% | -11.79% |
Current DrawdownCurrent decline from peak | -23.30% | -9.76% | -13.54% |
Average DrawdownAverage peak-to-trough decline | -17.80% | -10.57% | -7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.60% | +0.05% |
Volatility
CIF vs. MITTX - Volatility Comparison
MFS Intermediate High Income Fund (CIF) has a higher volatility of 5.35% compared to MFS Massachusetts Investors Trust (MITTX) at 4.02%. This indicates that CIF's price experiences larger fluctuations and is considered to be riskier than MITTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIF | MITTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.02% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 8.50% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.40% | 16.17% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 15.65% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 17.19% | +2.24% |