MIN vs IBMS

Comparison between MFS Intermediate Income Trust (MIN, ETF) and ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF (IBMS, ETF).

MIN vs IBMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	IBMS(ETF)
Net Assets	$298M	$297M
Expense Ratio	N/A	0.18%
Max Drawdown	67.82%	3.77%
Sharpe Ratio	-0.28	0.09
5Y Beta	0.15	0.01
5Y Dividends CAGR	-7.58%	N/A

Net Assets

Winner

MIN

$298M

IBMS

$297M

Expense Ratio

MIN

N/A

IBMS

0.18%

Max Drawdown

MIN

67.82%

Winner

IBMS

3.77%

Sharpe Ratio

MIN

-0.28

Winner

IBMS

0.09

5Y Beta

MIN

0.15

Winner

IBMS

0.01

5Y Dividends CAGR

MIN

-7.58%

IBMS

N/A

MIN vs IBMS - Historical Returns

Returns include dividend reinvestment.

Period	MIN	IBMS
1 month	+0.78%	+0.30%
3 months	-1.68%	-0.04%
6 months	-2.54%	+0.69%
1 year	-0.29%	+3.82%
5 years(CAGR)	+0.65%	N/A
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+4.39%	+4.21%

Winner

MIN

+0.78%

IBMS

+0.30%

MIN

-1.68%

Winner

IBMS

-0.04%

MIN

-2.54%

Winner

IBMS

+0.69%

MIN

-0.29%

Winner

IBMS

+3.82%

5Y(CAGR)

MIN

+0.65%

IBMS

N/A

10Y(CAGR)

MIN

+2.76%

IBMS

N/A

Max(CAGR)

Winner

MIN

+4.39%

IBMS

+4.21%

MIN vs IBMS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	IBMS
2026	-2.70%	+0.31%
2025	+6.90%	+4.84%
2024	+6.22%	+3.03%
2023	+5.56%	N/A
2022	-14.82%	N/A
2021	+3.59%	N/A
2020	+9.38%	N/A
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 IBMS Drawdown Comparison

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

The maximum drawdown for IBMS was -3.01%, occurring on Apr 11, 2025. Recovery took 78 trading sessions.

The current MIN drawdown is -4.35%. The current IBMS drawdown is -1.27%.

Rank	MIN	IBMS
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-3.01% Feb 28, 2025 - Jun 23, 2025
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-2.29% Oct 1, 2024 - Feb 25, 2025
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-2.25% Feb 26, 2026 - Mar 24, 2026
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-0.89% Sep 17, 2025 - Jan 5, 2026
#5	-12.05% Feb 18, 2020 - May 1, 2020	-0.88% Jun 14, 2024 - Jul 11, 2024
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-0.70% Aug 5, 2024 - Aug 23, 2024
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-0.48% May 24, 2024 - Jun 4, 2024
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-0.42% Jun 6, 2024 - Jun 12, 2024
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-0.42% Aug 26, 2024 - Sep 5, 2024
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-0.30% Jul 16, 2024 - Jul 31, 2024
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-0.28% Aug 22, 2025 - Sep 5, 2025
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-0.24% Jul 12, 2024 - Jul 16, 2024
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-0.23% Jul 9, 2025 - Jul 29, 2025
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-0.23% Sep 16, 2024 - Sep 27, 2024
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-0.15% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between MIN and IBMS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

MIN vs IBMS dividend yield comparison.

Year	MIN	IBMS
2026	3.89%	1.03%
2025	8.78%	2.49%
2024	9.12%	1.38%
2023	9.37%	0.00%
2022	10.05%	0.00%
2021	8.97%	0.00%
2020	8.90%	0.00%
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%