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IMF vs MIN

Comparison between INVESCO MANAGED FUTURES STRATEGY ETF (IMF, ETF) and MFS Intermediate Income Trust (MIN, ETF).

IMF vs MIN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IMF
$301M
MIN
$300M
Expense Ratio
IMF
0.65%
MIN
N/A
Max Drawdown
Winner
IMF
15.10%
MIN
67.82%
Sharpe Ratio
Winner
IMF
1.31
MIN
-0.32
5Y Beta
IMF
0.28
Winner
MIN
0.15
5Y Dividends CAGR
IMF
N/A
MIN
-7.58%

IMF vs MIN - Historical Returns

Returns include dividend reinvestment.

1M
IMF
-1.00%
Winner
MIN
-0.04%
3M
Winner
IMF
+4.72%
MIN
-1.31%
6M
Winner
IMF
+16.18%
MIN
-2.57%
1Y
Winner
IMF
+18.47%
MIN
-0.33%
5Y(CAGR)
IMF
N/A
MIN
+0.56%
10Y(CAGR)
IMF
N/A
MIN
+2.76%
Max(CAGR)
IMF
+2.89%
Winner
MIN
+4.38%

IMF vs MIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMFMIN
2026+11.56%-3.10%
2025-7.96%+6.90%
2024N/A+6.22%
2023N/A+5.56%
2022N/A-14.82%
2021N/A+3.59%
2020N/A+9.38%
2019N/A+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%

IMF vs MIN Drawdown Comparison

The maximum drawdown for IMF was -15.10%, occurring on Aug 1, 2025. Recovery took 242 trading sessions.

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

The current IMF drawdown is -2.22%. The current MIN drawdown is -4.74%.

RankIMFMIN
#1-15.10%
Mar 19, 2025 - Mar 6, 2026
-19.29%
Aug 17, 2021 - Feb 24, 2025
#2-2.97%
Mar 12, 2026 - Mar 31, 2026
-19.02%
Dec 21, 2012 - Mar 29, 2019
#3-2.22%
May 19, 2026 - Jun 5, 2026
-14.89%
Sep 10, 2008 - Dec 17, 2008
#4-1.67%
Apr 6, 2026 - Apr 22, 2026
-12.32%
Jun 13, 2003 - Nov 20, 2006
#5-0.84%
Mar 6, 2026 - Mar 10, 2026
-12.05%
Feb 18, 2020 - May 1, 2020
#6-0.75%
May 5, 2026 - May 11, 2026
-11.33%
Nov 9, 2010 - Dec 22, 2011
#7-0.66%
May 13, 2026 - May 19, 2026
-10.08%
Mar 25, 2010 - Jun 30, 2010
#8-0.28%
Apr 23, 2026 - Apr 28, 2026
-8.58%
Sep 10, 2002 - Jan 17, 2003
#9-0.09%
Mar 31, 2026 - Apr 2, 2026
-8.12%
Oct 26, 2012 - Dec 21, 2012
#10-0.06%
May 1, 2026 - May 5, 2026
-7.70%
Feb 12, 2009 - Apr 17, 2009
#11N/A-6.80%
Apr 11, 2000 - Aug 15, 2000
#12N/A-6.19%
Jan 14, 2026 - Mar 27, 2026
#13N/A-5.95%
Nov 13, 2001 - Feb 12, 2002
#14N/A-5.94%
Nov 1, 1999 - Apr 10, 2000
#15N/A-5.44%
Sep 17, 2001 - Oct 2, 2001

Correlation

Correlation between IMF and MIN is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26
-101

Dividend Comparison (2000 - 2026)

IMF vs MIN dividend yield comparison.

YearIMFMIN
20260.00%3.91%
20251.01%8.78%
20240.00%9.12%
20230.00%9.37%
20220.00%10.05%
20210.00%8.97%
20200.00%8.90%
20190.00%9.04%
20180.00%9.70%
20170.00%9.38%
20160.00%9.39%
20150.00%9.71%
20140.00%9.92%
20130.00%9.76%
20120.00%8.27%
20110.00%8.74%
20100.00%9.14%
20090.00%8.52%
20080.00%9.38%
20070.00%4.98%
20060.00%5.55%
20050.00%5.78%
20040.00%5.63%
20030.00%5.84%
20020.00%6.15%
20010.00%7.00%
20000.00%3.18%

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