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MFS Intermediateome Trust (MFS Intermediateome Trust) 3-Year RORE % : -4.77% (As of Oct. 2023)


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What is MFS Intermediateome Trust 3-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. MFS Intermediateome Trust's 3-Year RORE % for the quarter that ended in Oct. 2023 was -4.77%.

The industry rank for MFS Intermediateome Trust's 3-Year RORE % or its related term are showing as below:

MIN's 3-Year RORE % is ranked worse than
52.77% of 1533 companies
in the Asset Management industry
Industry Median: -1 vs MIN: -4.77

MFS Intermediateome Trust 3-Year RORE % Historical Data

The historical data trend for MFS Intermediateome Trust's 3-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

MFS Intermediateome Trust 3-Year RORE % Chart

MFS Intermediateome Trust Annual Data
Trend Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23
3-Year RORE %
Get a 7-Day Free Trial - - 84.60 59.81 -4.77

MFS Intermediateome Trust Semi-Annual Data
Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 84.60 67.18 59.81 12.30 -4.77

Competitive Comparison of MFS Intermediateome Trust's 3-Year RORE %

For the Asset Management subindustry, MFS Intermediateome Trust's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


MFS Intermediateome Trust's 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, MFS Intermediateome Trust's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where MFS Intermediateome Trust's 3-Year RORE % falls into.



MFS Intermediateome Trust 3-Year RORE % Calculation

MFS Intermediateome Trust's 3-Year RORE % for the quarter that ended in Oct. 2023 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.08-0.026 )/( -0.274-0.857 )
=0.054/-1.131
=-4.77 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Oct. 2023 and 3-year before.


MFS Intermediateome Trust  (NYSE:MIN) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


MFS Intermediateome Trust 3-Year RORE % Related Terms

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MFS Intermediateome Trust (MFS Intermediateome Trust) Business Description

Traded in Other Exchanges
N/A
Address
111 Huntington Avenue, Boston, MA, USA, 02199
MFS Intermediate Income Trust is a diversified closed-end management investment company. The fund's investment objective is to seek high current income but may also consider capital appreciation. It invests the assets in debt instruments. Its portfolio of investments comprises of different sector investments such as the automotive, chemicals, energy, food and beverages, insurance, and other sectors.
Executives
Linda Dougherty other: OFFICER OF ADVISOR 111 HUNTINGTON AVENUE, BOSTON MA 02199
Jake Stone other: PORTFOLIO MANAGER 111 HUNTINGTON AVENUE, BOSTON MA 02199
Rosa Licea-mailloux other: CHIEF COMPLIANCE OFFICER 111 HUNTINGTON AVENUE, BOSTON MA 02199
Manjit Singh director 111 HUNTINGTON AVENUE, BOSTON MA 02072
Jacques Jr Goulet other: ADVISOR TO OFFICER 111 HUNTINGTON AVENUE, BOSTON MA 02199
Melissa Kennedy other: OFFICER OF ADVISOR 111 HUNTINGTON AVENUE, BOSTON MA 02199
James W. Kilman director 111 HUNTINGTON AVENUE, BOSTON MA 02199
Edward M. Maloney officer: Officer of Advisor 111 HUNTINGTON AVENUE, BOSTON MA 02199
Peter Darrell Jones director 111 HUNTINGTON AVENUE, BOSTON MA 02199
Michael Skatrud other: Portfolio Manager MFS INVESTMENT MANAGEMENT, 111 HUNTINGTON AVENUE, BOSTON MA 01760
Carol W. Geremia officer: PRESIDENT 111 HUNTINGTON AVENUE, BOSTON MA 02199
Kevin D Strain other: Officer of Advisor MFS INVESTMENT MANAGEMENT, 111 HUNTINGTON AVENUE, BOSTON MA 02199
Clarence Jr Otis director 1095 AVENUE OF THE AMERICAS, NEW YORK NY 10036
John A Caroselli director ONE METROTECH CENTER, BROOKLYN NY 11201
Heidi Hardin officer: Secretary MFS INVESTMENT MANAGEMENT, 111 HUNTINGTON AVENUE, BOSTON MA 02199