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MIN vs. FLIN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MIN vs. FLIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Intermediate Income Trust (MIN) and Franklin FTSE India ETF (FLIN). The values are adjusted to include any dividend payments, if applicable.

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MIN vs. FLIN - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
MIN
MFS Intermediate Income Trust
-1.66%6.92%8.59%6.33%-15.68%2.79%9.71%13.42%0.64%
FLIN
Franklin FTSE India ETF
-13.92%2.40%10.33%20.58%-7.96%24.96%14.50%4.77%-6.70%

Returns By Period

In the year-to-date period, MIN achieves a -1.66% return, which is significantly higher than FLIN's -13.92% return.


MIN

1D
2.03%
1M
-2.73%
YTD
-1.66%
6M
-2.08%
1Y
1.71%
3Y*
5.75%
5Y*
1.11%
10Y*
2.92%

FLIN

1D
2.72%
1M
-10.87%
YTD
-13.92%
6M
-10.56%
1Y
-9.31%
3Y*
7.23%
5Y*
4.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MIN vs. FLIN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MIN
MIN Risk / Return Rank: 4444
Overall Rank
MIN Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
MIN Sortino Ratio Rank: 3838
Sortino Ratio Rank
MIN Omega Ratio Rank: 3636
Omega Ratio Rank
MIN Calmar Ratio Rank: 4747
Calmar Ratio Rank
MIN Martin Ratio Rank: 4949
Martin Ratio Rank

FLIN
FLIN Risk / Return Rank: 33
Overall Rank
FLIN Sharpe Ratio Rank: 33
Sharpe Ratio Rank
FLIN Sortino Ratio Rank: 33
Sortino Ratio Rank
FLIN Omega Ratio Rank: 33
Omega Ratio Rank
FLIN Calmar Ratio Rank: 55
Calmar Ratio Rank
FLIN Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MIN vs. FLIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate Income Trust (MIN) and Franklin FTSE India ETF (FLIN). 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.


MINFLINDifference

Sharpe ratio

Return per unit of total volatility

0.17

-0.59

+0.76

Sortino ratio

Return per unit of downside risk

0.33

-0.76

+1.08

Omega ratio

Gain probability vs. loss probability

1.04

0.91

+0.13

Calmar ratio

Return relative to maximum drawdown

0.22

-0.48

+0.69

Martin ratio

Return relative to average drawdown

0.74

-1.61

+2.35

MIN vs. FLIN - Sharpe Ratio Comparison

The current MIN Sharpe Ratio is 0.17, which is higher than the FLIN Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of MIN and FLIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MINFLINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.17

-0.59

+0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.29

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.25

-0.07

Correlation

The correlation between MIN and FLIN is 0.10, 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

MIN vs. FLIN - Dividend Comparison

MIN's dividend yield for the trailing twelve months is around 9.08%, more than FLIN's 0.65% yield.


TTM20252024202320222021202020192018201720162015
MIN
MFS Intermediate Income Trust
9.08%8.78%9.11%9.36%10.04%8.97%8.90%9.04%9.70%9.37%9.39%9.71%
FLIN
Franklin FTSE India ETF
0.65%0.56%1.58%0.73%0.73%2.26%0.68%0.90%0.92%0.00%0.00%0.00%

Drawdowns

MIN vs. FLIN - Drawdown Comparison

The maximum MIN drawdown since its inception was -31.15%, smaller than the maximum FLIN drawdown of -41.90%. Use the drawdown chart below to compare losses from any high point for MIN and FLIN.


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Drawdown Indicators


MINFLINDifference

Max Drawdown

Largest peak-to-trough decline

-31.15%

-41.90%

+10.75%

Max Drawdown (1Y)

Largest decline over 1 year

-6.20%

-18.79%

+12.59%

Max Drawdown (5Y)

Largest decline over 5 years

-19.31%

-22.85%

+3.54%

Max Drawdown (10Y)

Largest decline over 10 years

-19.31%

Current Drawdown

Current decline from peak

-3.51%

-20.75%

+17.24%

Average Drawdown

Average peak-to-trough decline

-8.87%

-7.82%

-1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.81%

5.55%

-3.74%

Volatility

MIN vs. FLIN - Volatility Comparison

The current volatility for MFS Intermediate Income Trust (MIN) is 3.93%, while Franklin FTSE India ETF (FLIN) has a volatility of 7.10%. This indicates that MIN experiences smaller price fluctuations and is considered to be less risky than FLIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MINFLINDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.93%

7.10%

-3.17%

Volatility (6M)

Calculated over the trailing 6-month period

6.94%

11.13%

-4.19%

Volatility (1Y)

Calculated over the trailing 1-year period

10.05%

15.78%

-5.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.85%

15.71%

-4.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.29%

20.49%

-10.20%