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CIF vs BNKU

Comparison between MFS Intermediate High Income Fund (CIF, ETF) and Bank of Montreal (BNKU, ETF).

5-Year PerformanceCIF has outperformed BNKU, delivering a return of -2.7% compared to -10.4%

CIF vs BNKU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CIF
$32M
Winner
BNKU
$32M
Max Drawdown
Winner
CIF
81.79%
BNKU
91.10%
Sharpe Ratio
CIF
0.12
Winner
BNKU
1.46
5Y Beta
Winner
CIF
0.37
BNKU
1.43
P/E Ratio
CIF
N/A
BNKU
13.99
Forward P/E
CIF
N/A
BNKU
13.26
PEG Ratio
CIF
N/A
BNKU
0.60
5Y Dividends CAGR
CIF
-5.06%
BNKU
N/A
5Y EPS CAGR
CIF
N/A
BNKU
11.94%
Debt to Equity
CIF
N/A
BNKU
92.79%
P/S Ratio
CIF
N/A
BNKU
3.72
P/B Ratio
CIF
N/A
BNKU
1.72

CIF vs BNKU - Historical Returns

Returns include dividend reinvestment.

1M
CIF
+0.58%
Winner
BNKU
+10.59%
3M
CIF
-1.33%
Winner
BNKU
+31.00%
6M
CIF
-3.68%
Winner
BNKU
+15.87%
1Y
CIF
+3.85%
Winner
BNKU
+103.15%
5Y(CAGR)
Winner
CIF
-2.66%
BNKU
-10.43%
10Y(CAGR)
CIF
+5.33%
BNKU
N/A
Max(CAGR)
Winner
CIF
+5.16%
BNKU
-4.80%

CIF vs BNKU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCIFBNKU
2026-1.40%+0.46%
2025+8.33%+46.04%
2024+12.73%+44.52%
2023+10.84%-7.85%
2022-32.26%-57.27%
2021+17.82%+120.87%
2020-1.49%-68.69%
2019+40.61%+55.40%
2018-20.42%N/A
2017+25.24%N/A
2016+25.28%N/A
2015-4.06%N/A
2014-1.18%N/A
2013+0.11%N/A
2012+15.31%N/A
2011+9.14%N/A
2010+16.96%N/A
2009+83.46%N/A
2008-40.75%N/A
2007-3.87%N/A
2006+21.77%N/A
2005-4.82%N/A
2004+7.57%N/A
2003+35.49%N/A
2002-11.82%N/A
2001-15.43%N/A
2000-5.59%N/A
1999-8.79%N/A

CIF vs BNKU Drawdown Comparison

The maximum drawdown for CIF was -65.14%, occurring on Nov 21, 2008. Recovery took 653 trading sessions.

The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current CIF drawdown is -22.44%. The current BNKU drawdown is -56.10%.

RankCIFBNKU
#1-65.14%
May 15, 2007 - Dec 15, 2009
-91.10%
Jan 2, 2020 - Mar 23, 2020
#2-45.21%
Feb 18, 2020 - Apr 12, 2021
-35.57%
Jul 26, 2019 - Oct 25, 2019
#3-44.91%
Jul 1, 2021 - Sep 27, 2022
-28.32%
May 3, 2019 - Jul 24, 2019
#4-44.38%
Sep 7, 2000 - Feb 8, 2005
-8.07%
Nov 27, 2019 - Dec 6, 2019
#5-24.70%
Jan 25, 2018 - Apr 18, 2019
-4.47%
Oct 29, 2019 - Nov 1, 2019
#6-21.59%
May 1, 2015 - Jul 12, 2016
-4.22%
Nov 8, 2019 - Nov 21, 2019
#7-16.82%
Jun 1, 2011 - Dec 13, 2011
-3.87%
Apr 4, 2019 - Apr 12, 2019
#8-16.62%
Apr 26, 2013 - Apr 14, 2015
-3.36%
Apr 12, 2019 - Apr 16, 2019
#9-14.89%
Nov 4, 1999 - Sep 7, 2000
-3.09%
Apr 29, 2019 - May 3, 2019
#10-12.89%
Apr 30, 2010 - Jul 27, 2010
-2.90%
Apr 17, 2019 - Apr 29, 2019
#11-11.75%
Jul 1, 2005 - May 26, 2006
-2.75%
Jul 24, 2019 - Jul 26, 2019
#12-11.10%
Dec 31, 2009 - Apr 1, 2010
-2.72%
Dec 17, 2019 - Dec 26, 2019
#13-10.62%
Oct 4, 2017 - Dec 27, 2017
-2.71%
Dec 12, 2019 - Dec 17, 2019
#14-10.44%
Oct 8, 2012 - Dec 18, 2012
-2.21%
Dec 26, 2019 - Jan 2, 2020
#15-9.90%
Feb 16, 2005 - Jul 1, 2005
-1.74%
Dec 6, 2019 - Dec 12, 2019

Correlation

Correlation between CIF and BNKU is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52
-101

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