MIN vs. CLOZ
Compare and contrast key facts about MFS Intermediate Income Trust (MIN) and Panagram Bbb-B Clo ETF (CLOZ).
CLOZ is an actively managed fund by Panagram. It was launched on Jan 23, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIN or CLOZ.
Correlation
The correlation between MIN and CLOZ is 0.02, 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.
Performance
MIN vs. CLOZ - Performance Comparison
Key characteristics
MIN:
0.08
CLOZ:
6.88
MIN:
0.18
CLOZ:
9.64
MIN:
1.02
CLOZ:
3.70
MIN:
0.05
CLOZ:
8.52
MIN:
0.27
CLOZ:
54.47
MIN:
2.87%
CLOZ:
0.22%
MIN:
9.78%
CLOZ:
1.72%
MIN:
-40.63%
CLOZ:
-2.70%
MIN:
-9.87%
CLOZ:
0.00%
Returns By Period
In the year-to-date period, MIN achieves a 0.75% return, which is significantly lower than CLOZ's 1.44% return.
MIN
0.75%
1.52%
0.16%
2.25%
-0.74%
1.52%
CLOZ
1.44%
0.88%
5.91%
11.72%
N/A
N/A
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Risk-Adjusted Performance
MIN vs. CLOZ — Risk-Adjusted Performance Rank
MIN
CLOZ
MIN vs. CLOZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate Income Trust (MIN) and Panagram Bbb-B Clo ETF (CLOZ). 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.
Dividends
MIN vs. CLOZ - Dividend Comparison
MIN's dividend yield for the trailing twelve months is around 4.45%, less than CLOZ's 8.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIN MFS Intermediate Income Trust | 4.45% | 5.45% | 7.50% | 8.82% | 6.18% | 6.48% | 6.52% | 9.70% | 9.37% | 9.39% | 9.71% | 9.92% |
CLOZ Panagram Bbb-B Clo ETF | 8.78% | 9.09% | 8.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MIN vs. CLOZ - Drawdown Comparison
The maximum MIN drawdown since its inception was -40.63%, which is greater than CLOZ's maximum drawdown of -2.70%. Use the drawdown chart below to compare losses from any high point for MIN and CLOZ. For additional features, visit the drawdowns tool.
Volatility
MIN vs. CLOZ - Volatility Comparison
MFS Intermediate Income Trust (MIN) has a higher volatility of 2.62% compared to Panagram Bbb-B Clo ETF (CLOZ) at 0.22%. This indicates that MIN's price experiences larger fluctuations and is considered to be riskier than CLOZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.