MIN vs BJUN

Comparison between MFS Intermediate Income Trust (MIN, ETF) and Innovator U.S. Equity Buffer ETF - June (BJUN, ETF).

5-Year PerformanceBJUN has outperformed MIN, delivering a return of +8.2% compared to +0.6%

MIN vs BJUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	BJUN(ETF)
Net Assets	$297M	$298M
Expense Ratio	N/A	0.79%
Max Drawdown	67.82%	22.71%
Sharpe Ratio	-0.21	0.93
5Y Beta	0.14	0.61
5Y Dividends CAGR	-7.54%	N/A

Net Assets

MIN

$297M

Winner

BJUN

$298M

Expense Ratio

MIN

N/A

BJUN

0.79%

Max Drawdown

MIN

67.82%

Winner

BJUN

22.71%

Sharpe Ratio

MIN

-0.21

Winner

BJUN

0.93

5Y Beta

Winner

MIN

0.14

BJUN

0.61

5Y Dividends CAGR

MIN

-7.54%

BJUN

N/A

MIN vs BJUN - Historical Returns

Returns include dividend reinvestment.

Period	MIN	BJUN
1 month	+1.23%	+0.49%
3 months	+0.73%	+1.28%
6 months	-2.09%	+3.81%
1 year	+1.12%	+10.39%
5 years(CAGR)	+0.59%	+8.24%
10 years(CAGR)	+2.70%	N/A
Max(CAGR)	+4.42%	+9.59%

Winner

MIN

+1.23%

BJUN

+0.49%

MIN

+0.73%

Winner

BJUN

+1.28%

MIN

-2.09%

Winner

BJUN

+3.81%

MIN

+1.12%

Winner

BJUN

+10.39%

5Y(CAGR)

MIN

+0.59%

Winner

BJUN

+8.24%

10Y(CAGR)

MIN

+2.70%

BJUN

N/A

Max(CAGR)

MIN

+4.42%

Winner

BJUN

+9.59%

MIN vs BJUN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	BJUN
2026	-1.56%	+4.16%
2025	+6.90%	+12.79%
2024	+6.22%	+16.72%
2023	+5.56%	+17.09%
2022	-14.82%	-11.73%
2021	+3.59%	+11.48%
2020	+9.38%	+9.72%
2019	+13.42%	+11.52%
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 BJUN Drawdown Comparison

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

The maximum drawdown for BJUN was -22.71%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current MIN drawdown is -3.22%. The current BJUN drawdown is -0.59%.

Rank	MIN	BJUN
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-22.71% Feb 19, 2020 - Jul 20, 2020
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-16.69% Mar 29, 2022 - Dec 1, 2023
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-12.69% Feb 19, 2025 - Jun 6, 2025
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-6.65% Jan 4, 2022 - Mar 29, 2022
#5	-12.05% Feb 18, 2020 - May 1, 2020	-5.38% Jul 16, 2024 - Aug 19, 2024
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-4.36% Feb 25, 2026 - Apr 9, 2026
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-4.05% Jul 26, 2019 - Oct 15, 2019
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-4.01% Oct 12, 2020 - Nov 6, 2020
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-3.68% Sep 2, 2020 - Oct 12, 2020
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-2.95% Jun 2, 2026 - Jun 10, 2026
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-2.77% Aug 30, 2024 - Sep 19, 2024
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-2.65% Sep 1, 2021 - Oct 19, 2021
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-2.16% Nov 16, 2021 - Dec 10, 2021
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-2.11% Oct 28, 2025 - Nov 26, 2025
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-1.92% Dec 11, 2024 - Jan 21, 2025