CIF vs EAOR

Comparison between MFS Intermediate High Income Fund (CIF, ETF) and ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF).

5-Year PerformanceEAOR has outperformed CIF, delivering a return of +6.0% compared to -2.7%

CIF vs EAOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CIF(ETF)	EAOR(ETF)
Net Assets	$32M	$32M
Expense Ratio	N/A	0.18%
Max Drawdown	81.79%	24.37%
Sharpe Ratio	0.12	1.41
5Y Beta	0.37	0.57
5Y Dividends CAGR	-5.06%	26.86%

Net Assets

CIF

$32M

Winner

EAOR

$32M

Expense Ratio

CIF

N/A

EAOR

0.18%

Max Drawdown

CIF

81.79%

Winner

EAOR

24.37%

Sharpe Ratio

CIF

0.12

Winner

EAOR

1.41

5Y Beta

Winner

CIF

0.37

EAOR

0.57

5Y Dividends CAGR

CIF

-5.06%

Winner

EAOR

26.86%

CIF vs EAOR - Historical Returns

Returns include dividend reinvestment.

Period	CIF	EAOR
1 month	+0.58%	+0.79%
3 months	-1.33%	+4.46%
6 months	-3.68%	+5.81%
1 year	+3.85%	+17.21%
5 years(CAGR)	-2.66%	+6.02%
10 years(CAGR)	+5.33%	N/A
Max(CAGR)	+5.16%	+8.69%

CIF

+0.58%

Winner

EAOR

+0.79%

CIF

-1.33%

Winner

EAOR

+4.46%

CIF

-3.68%

Winner

EAOR

+5.81%

CIF

+3.85%

Winner

EAOR

+17.21%

5Y(CAGR)

CIF

-2.66%

Winner

EAOR

+6.02%

10Y(CAGR)

CIF

+5.33%

EAOR

N/A

Max(CAGR)

CIF

+5.16%

Winner

EAOR

+8.69%

CIF vs EAOR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CIF	EAOR
2026	-1.40%	+5.24%
2025	+8.33%	+15.80%
2024	+12.73%	+11.50%
2023	+10.84%	+14.73%
2022	-32.26%	-16.69%
2021	+17.82%	+11.02%
2020	-1.49%	+15.00%
2019	+40.61%	N/A
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 EAOR Drawdown Comparison

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

The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.

The current CIF drawdown is -22.44%. The current EAOR drawdown is -2.45%.

Rank	CIF	EAOR
#1	-65.14% May 15, 2007 - Dec 15, 2009	-22.91% Nov 8, 2021 - May 15, 2024
#2	-45.21% Feb 18, 2020 - Apr 12, 2021	-10.28% Feb 19, 2025 - May 16, 2025
#3	-44.91% Jul 1, 2021 - Sep 27, 2022	-6.62% Feb 25, 2026 - Apr 17, 2026
#4	-44.38% Sep 7, 2000 - Feb 8, 2005	-5.23% Sep 2, 2020 - Nov 9, 2020
#5	-24.70% Jan 25, 2018 - Apr 18, 2019	-4.42% Jul 16, 2024 - Aug 19, 2024
#6	-21.59% May 1, 2015 - Jul 12, 2016	-4.20% Dec 6, 2024 - Feb 14, 2025
#7	-16.82% Jun 1, 2011 - Dec 13, 2011	-3.79% Feb 12, 2021 - Apr 5, 2021
#8	-16.62% Apr 26, 2013 - Apr 14, 2015	-3.60% Sep 3, 2021 - Nov 2, 2021
#9	-14.89% Nov 4, 1999 - Sep 7, 2000	-3.33% Oct 28, 2025 - Dec 11, 2025
#10	-12.89% Apr 30, 2010 - Jul 27, 2010	-2.76% May 7, 2021 - Jun 1, 2021
#11	-11.75% Jul 1, 2005 - May 26, 2006	-2.45% Jun 2, 2026 - Jun 5, 2026
#12	-11.10% Dec 31, 2009 - Apr 1, 2010	-2.43% Sep 26, 2024 - Nov 29, 2024
#13	-10.62% Oct 4, 2017 - Dec 27, 2017	-2.38% Jan 21, 2021 - Feb 5, 2021
#14	-10.44% Oct 8, 2012 - Dec 18, 2012	-2.23% Aug 23, 2024 - Sep 13, 2024
#15	-9.90% Feb 16, 2005 - Jul 1, 2005	-1.97% Jun 23, 2020 - Jul 2, 2020

Correlation

Correlation between CIF and EAOR is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2000 - 2026)

CIF vs EAOR dividend yield comparison.

Year	CIF	EAOR
2026	4.48%	0.44%
2025	10.46%	2.45%
2024	10.23%	2.52%
2023	10.02%	2.39%
2022	11.21%	1.99%
2021	8.40%	1.39%
2020	9.01%	1.07%
2019	8.64%	0.00%
2018	11.72%	0.00%
2017	9.16%	0.00%
2016	9.91%	0.00%
2015	10.05%	0.00%
2014	8.27%	0.00%
2013	8.32%	0.00%
2012	8.76%	0.00%
2011	9.77%	0.00%
2010	10.37%	0.00%
2009	9.00%	0.00%
2008	20.62%	0.00%
2007	9.87%	0.00%
2006	8.61%	0.00%
2005	11.13%	0.00%
2004	8.62%	0.00%
2003	8.93%	0.00%
2002	12.19%	0.00%
2001	14.41%	0.00%
2000	5.93%	0.00%