MEDIX vs. VTIPX
Compare and contrast key facts about MFS Emerging Markets Debt Fund (MEDIX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX).
MEDIX is managed by MFS. It was launched on Mar 17, 1998. VTIPX is managed by Vanguard. It was launched on Oct 16, 2012.
Performance
MEDIX vs. VTIPX - Performance Comparison
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MEDIX vs. VTIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | -2.03% | 12.48% | 5.92% | 9.42% | -15.97% | -2.40% | 8.01% | 14.12% | -4.99% | 9.64% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 0.93% | 5.96% | 4.65% | 4.51% | -2.93% | 5.21% | 4.85% | 4.74% | 0.49% | 0.72% |
Returns By Period
In the year-to-date period, MEDIX achieves a -2.03% return, which is significantly lower than VTIPX's 0.93% return. Over the past 10 years, MEDIX has outperformed VTIPX with an annualized return of 3.49%, while VTIPX has yielded a comparatively lower 2.97% annualized return.
MEDIX
- 1D
- -0.16%
- 1M
- -4.12%
- YTD
- -2.03%
- 6M
- 1.30%
- 1Y
- 8.04%
- 3Y*
- 7.84%
- 5Y*
- 1.78%
- 10Y*
- 3.49%
VTIPX
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- 0.93%
- 6M
- 1.25%
- 1Y
- 3.76%
- 3Y*
- 4.58%
- 5Y*
- 3.40%
- 10Y*
- 2.97%
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MEDIX vs. VTIPX - Expense Ratio Comparison
MEDIX has a 0.81% expense ratio, which is higher than VTIPX's 0.14% expense ratio.
Return for Risk
MEDIX vs. VTIPX — Risk / Return Rank
MEDIX
VTIPX
MEDIX vs. VTIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Emerging Markets Debt Fund (MEDIX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX). 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.
| MEDIX | VTIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 2.19 | -0.27 |
Sortino ratioReturn per unit of downside risk | 2.64 | 3.29 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.47 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.09 | 4.39 | -2.30 |
Martin ratioReturn relative to average drawdown | 8.43 | 14.13 | -5.70 |
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
| MEDIX | VTIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 2.19 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 1.28 | -0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 1.34 | -0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 1.00 | -0.05 |
Correlation
The correlation between MEDIX and VTIPX is 0.30, 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
MEDIX vs. VTIPX - Dividend Comparison
MEDIX's dividend yield for the trailing twelve months is around 4.80%, more than VTIPX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEDIX MFS Emerging Markets Debt Fund | 4.80% | 5.22% | 5.68% | 4.90% | 5.51% | 4.33% | 4.07% | 4.59% | 4.87% | 4.46% | 4.86% | 5.25% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 3.50% | 3.70% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.37% | 1.50% | 0.55% | 0.00% |
Drawdowns
MEDIX vs. VTIPX - Drawdown Comparison
The maximum MEDIX drawdown since its inception was -35.31%, which is greater than VTIPX's maximum drawdown of -5.36%. Use the drawdown chart below to compare losses from any high point for MEDIX and VTIPX.
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Drawdown Indicators
| MEDIX | VTIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.31% | -5.36% | -29.95% |
Max Drawdown (1Y)Largest decline over 1 year | -4.12% | -0.95% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -27.40% | -5.36% | -22.04% |
Max Drawdown (10Y)Largest decline over 10 years | -27.40% | -5.36% | -22.04% |
Current DrawdownCurrent decline from peak | -4.12% | -0.32% | -3.80% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -1.13% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.30% | +0.72% |
Volatility
MEDIX vs. VTIPX - Volatility Comparison
MFS Emerging Markets Debt Fund (MEDIX) has a higher volatility of 1.49% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) at 0.62%. This indicates that MEDIX's price experiences larger fluctuations and is considered to be riskier than VTIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MEDIX | VTIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 0.62% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 0.96% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 1.81% | +2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.83% | 2.66% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 2.22% | +3.62% |