APITX vs. MFWIX
Compare and contrast key facts about Yorktown Growth Fund (APITX) and MFS Global Total Return Fund Class I (MFWIX).
APITX is managed by Yorktown Funds. It was launched on Jun 13, 1985. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
APITX vs. MFWIX - Performance Comparison
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APITX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APITX Yorktown Growth Fund | -4.73% | 10.90% | 7.34% | 19.37% | -26.74% | 16.38% | 28.59% | 30.52% | -14.66% | 26.20% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, APITX achieves a -4.73% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, APITX has outperformed MFWIX with an annualized return of 8.14%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
APITX
- 1D
- -1.92%
- 1M
- -9.84%
- YTD
- -4.73%
- 6M
- -5.41%
- 1Y
- 15.18%
- 3Y*
- 8.11%
- 5Y*
- 1.88%
- 10Y*
- 8.14%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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APITX vs. MFWIX - Expense Ratio Comparison
APITX has a 2.04% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
APITX vs. MFWIX — Risk / Return Rank
APITX
MFWIX
APITX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yorktown Growth Fund (APITX) and MFS Global Total Return Fund Class I (MFWIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| APITX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.29 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.77 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.59 | -0.63 |
Martin ratioReturn relative to average drawdown | 3.56 | 6.26 | -2.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APITX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.29 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.52 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.65 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.71 | -0.37 |
Correlation
The correlation between APITX and MFWIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
APITX vs. MFWIX - Dividend Comparison
APITX has not paid dividends to shareholders, while MFWIX's dividend yield for the trailing twelve months is around 8.81%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APITX Yorktown Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 18.81% | 13.95% | 9.40% | 25.45% | 7.74% | 1.09% | 3.16% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
APITX vs. MFWIX - Drawdown Comparison
The maximum APITX drawdown since its inception was -63.33%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for APITX and MFWIX.
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Drawdown Indicators
| APITX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.33% | -33.01% | -30.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.88% | -6.85% | -6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -35.69% | -20.22% | -15.47% |
Max Drawdown (10Y)Largest decline over 10 years | -35.69% | -23.36% | -12.33% |
Current DrawdownCurrent decline from peak | -11.76% | -6.50% | -5.26% |
Average DrawdownAverage peak-to-trough decline | -14.49% | -3.83% | -10.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 1.74% | +1.73% |
Volatility
APITX vs. MFWIX - Volatility Comparison
Yorktown Growth Fund (APITX) has a higher volatility of 8.07% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that APITX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APITX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 3.04% | +5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 15.34% | 5.25% | +10.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.33% | 8.85% | +14.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 9.09% | +11.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 9.60% | +9.20% |