MMT vs IFN

Comparison between MFS Multimarket Income Trust (MMT, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceMMT has outperformed IFN, delivering a return of +1.5% compared to +1.2%

MMT vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMT(ETF)	IFN(ETF)
Net Assets	$554M	$551M
Max Drawdown	47.46%	84.81%
Sharpe Ratio	-0.03	-1.02
5Y Beta	0.21	0.49
5Y Dividends CAGR	-3.84%	-0.04%

Net Assets

Winner

MMT

$554M

IFN

$551M

Max Drawdown

Winner

MMT

47.46%

IFN

84.81%

Sharpe Ratio

Winner

MMT

-0.03

IFN

-1.02

5Y Beta

Winner

MMT

0.21

IFN

0.49

5Y Dividends CAGR

MMT

-3.84%

Winner

IFN

-0.04%

MMT vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	MMT	IFN
1 month	+2.77%	+3.15%
3 months	+0.76%	+4.61%
6 months	-1.17%	-8.94%
1 year	+2.28%	-12.34%
5 years(CAGR)	+1.52%	+1.22%
10 years(CAGR)	+5.41%	+6.48%
Max(CAGR)	+7.16%	+10.08%

MMT

+2.77%

Winner

IFN

+3.15%

MMT

+0.76%

Winner

IFN

+4.61%

Winner

MMT

-1.17%

IFN

-8.94%

Winner

MMT

+2.28%

IFN

-12.34%

5Y(CAGR)

Winner

MMT

+1.52%

IFN

+1.22%

10Y(CAGR)

MMT

+5.41%

Winner

IFN

+6.48%

Max(CAGR)

MMT

+7.16%

Winner

IFN

+10.08%

MMT vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MMT	IFN
2026	+1.11%	-10.28%
2025	+8.77%	-1.32%
2024	+11.92%	-2.20%
2023	+8.43%	+32.46%
2022	-23.19%	-17.34%
2021	+12.74%	+22.42%
2020	+7.95%	+11.04%
2019	+27.56%	+11.21%
2018	-8.90%	-5.34%
2017	+8.94%	+39.00%
2016	+21.48%	+3.59%
2015	-7.81%	-6.72%
2014	+6.24%	+41.45%
2013	-1.77%	-2.50%
2012	+14.21%	+18.26%
2011	+4.59%	-43.26%
2010	+15.86%	+25.52%
2009	+40.61%	+59.56%
2008	-10.52%	-60.29%
2007	+1.88%	+60.19%
2006	+7.10%	+23.68%
2005	+0.99%	+45.06%
2004	+6.72%	+19.71%
2003	+14.85%	+136.57%
2002	+5.64%	+10.29%
2001	+2.57%	-21.06%
2000	+22.97%	-32.29%
1999	-6.76%	+40.99%

MMT vs IFN Drawdown Comparison

The maximum drawdown for MMT was -35.71%, occurring on Mar 18, 2020. Recovery took 154 trading sessions.

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current MMT drawdown is -2.75%. The current IFN drawdown is -23.12%.

Rank	MMT	IFN
#1	-35.71% Jan 23, 2020 - Sep 1, 2020	-71.83% Jan 14, 2008 - May 16, 2017
#2	-32.27% Dec 17, 2021 - Sep 3, 2025	-65.52% Mar 6, 2000 - Dec 12, 2003
#3	-31.74% May 9, 2008 - Apr 29, 2009	-41.96% May 10, 2006 - Oct 15, 2007
#4	-16.73% May 1, 2013 - Jun 1, 2015	-41.41% Jan 17, 2020 - Dec 1, 2020
#5	-14.72% Jul 17, 2001 - Apr 24, 2002	-32.89% Apr 5, 2004 - Dec 13, 2004
#6	-13.23% Jun 1, 2015 - May 25, 2016	-31.53% Mar 8, 2024 - Mar 30, 2026
#7	-11.47% Mar 17, 2004 - Sep 15, 2004	-24.71% Jan 13, 2022 - Sep 11, 2023
#8	-11.27% Jul 11, 2011 - Dec 5, 2011	-23.21% Jan 23, 2018 - Jan 13, 2020
#9	-10.50% Jan 2, 2018 - Jan 30, 2019	-19.93% Jan 3, 2005 - Jun 29, 2005
#10	-8.72% Jun 6, 2002 - Jan 9, 2003	-18.00% Sep 20, 2005 - Dec 22, 2005
#11	-8.52% May 3, 2010 - Jul 16, 2010	-17.60% Jan 14, 2004 - Apr 5, 2004
#12	-7.69% Sep 8, 2016 - Jan 10, 2017	-17.14% Oct 31, 2007 - Dec 6, 2007
#13	-7.68% Nov 2, 1999 - Feb 3, 2000	-12.67% Oct 15, 2007 - Oct 29, 2007
#14	-7.62% Aug 22, 2000 - Dec 18, 2000	-10.93% Sep 25, 2023 - Nov 17, 2023
#15	-7.62% Sep 27, 2005 - Oct 4, 2006	-10.70% Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between MMT and IFN is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

MMT vs IFN dividend yield comparison.

Year	MMT	IFN
2026	6.35%	10.60%
2025	8.65%	16.09%
2024	8.65%	14.60%
2023	8.65%	8.97%
2022	9.38%	21.47%
2021	7.86%	15.21%
2020	8.07%	9.77%
2019	8.16%	11.57%
2018	9.86%	22.25%
2017	8.82%	12.11%
2016	8.71%	7.97%
2015	9.05%	8.02%
2014	7.76%	7.22%
2013	8.89%	4.76%
2012	6.77%	11.34%
2011	7.91%	6.09%
2010	8.70%	11.02%
2009	7.35%	0.00%
2008	8.86%	38.91%
2007	6.45%	15.44%
2006	6.11%	11.15%
2005	6.45%	11.23%
2004	6.19%	5.13%
2003	6.33%	0.52%
2002	7.06%	0.80%
2001	8.76%	0.74%
2000	9.66%	0.00%
1999	1.82%	0.00%