MIN vs ACLC

Comparison between MFS Intermediate Income Trust (MIN, ETF) and AMERICAN CENTURY LARGE CAP EQUITY ETF (ACLC, ETF).

5-Year PerformanceACLC has outperformed MIN, delivering a return of +10.3% compared to +0.6%

MIN vs ACLC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	ACLC(ETF)
Net Assets	$300M	$300M
Expense Ratio	N/A	0.39%
Max Drawdown	67.82%	27.06%
Sharpe Ratio	-0.32	1.15
5Y Beta	0.15	0.97
P/E Ratio	N/A	28.50
Forward P/E	N/A	22.50
PEG Ratio	N/A	0.68
5Y Dividends CAGR	-7.58%	24.24%
5Y EPS CAGR	N/A	27.50%
P/S Ratio	N/A	3.49
P/B Ratio	N/A	6.44

Net Assets

Winner

MIN

$300M

ACLC

$300M

Expense Ratio

MIN

N/A

ACLC

0.39%

Max Drawdown

MIN

67.82%

Winner

ACLC

27.06%

Sharpe Ratio

MIN

-0.32

Winner

ACLC

1.15

5Y Beta

Winner

MIN

0.15

ACLC

0.97

P/E Ratio

MIN

N/A

ACLC

28.50

Forward P/E

MIN

N/A

ACLC

22.50

PEG Ratio

MIN

N/A

ACLC

0.68

5Y Dividends CAGR

MIN

-7.58%

Winner

ACLC

24.24%

5Y EPS CAGR

MIN

N/A

ACLC

27.50%

P/S Ratio

MIN

N/A

ACLC

3.49

P/B Ratio

MIN

N/A

ACLC

6.44

MIN vs ACLC - Historical Returns

Returns include dividend reinvestment.

Period	MIN	ACLC
1 month	-0.04%	+0.96%
3 months	-1.31%	+6.32%
6 months	-2.57%	+4.52%
1 year	-0.33%	+19.25%
5 years(CAGR)	+0.56%	+10.30%
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+4.38%	+13.91%

MIN

-0.04%

Winner

ACLC

+0.96%

MIN

-1.31%

Winner

ACLC

+6.32%

MIN

-2.57%

Winner

ACLC

+4.52%

MIN

-0.33%

Winner

ACLC

+19.25%

5Y(CAGR)

MIN

+0.56%

Winner

ACLC

+10.30%

10Y(CAGR)

MIN

+2.76%

ACLC

N/A

Max(CAGR)

MIN

+4.38%

Winner

ACLC

+13.91%

MIN vs ACLC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	ACLC
2026	-3.10%	+5.30%
2025	+6.90%	+12.01%
2024	+6.22%	+20.66%
2023	+5.56%	+25.20%
2022	-14.82%	-19.61%
2021	+3.59%	+30.85%
2020	+9.38%	+17.32%
2019	+13.42%	N/A
2018	-3.43%	N/A
2017	+3.29%	N/A
2016	+6.53%	N/A
2015	+2.94%	N/A
2014	+0.56%	N/A
2013	-12.60%	N/A
2012	+10.97%	N/A
2011	+7.20%	N/A
2010	+2.87%	N/A
2009	+15.16%	N/A
2008	+11.73%	N/A
2007	+3.03%	N/A
2006	+3.52%	N/A
2005	+2.31%	N/A
2004	-0.01%	N/A
2003	+2.19%	N/A
2002	+12.14%	N/A
2001	+5.51%	N/A
2000	+12.94%	N/A
1999	-3.96%	N/A

MIN vs ACLC Drawdown Comparison

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

The maximum drawdown for ACLC was -26.44%, occurring on Sep 30, 2022. Recovery took 500 trading sessions.

The current MIN drawdown is -4.74%. The current ACLC drawdown is -3.59%.

Rank	MIN	ACLC
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-26.44% Dec 29, 2021 - Dec 26, 2023
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-20.49% Jan 23, 2025 - Jul 3, 2025
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-10.28% Jan 9, 2026 - Apr 17, 2026
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-9.67% Sep 2, 2020 - Nov 16, 2020
#5	-12.05% Feb 18, 2020 - May 1, 2020	-9.17% Jul 16, 2024 - Sep 19, 2024
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-5.84% Mar 28, 2024 - May 15, 2024
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-5.35% Oct 28, 2025 - Dec 10, 2025
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-5.35% Sep 3, 2021 - Oct 19, 2021
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-5.02% Feb 12, 2021 - Mar 15, 2021
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-4.55% Dec 4, 2024 - Jan 23, 2025
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-4.46% Nov 16, 2021 - Dec 27, 2021
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-4.39% May 7, 2021 - Jun 10, 2021
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-3.70% Jan 21, 2021 - Feb 4, 2021
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-3.61% Oct 14, 2024 - Nov 7, 2024
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-3.59% Jun 2, 2026 - Jun 5, 2026

Correlation

Correlation between MIN and ACLC is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2000 - 2026)

MIN vs ACLC dividend yield comparison.

Year	MIN	ACLC
2026	3.91%	0.12%
2025	8.78%	0.64%
2024	9.12%	0.89%
2023	9.37%	1.09%
2022	10.05%	1.10%
2021	8.97%	0.72%
2020	8.90%	0.43%
2019	9.04%	0.00%
2018	9.70%	0.00%
2017	9.38%	0.00%
2016	9.39%	0.00%
2015	9.71%	0.00%
2014	9.92%	0.00%
2013	9.76%	0.00%
2012	8.27%	0.00%
2011	8.74%	0.00%
2010	9.14%	0.00%
2009	8.52%	0.00%
2008	9.38%	0.00%
2007	4.98%	0.00%
2006	5.55%	0.00%
2005	5.78%	0.00%
2004	5.63%	0.00%
2003	5.84%	0.00%
2002	6.15%	0.00%
2001	7.00%	0.00%
2000	3.18%	0.00%