BGH vs MIN

Comparison between Barings Global Short Duration High Yield Fund (BGH, ETF) and MFS Intermediate Income Trust (MIN, ETF).

5-Year PerformanceBGH has outperformed MIN, delivering a return of +6.7% compared to +0.6%

BGH vs MIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGH(ETF)	MIN(ETF)
Net Assets	$300M	$298M
Max Drawdown	63.84%	67.82%
Sharpe Ratio	0.04	-0.28
5Y Beta	0.42	0.15
5Y Dividends CAGR	5.93%	-7.58%

Net Assets

Winner

BGH

$300M

MIN

$298M

Max Drawdown

Winner

BGH

63.84%

MIN

67.82%

Sharpe Ratio

Winner

BGH

0.04

MIN

-0.28

5Y Beta

BGH

0.42

Winner

MIN

0.15

5Y Dividends CAGR

Winner

BGH

5.93%

MIN

-7.58%

BGH vs MIN - Historical Returns

Returns include dividend reinvestment.

Period	BGH	MIN
1 month	-0.40%	+0.78%
3 months	+3.72%	-1.68%
6 months	-2.14%	-2.54%
1 year	+2.90%	-0.29%
5 years(CAGR)	+6.68%	+0.65%
10 years(CAGR)	+7.64%	+2.76%
Max(CAGR)	+6.09%	+4.39%

BGH

-0.40%

Winner

MIN

+0.78%

Winner

BGH

+3.72%

MIN

-1.68%

Winner

BGH

-2.14%

MIN

-2.54%

Winner

BGH

+2.90%

MIN

-0.29%

5Y(CAGR)

Winner

BGH

+6.68%

MIN

+0.65%

10Y(CAGR)

Winner

BGH

+7.64%

MIN

+2.76%

Max(CAGR)

Winner

BGH

+6.09%

MIN

+4.39%

BGH vs MIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BGH	MIN
2026	-3.25%	-2.70%
2025	+7.41%	+6.90%
2024	+26.25%	+6.22%
2023	+17.36%	+5.56%
2022	-19.43%	-14.82%
2021	+25.25%	+3.59%
2020	-5.04%	+9.38%
2019	+19.70%	+13.42%
2018	-8.56%	-3.43%
2017	+10.60%	+3.29%
2016	+29.79%	+6.53%
2015	-8.72%	+2.94%
2014	-1.88%	+0.56%
2013	+5.32%	-12.60%
2012	-4.35%	+10.97%
2011	N/A	+7.20%
2010	N/A	+2.87%
2009	N/A	+15.16%
2008	N/A	+11.73%
2007	N/A	+3.03%
2006	N/A	+3.52%
2005	N/A	+2.31%
2004	N/A	-0.01%
2003	N/A	+2.19%
2002	N/A	+12.14%
2001	N/A	+5.51%
2000	N/A	+12.94%
1999	N/A	-3.96%

BGH vs MIN Drawdown Comparison

The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.

The maximum drawdown for MIN was -19.29%, occurring on Oct 20, 2022. Recovery took 883 trading sessions.

The current BGH drawdown is -10.48%. The current MIN drawdown is -4.35%.

Rank	BGH	MIN
#1	-48.74% Feb 20, 2020 - Apr 13, 2021	-19.29% Aug 17, 2021 - Feb 24, 2025
#2	-26.63% Jan 6, 2022 - Feb 29, 2024	-19.02% Dec 21, 2012 - Mar 29, 2019
#3	-25.45% Jun 18, 2014 - Aug 18, 2016	-14.89% Sep 10, 2008 - Dec 17, 2008
#4	-20.85% Sep 4, 2018 - May 1, 2019	-12.32% Jun 13, 2003 - Nov 20, 2006
#5	-16.88% Sep 17, 2025 - Mar 30, 2026	-12.05% Feb 18, 2020 - May 1, 2020
#6	-15.51% Feb 21, 2025 - Jul 1, 2025	-11.33% Nov 9, 2010 - Dec 22, 2011
#7	-11.53% May 7, 2013 - Jan 6, 2014	-10.08% Mar 25, 2010 - Jun 30, 2010
#8	-9.18% May 3, 2019 - Jan 8, 2020	-8.58% Sep 10, 2002 - Jan 17, 2003
#9	-7.94% Oct 20, 2017 - Aug 7, 2018	-8.12% Oct 26, 2012 - Dec 21, 2012
#10	-6.58% Oct 26, 2016 - Nov 28, 2016	-7.70% Feb 12, 2009 - Apr 17, 2009
#11	-5.75% Nov 8, 2024 - Dec 2, 2024	-6.80% Apr 11, 2000 - Aug 15, 2000
#12	-5.54% Dec 6, 2024 - Feb 18, 2025	-6.19% Jan 14, 2026 - Mar 27, 2026
#13	-5.00% Nov 16, 2021 - Dec 31, 2021	-5.95% Nov 13, 2001 - Feb 12, 2002
#14	-4.51% Jul 13, 2021 - Aug 31, 2021	-5.94% Nov 1, 1999 - Apr 10, 2000
#15	-4.50% Dec 7, 2012 - Jan 18, 2013	-5.44% Sep 17, 2001 - Oct 2, 2001

Correlation

Correlation between BGH and MIN is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

BGH vs MIN dividend yield comparison.

Year	BGH	MIN
2026	4.38%	3.89%
2025	11.38%	8.78%
2024	9.72%	9.12%
2023	10.66%	9.37%
2022	9.99%	10.05%
2021	7.31%	8.97%
2020	9.10%	8.90%
2019	10.14%	9.04%
2018	12.11%	9.70%
2017	9.50%	9.38%
2016	9.61%	9.39%
2015	13.31%	9.71%
2014	14.41%	9.92%
2013	10.05%	9.76%
2012	0.71%	8.27%
2011	0.00%	8.74%
2010	0.00%	9.14%
2009	0.00%	8.52%
2008	0.00%	9.38%
2007	0.00%	4.98%
2006	0.00%	5.55%
2005	0.00%	5.78%
2004	0.00%	5.63%
2003	0.00%	5.84%
2002	0.00%	6.15%
2001	0.00%	7.00%
2000	0.00%	3.18%