LTMKX vs. MINIX
Compare and contrast key facts about MFS Lifetime 2045 Fund (LTMKX) and MFS International Intrinsic Value Fund Class I (MINIX).
LTMKX is managed by MFS. It was launched on Nov 1, 2012. MINIX is managed by MFS.
Performance
LTMKX vs. MINIX - Performance Comparison
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LTMKX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTMKX MFS Lifetime 2045 Fund | -2.60% | 15.70% | 12.91% | 16.64% | -15.59% | 20.23% | 13.27% | 26.84% | -7.93% | 21.21% |
MINIX MFS International Intrinsic Value Fund Class I | -3.26% | 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, LTMKX achieves a -2.60% return, which is significantly higher than MINIX's -3.26% return. Both investments have delivered pretty close results over the past 10 years, with LTMKX having a 10.05% annualized return and MINIX not far behind at 9.57%.
LTMKX
- 1D
- -0.25%
- 1M
- -7.55%
- YTD
- -2.60%
- 6M
- -0.99%
- 1Y
- 12.75%
- 3Y*
- 12.28%
- 5Y*
- 7.41%
- 10Y*
- 10.05%
MINIX
- 1D
- 0.33%
- 1M
- -11.89%
- YTD
- -3.26%
- 6M
- 0.71%
- 1Y
- 18.67%
- 3Y*
- 14.36%
- 5Y*
- 7.15%
- 10Y*
- 9.57%
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LTMKX vs. MINIX - Expense Ratio Comparison
LTMKX has a 0.00% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
LTMKX vs. MINIX — Risk / Return Rank
LTMKX
MINIX
LTMKX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2045 Fund (LTMKX) 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.
| LTMKX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.12 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.52 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.33 | -0.23 |
Martin ratioReturn relative to average drawdown | 5.19 | 5.28 | -0.09 |
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
| LTMKX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.12 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.44 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.62 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.55 | +0.13 |
Correlation
The correlation between LTMKX and MINIX is 0.84, 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
LTMKX vs. MINIX - Dividend Comparison
LTMKX's dividend yield for the trailing twelve months is around 7.97%, which matches MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTMKX MFS Lifetime 2045 Fund | 7.97% | 7.76% | 5.02% | 3.26% | 6.45% | 8.35% | 2.47% | 3.95% | 4.12% | 3.21% | 3.60% | 1.76% |
MINIX MFS International Intrinsic Value Fund Class I | 8.03% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
LTMKX vs. MINIX - Drawdown Comparison
The maximum LTMKX drawdown since its inception was -32.78%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for LTMKX and MINIX.
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Drawdown Indicators
| LTMKX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -51.72% | +18.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -12.42% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -36.78% | +13.87% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -36.78% | +4.00% |
Current DrawdownCurrent decline from peak | -7.84% | -11.89% | +4.05% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -8.64% | +4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 3.13% | -0.92% |
Volatility
LTMKX vs. MINIX - Volatility Comparison
The current volatility for MFS Lifetime 2045 Fund (LTMKX) is 3.73%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that LTMKX experiences smaller price fluctuations and is considered to be less risky 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
| LTMKX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 5.98% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.36% | 10.11% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.38% | 15.74% | -2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.43% | 16.45% | -3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.69% | 15.52% | -0.83% |