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MIN vs SPXS

Comparison between MFS Intermediate Income Trust (MIN, ETF) and DIREXION DAILY S&P 500(R) BEAR 3X SHARES (SPXS, ETF).

5-Year PerformanceMIN has outperformed SPXS, delivering a return of +0.6% compared to -33.1%

MIN vs SPXS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MIN
$297M
Winner
SPXS
$298M
Max Drawdown
Winner
MIN
67.82%
SPXS
100.00%
Sharpe Ratio
Winner
MIN
-0.21
SPXS
-1.24
5Y Beta
MIN
0.14
Winner
SPXS
0.00
5Y Dividends CAGR
MIN
-7.54%
SPXS
N/A

MIN vs SPXS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MIN
+1.23%
SPXS
-0.94%
3M
Winner
MIN
+0.73%
SPXS
-16.33%
6M
Winner
MIN
-2.09%
SPXS
-23.22%
1Y
Winner
MIN
+1.12%
SPXS
-39.13%
5Y(CAGR)
Winner
MIN
+0.59%
SPXS
-33.14%
10Y(CAGR)
Winner
MIN
+2.70%
SPXS
-41.19%
Max(CAGR)
Winner
MIN
+4.42%
SPXS
-45.19%

MIN vs SPXS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMINSPXS
2026-1.56%-23.78%
2025+6.90%-41.98%
2024+6.22%-43.78%
2023+5.56%-46.63%
2022-14.82%+38.60%
2021+3.59%-59.75%
2020+9.38%-69.64%
2019+13.42%-56.42%
2018-3.43%+5.66%
2017+3.29%-43.20%
2016+6.53%-38.78%
2015+2.94%-18.14%
2014+0.56%-39.64%
2013-12.60%-57.52%
2012+10.97%-39.97%
2011+7.20%-30.76%
2010+2.87%-46.06%
2009+15.16%-67.89%
2008+11.73%-43.19%
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 SPXS Drawdown Comparison

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

The maximum drawdown for SPXS was -100.00%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

The current MIN drawdown is -3.22%. The current SPXS drawdown is -100.00%.

RankMINSPXS
#1-19.29%
Aug 17, 2021 - Feb 24, 2025
-100.00%
Nov 20, 2008 - Jun 2, 2026
#2-19.02%
Dec 21, 2012 - Mar 29, 2019
N/A
#3-14.89%
Sep 10, 2008 - Dec 17, 2008
N/A
#4-12.32%
Jun 13, 2003 - Nov 20, 2006
N/A
#5-12.05%
Feb 18, 2020 - May 1, 2020
N/A
#6-11.33%
Nov 9, 2010 - Dec 22, 2011
N/A
#7-10.08%
Mar 25, 2010 - Jun 30, 2010
N/A
#8-8.58%
Sep 10, 2002 - Jan 17, 2003
N/A
#9-8.12%
Oct 26, 2012 - Dec 21, 2012
N/A
#10-7.70%
Feb 12, 2009 - Apr 17, 2009
N/A
#11-6.80%
Apr 11, 2000 - Aug 15, 2000
N/A
#12-6.19%
Jan 14, 2026 - Mar 27, 2026
N/A
#13-5.95%
Nov 13, 2001 - Feb 12, 2002
N/A
#14-5.94%
Nov 1, 1999 - Apr 10, 2000
N/A
#15-5.44%
Sep 17, 2001 - Oct 2, 2001
N/A

Correlation

Correlation between MIN and SPXS is -0.58 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.58
-101

Dividend Comparison (2000 - 2026)

MIN vs SPXS dividend yield comparison.

YearMINSPXS
20264.63%2.34%
20258.78%4.93%
20249.12%6.18%
20239.37%5.66%
202210.05%0.00%
20218.97%0.00%
20208.90%0.51%
20199.04%1.74%
20189.70%0.58%
20179.38%0.00%
20169.39%0.00%
20159.71%0.00%
20149.92%0.00%
20139.76%0.00%
20128.27%0.00%
20118.74%0.00%
20109.14%0.00%
20098.52%0.00%
20089.38%0.00%
20074.98%0.00%
20065.55%0.00%
20055.78%0.00%
20045.63%0.00%
20035.84%0.00%
20026.15%0.00%
20017.00%0.00%
20003.18%0.00%

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