MINIX vs. LTTIX

Last updated Jul 14, 2026

MINIX (MFS International Intrinsic Value Fund Class I) and LTTIX (MFS Lifetime 2025 Fund) are both mutual funds - MINIX is a Large Cap Growth Equities fund managed by MFS, while LTTIX is a Target Retirement Date fund managed by MFS. A 0.80 correlation means they provide meaningful diversification when combined. MINIX charges 0.72%/yr vs 0.00%/yr for LTTIX.

Performance

MINIX vs. LTTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS International Intrinsic Value Fund Class I (MINIX) and MFS Lifetime 2025 Fund (LTTIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

MINIX

• 1D: 0.02%
• 1M: 0.16%
• 6M: 2.15%
• YTD: 5.42%
• 1Y: 17.51%
• 3Y*: 16.78%
• 5Y*: 7.38%
• 10Y*: 9.99%

LTTIX

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

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

MINIX vs. LTTIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MINIX MFS International Intrinsic Value Fund Class I	5.42%	33.06%	7.35%	18.04%	-23.05%	10.55%	20.45%	25.90%	-9.02%	27.14%
LTTIX MFS Lifetime 2025 Fund	2.74%	9.29%	6.73%	10.36%	-12.36%	8.61%	10.61%	17.82%	-3.97%	13.16%

Correlation

The correlation between MINIX and LTTIX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.78
Correlation (10Y) Calculated over the trailing 10-year period	0.80
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.80

The correlation between MINIX and LTTIX has been stable across timeframes, ranging from 0.73 to 0.80 - a consistent structural relationship.

Return for Risk

MINIX vs. LTTIX — Risk / Return Rank

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

MINIX

MINIX Risk / Return Rank: 26
MINIX Sharpe Ratio Rank: 28
MINIX Sortino Ratio Rank: 27
MINIX Omega Ratio Rank: 26
MINIX Calmar Ratio Rank: 23
MINIX Martin Ratio Rank: 25

LTTIX

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

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.

MINIX vs. LTTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and MFS Lifetime 2025 Fund (LTTIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	MINIX	LTTIX	Difference
Sharpe ratio: Return per unit of total volatility	1.13	—	—
Sortino ratio: Return per unit of downside risk	1.63	—	—
Omega ratio: Gain probability vs. loss probability	1.20	—	—
Calmar ratio: Return relative to maximum drawdown	1.34	—	—
Martin ratio: Return relative to average drawdown	4.51	—	—

Drawdowns

Drawdown Indicators

	MINIX	LTTIX	Difference
Max Drawdown Largest peak-to-trough decline	-51.72%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-12.42%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.59%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-36.78%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-36.78%	—	—
Current Drawdown Current decline from peak	-3.98%	—	—
Average Drawdown Average peak-to-trough decline	-8.60%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.68%	—	—

Volatility

Volatility by Period

	MINIX	LTTIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.64%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.07%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.63%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.76%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.50%	—	—

MINIX vs. LTTIX - Expense Ratio Comparison

MINIX has a 0.72% expense ratio, which is higher than LTTIX's 0.00% expense ratio.

Dividends

MINIX vs. LTTIX - Dividend Comparison

MINIX's dividend yield for the trailing twelve months is around 7.37%, less than LTTIX's 11.54% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LTTIX MFS Lifetime 2025 Fund	11.54%	8.13%	7.07%	3.30%	5.88%	7.35%	2.83%	3.68%	4.32%	3.51%	4.03%	1.82%
MINIX MFS International Intrinsic Value Fund Class I	7.37%	7.77%	12.02%	11.21%	13.90%	7.25%	5.25%	3.94%	4.49%	2.62%	1.82%	3.20%

Frequently Asked Questions

Can I hold both MINIX and LTTIX in my portfolio?

MINIX and LTTIX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.