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BJUN vs MIN

Comparison between Innovator U.S. Equity Buffer ETF - June (BJUN, ETF) and MFS Intermediate Income Trust (MIN, ETF).

5-Year PerformanceBJUN has outperformed MIN, delivering a return of +8.2% compared to +0.6%

BJUN vs MIN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BJUN
$298M
MIN
$297M
Expense Ratio
BJUN
0.79%
MIN
N/A
Max Drawdown
Winner
BJUN
22.71%
MIN
67.82%
Sharpe Ratio
Winner
BJUN
0.93
MIN
-0.21
5Y Beta
BJUN
0.61
Winner
MIN
0.14
5Y Dividends CAGR
BJUN
N/A
MIN
-7.54%

BJUN vs MIN - Historical Returns

Returns include dividend reinvestment.

1M
BJUN
+0.49%
Winner
MIN
+1.23%
3M
Winner
BJUN
+1.28%
MIN
+0.73%
6M
Winner
BJUN
+3.81%
MIN
-2.09%
1Y
Winner
BJUN
+10.39%
MIN
+1.12%
5Y(CAGR)
Winner
BJUN
+8.24%
MIN
+0.59%
10Y(CAGR)
BJUN
N/A
MIN
+2.70%
Max(CAGR)
Winner
BJUN
+9.59%
MIN
+4.42%

BJUN vs MIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBJUNMIN
2026+4.16%-1.56%
2025+12.79%+6.90%
2024+16.72%+6.22%
2023+17.09%+5.56%
2022-11.73%-14.82%
2021+11.48%+3.59%
2020+9.72%+9.38%
2019+11.52%+13.42%
2018N/A-3.43%
2017N/A+3.29%
2016N/A+6.53%
2015N/A+2.94%
2014N/A+0.56%
2013N/A-12.60%
2012N/A+10.97%
2011N/A+7.20%
2010N/A+2.87%
2009N/A+15.16%
2008N/A+11.73%
2007N/A+3.03%
2006N/A+3.52%
2005N/A+2.31%
2004N/A-0.01%
2003N/A+2.19%
2002N/A+12.14%
2001N/A+5.51%
2000N/A+12.94%
1999N/A-3.96%

BJUN vs MIN Drawdown Comparison

The maximum drawdown for BJUN was -22.71%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

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

The current BJUN drawdown is -0.59%. The current MIN drawdown is -3.22%.

RankBJUNMIN
#1-22.71%
Feb 19, 2020 - Jul 20, 2020
-19.29%
Aug 17, 2021 - Feb 24, 2025
#2-16.69%
Mar 29, 2022 - Dec 1, 2023
-19.02%
Dec 21, 2012 - Mar 29, 2019
#3-12.69%
Feb 19, 2025 - Jun 6, 2025
-14.89%
Sep 10, 2008 - Dec 17, 2008
#4-6.65%
Jan 4, 2022 - Mar 29, 2022
-12.32%
Jun 13, 2003 - Nov 20, 2006
#5-5.38%
Jul 16, 2024 - Aug 19, 2024
-12.05%
Feb 18, 2020 - May 1, 2020
#6-4.36%
Feb 25, 2026 - Apr 9, 2026
-11.33%
Nov 9, 2010 - Dec 22, 2011
#7-4.05%
Jul 26, 2019 - Oct 15, 2019
-10.08%
Mar 25, 2010 - Jun 30, 2010
#8-4.01%
Oct 12, 2020 - Nov 6, 2020
-8.58%
Sep 10, 2002 - Jan 17, 2003
#9-3.68%
Sep 2, 2020 - Oct 12, 2020
-8.12%
Oct 26, 2012 - Dec 21, 2012
#10-2.95%
Jun 2, 2026 - Jun 10, 2026
-7.70%
Feb 12, 2009 - Apr 17, 2009
#11-2.77%
Aug 30, 2024 - Sep 19, 2024
-6.80%
Apr 11, 2000 - Aug 15, 2000
#12-2.65%
Sep 1, 2021 - Oct 19, 2021
-6.19%
Jan 14, 2026 - Mar 27, 2026
#13-2.16%
Nov 16, 2021 - Dec 10, 2021
-5.95%
Nov 13, 2001 - Feb 12, 2002
#14-2.11%
Oct 28, 2025 - Nov 26, 2025
-5.94%
Nov 1, 1999 - Apr 10, 2000
#15-1.92%
Dec 11, 2024 - Jan 21, 2025
-5.44%
Sep 17, 2001 - Oct 2, 2001

Correlation

Correlation between BJUN and MIN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

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