BRKIX vs. MINIX
Compare and contrast key facts about MFS Blended Research Emerging Markets Equity Fund (BRKIX) and MFS International Intrinsic Value Fund Class I (MINIX).
BRKIX is managed by MFS. It was launched on Sep 14, 2015. MINIX is managed by MFS.
Performance
BRKIX vs. MINIX - Performance Comparison
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BRKIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRKIX MFS Blended Research Emerging Markets Equity Fund | 3.06% | 33.78% | 14.06% | 9.82% | -19.03% | 3.69% | 9.99% | 18.96% | -16.43% | 37.46% |
MINIX MFS International Intrinsic Value Fund Class I | -0.23% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Returns By Period
In the year-to-date period, BRKIX achieves a 3.06% return, which is significantly higher than MINIX's -0.23% return. Over the past 10 years, BRKIX has underperformed MINIX with an annualized return of 8.96%, while MINIX has yielded a comparatively higher 9.91% annualized return.
BRKIX
- 1D
- 1.53%
- 1M
- -10.05%
- YTD
- 3.06%
- 6M
- 7.34%
- 1Y
- 33.14%
- 3Y*
- 17.65%
- 5Y*
- 6.19%
- 10Y*
- 8.96%
MINIX
- 1D
- 3.14%
- 1M
- -7.31%
- YTD
- -0.23%
- 6M
- 3.41%
- 1Y
- 22.15%
- 3Y*
- 15.54%
- 5Y*
- 7.48%
- 10Y*
- 9.91%
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BRKIX vs. MINIX - Expense Ratio Comparison
BRKIX has a 0.99% expense ratio, which is higher than MINIX's 0.72% expense ratio.
Return for Risk
BRKIX vs. MINIX — Risk / Return Rank
BRKIX
MINIX
BRKIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Emerging Markets Equity Fund (BRKIX) and MFS International Intrinsic Value Fund Class I (MINIX). 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.
| BRKIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.41 | +0.66 |
Sortino ratioReturn per unit of downside risk | 2.61 | 1.89 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.28 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.50 | 1.71 | +0.78 |
Martin ratioReturn relative to average drawdown | 9.74 | 6.74 | +3.00 |
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
| BRKIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.41 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.46 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.64 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.55 | +0.01 |
Correlation
The correlation between BRKIX and MINIX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BRKIX vs. MINIX - Dividend Comparison
BRKIX's dividend yield for the trailing twelve months is around 2.40%, less than MINIX's 7.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRKIX MFS Blended Research Emerging Markets Equity Fund | 2.40% | 2.48% | 2.51% | 2.75% | 3.07% | 3.80% | 1.60% | 1.83% | 5.35% | 3.19% | 0.71% | 0.00% |
MINIX MFS International Intrinsic Value Fund Class I | 7.79% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
BRKIX vs. MINIX - Drawdown Comparison
The maximum BRKIX drawdown since its inception was -39.28%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for BRKIX and MINIX.
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Drawdown Indicators
| BRKIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.28% | -51.72% | +12.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -12.42% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -34.65% | -36.78% | +2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -39.28% | -36.78% | -2.50% |
Current DrawdownCurrent decline from peak | -12.10% | -9.13% | -2.97% |
Average DrawdownAverage peak-to-trough decline | -11.18% | -8.64% | -2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 3.15% | +0.29% |
Volatility
BRKIX vs. MINIX - Volatility Comparison
MFS Blended Research Emerging Markets Equity Fund (BRKIX) has a higher volatility of 7.33% compared to MFS International Intrinsic Value Fund Class I (MINIX) at 6.84%. This indicates that BRKIX's price experiences larger fluctuations and is considered to be riskier than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.33% | 6.84% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 11.97% | 10.57% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.80% | 16.01% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.50% | 16.51% | -1.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 15.55% | +1.31% |