CIF vs UMDD

Comparison between MFS Intermediate High Income Fund (CIF, ETF) and PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF).

5-Year PerformanceUMDD has outperformed CIF, delivering a return of +1.3% compared to -2.7%

CIF vs UMDD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CIF(ETF)	UMDD(ETF)
Net Assets	$32M	$32M
Max Drawdown	81.79%	86.39%
Sharpe Ratio	0.12	1.14
5Y Beta	0.37	2.95
5Y Dividends CAGR	-5.06%	76.71%

Net Assets

CIF

$32M

UMDD

$32M

Max Drawdown

Winner

CIF

81.79%

UMDD

86.39%

Sharpe Ratio

CIF

0.12

Winner

UMDD

1.14

5Y Beta

Winner

CIF

0.37

UMDD

2.95

5Y Dividends CAGR

CIF

-5.06%

Winner

UMDD

76.71%

CIF vs UMDD - Historical Returns

Returns include dividend reinvestment.

Period	CIF	UMDD
1 month	+0.58%	+1.61%
3 months	-1.33%	+13.68%
6 months	-3.68%	+28.68%
1 year	+3.85%	+60.24%
5 years(CAGR)	-2.66%	+1.33%
10 years(CAGR)	+5.33%	+11.15%
Max(CAGR)	+5.16%	+18.88%

CIF

+0.58%

Winner

UMDD

+1.61%

CIF

-1.33%

Winner

UMDD

+13.68%

CIF

-3.68%

Winner

UMDD

+28.68%

CIF

+3.85%

Winner

UMDD

+60.24%

5Y(CAGR)

CIF

-2.66%

Winner

UMDD

+1.33%

10Y(CAGR)

CIF

+5.33%

Winner

UMDD

+11.15%

Max(CAGR)

CIF

+5.16%

Winner

UMDD

+18.88%

CIF vs UMDD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CIF	UMDD
2026	-1.40%	+26.46%
2025	+8.33%	-2.11%
2024	+12.73%	+20.82%
2023	+10.84%	+28.47%
2022	-32.26%	-49.98%
2021	+17.82%	+81.33%
2020	-1.49%	-17.44%
2019	+40.61%	+80.06%
2018	-20.42%	-40.78%
2017	+25.24%	+46.68%
2016	+25.28%	+65.85%
2015	-4.06%	-12.64%
2014	-1.18%	+27.19%
2013	+0.11%	+104.60%
2012	+15.31%	+45.14%
2011	+9.14%	-30.67%
2010	+16.96%	+89.42%
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 UMDD Drawdown Comparison

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

The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.

The current CIF drawdown is -22.44%. The current UMDD drawdown is -10.25%.

Rank	CIF	UMDD
#1	-65.14% May 15, 2007 - Dec 15, 2009	-86.25% Aug 29, 2018 - Feb 24, 2021
#2	-45.21% Feb 18, 2020 - Apr 12, 2021	-65.66% Apr 29, 2011 - Feb 8, 2013
#3	-44.91% Jul 1, 2021 - Sep 27, 2022	-64.60% Nov 16, 2021 - Oct 27, 2023
#4	-44.38% Sep 7, 2000 - Feb 8, 2005	-50.75% Jun 23, 2015 - Nov 15, 2016
#5	-24.70% Jan 25, 2018 - Apr 18, 2019	-47.01% Apr 23, 2010 - Dec 2, 2010
#6	-21.59% May 1, 2015 - Jul 12, 2016	-29.86% Jul 1, 2014 - Nov 24, 2014
#7	-16.82% Jun 1, 2011 - Dec 13, 2011	-27.23% Jan 23, 2018 - Aug 21, 2018
#8	-16.62% Apr 26, 2013 - Apr 14, 2015	-21.18% May 7, 2021 - Oct 22, 2021
#9	-14.89% Nov 4, 1999 - Sep 7, 2000	-20.60% May 21, 2013 - Jul 11, 2013
#10	-12.89% Apr 30, 2010 - Jul 27, 2010	-20.20% Jan 22, 2014 - Feb 26, 2014
#11	-11.75% Jul 1, 2005 - May 26, 2006	-17.82% Mar 15, 2021 - Apr 15, 2021
#12	-11.10% Dec 31, 2009 - Apr 1, 2010	-17.67% Aug 1, 2013 - Oct 1, 2013
#13	-10.62% Oct 4, 2017 - Dec 27, 2017	-16.07% Jul 25, 2017 - Sep 29, 2017
#14	-10.44% Oct 8, 2012 - Dec 18, 2012	-15.55% Apr 2, 2014 - Jun 5, 2014
#15	-9.90% Feb 16, 2005 - Jul 1, 2005	-14.94% Feb 18, 2011 - Mar 30, 2011

Correlation

Correlation between CIF and UMDD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

CIF vs UMDD dividend yield comparison.

Year	CIF	UMDD
2026	4.48%	0.12%
2025	10.46%	1.00%
2024	10.23%	0.76%
2023	10.02%	0.19%
2022	11.21%	0.49%
2021	8.40%	0.06%
2020	9.01%	0.08%
2019	8.64%	0.64%
2018	11.72%	0.32%
2017	9.16%	0.00%
2016	9.91%	0.03%
2015	10.05%	0.06%
2014	8.27%	0.08%
2013	8.32%	0.00%
2012	8.76%	0.00%
2011	9.77%	0.00%
2010	10.37%	0.05%
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%