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MINIX vs. BUFIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MINIX and BUFIX is 0.90, 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.


-0.50.00.51.00.9

Performance

MINIX vs. BUFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS International Intrinsic Value Fund Class I (MINIX) and Buffalo International Fund (BUFIX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-10.09%
-5.15%
MINIX
BUFIX

Key characteristics

Sharpe Ratio

MINIX:

-0.15

BUFIX:

-0.06

Sortino Ratio

MINIX:

-0.07

BUFIX:

0.01

Omega Ratio

MINIX:

0.99

BUFIX:

1.00

Calmar Ratio

MINIX:

-0.13

BUFIX:

-0.05

Martin Ratio

MINIX:

-0.60

BUFIX:

-0.19

Ulcer Index

MINIX:

4.13%

BUFIX:

4.07%

Daily Std Dev

MINIX:

17.01%

BUFIX:

13.02%

Max Drawdown

MINIX:

-48.89%

BUFIX:

-55.11%

Current Drawdown

MINIX:

-17.58%

BUFIX:

-13.31%

Returns By Period

In the year-to-date period, MINIX achieves a -3.10% return, which is significantly lower than BUFIX's -1.70% return. Both investments have delivered pretty close results over the past 10 years, with MINIX having a 6.49% annualized return and BUFIX not far ahead at 6.54%.


MINIX

YTD

-3.10%

1M

-11.15%

6M

-10.09%

1Y

-2.47%

5Y*

3.22%

10Y*

6.49%

BUFIX

YTD

-1.70%

1M

-2.12%

6M

-5.15%

1Y

-0.76%

5Y*

4.56%

10Y*

6.54%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MINIX vs. BUFIX - Expense Ratio Comparison

MINIX has a 0.72% expense ratio, which is lower than BUFIX's 1.03% expense ratio.


BUFIX
Buffalo International Fund
Expense ratio chart for BUFIX: current value at 1.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.03%
Expense ratio chart for MINIX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%

Risk-Adjusted Performance

MINIX vs. BUFIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and Buffalo International Fund (BUFIX). 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.


Sharpe ratio
The chart of Sharpe ratio for MINIX, currently valued at -0.15, compared to the broader market-1.000.001.002.003.004.00-0.15-0.06
The chart of Sortino ratio for MINIX, currently valued at -0.07, compared to the broader market-2.000.002.004.006.008.0010.00-0.070.01
The chart of Omega ratio for MINIX, currently valued at 0.99, compared to the broader market0.501.001.502.002.503.003.500.991.00
The chart of Calmar ratio for MINIX, currently valued at -0.13, compared to the broader market0.002.004.006.008.0010.0012.0014.00-0.13-0.05
The chart of Martin ratio for MINIX, currently valued at -0.60, compared to the broader market0.0020.0040.0060.00-0.60-0.19
MINIX
BUFIX

The current MINIX Sharpe Ratio is -0.15, which is lower than the BUFIX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of MINIX and BUFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
-0.15
-0.06
MINIX
BUFIX

Dividends

MINIX vs. BUFIX - Dividend Comparison

Neither MINIX nor BUFIX has paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
MINIX
MFS International Intrinsic Value Fund Class I
0.00%1.95%1.06%0.80%0.62%1.02%1.59%1.60%1.72%1.49%5.59%3.90%
BUFIX
Buffalo International Fund
0.00%0.59%0.46%0.08%0.27%0.57%0.58%0.30%1.04%0.51%0.53%0.18%

Drawdowns

MINIX vs. BUFIX - Drawdown Comparison

The maximum MINIX drawdown since its inception was -48.89%, smaller than the maximum BUFIX drawdown of -55.11%. Use the drawdown chart below to compare losses from any high point for MINIX and BUFIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-17.58%
-13.31%
MINIX
BUFIX

Volatility

MINIX vs. BUFIX - Volatility Comparison

MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 12.21% compared to Buffalo International Fund (BUFIX) at 3.90%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than BUFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
12.21%
3.90%
MINIX
BUFIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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