COAGX vs. MNWIX

Last updated Apr 3, 2026

Compare and contrast key facts about Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and MFS Managed Wealth Fund (MNWIX).

COAGX is managed by Caldwell & Orkin. It was launched on Aug 23, 1992. MNWIX is managed by BlackRock. It was launched on Jun 26, 2014.

Performance

COAGX vs. MNWIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and MFS Managed Wealth Fund (MNWIX). The values are adjusted to include any dividend payments, if applicable.

COAGX vs. MNWIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	3.61%	17.44%	35.58%	31.98%	-7.18%	27.17%	11.06%	24.20%	-15.53%	0.93%
MNWIX MFS Managed Wealth Fund	-3.15%	7.71%	6.42%	5.41%	-2.15%	1.35%	3.11%	8.70%	2.10%	6.70%

Returns By Period

COAGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MNWIX

• 1D: 1.42%
• 1M: -2.93%
• YTD: -3.15%
• 6M: -2.57%
• 1Y: 2.10%
• 3Y*: 5.16%
• 5Y*: 3.31%
• 10Y*: 3.48%

*Multi-year figures are annualized to reflect compound growth (CAGR)

COAGX vs. MNWIX - Expense Ratio Comparison

COAGX has a 2.00% expense ratio, which is higher than MNWIX's 0.67% expense ratio.

COAGX

Caldwell & Orkin - Gator Capital Long/Short Fund

MNWIX

MFS Managed Wealth Fund

Return for Risk

COAGX vs. MNWIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MNWIX

MNWIX Risk / Return Rank: 10
MNWIX Sharpe Ratio Rank: 11
MNWIX Sortino Ratio Rank: 9
MNWIX Omega Ratio Rank: 8
MNWIX Calmar Ratio Rank: 10
MNWIX Martin Ratio Rank: 12

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

COAGX vs. MNWIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and MFS Managed Wealth Fund (MNWIX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	COAGX	MNWIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.38	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.87	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.93	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.79	—

Correlation

The correlation between COAGX and MNWIX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

COAGX vs. MNWIX - Dividend Comparison

COAGX has not paid dividends to shareholders, while MNWIX's dividend yield for the trailing twelve months is around 0.78%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	0.00%	0.00%	0.81%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	5.81%
MNWIX MFS Managed Wealth Fund	0.78%	0.76%	1.13%	0.78%	0.70%	0.13%	0.24%	0.54%	0.42%	0.94%	2.65%	1.19%

Drawdowns

Drawdown Indicators

	COAGX	MNWIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-5.57%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-5.57%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-5.57%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-5.57%	—
Current Drawdown Current decline from peak	—	-4.16%	—
Average Drawdown Average peak-to-trough decline	—	-1.13%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.34%	—

Volatility

Volatility by Period

	COAGX	MNWIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.34%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	5.84%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	3.84%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	3.77%	—