MINIX vs. LTTIX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and MFS Lifetime 2025 Fund (LTTIX).
MINIX is managed by MFS. LTTIX is managed by MFS. It was launched on Nov 1, 2012.
Performance
MINIX vs. LTTIX - Performance Comparison
Loading graphics...
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 | -3.26% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
LTTIX MFS Lifetime 2025 Fund | -0.84% | 9.29% | 6.73% | 10.36% | -12.36% | 8.61% | 10.61% | 17.82% | -3.97% | 13.16% |
Returns By Period
In the year-to-date period, MINIX achieves a -3.26% return, which is significantly lower than LTTIX's -0.84% return. Over the past 10 years, MINIX has outperformed LTTIX with an annualized return of 9.57%, while LTTIX has yielded a comparatively lower 6.13% annualized return.
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%
LTTIX
- 1D
- 0.15%
- 1M
- -3.42%
- YTD
- -0.84%
- 6M
- 0.39%
- 1Y
- 6.73%
- 3Y*
- 7.20%
- 5Y*
- 3.76%
- 10Y*
- 6.13%
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. LTTIX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than LTTIX's 0.00% expense ratio.
Return for Risk
MINIX vs. LTTIX — Risk / Return Rank
MINIX
LTTIX
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.
| MINIX | LTTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.38 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.92 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.70 | -0.37 |
Martin ratioReturn relative to average drawdown | 5.28 | 6.99 | -1.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MINIX | LTTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.38 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.59 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.85 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.83 | -0.28 |
Correlation
The correlation between MINIX and LTTIX is 0.80, 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
MINIX vs. LTTIX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 8.03%, less than LTTIX's 8.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LTTIX MFS Lifetime 2025 Fund | 8.20% | 8.13% | 7.07% | 3.30% | 5.88% | 7.35% | 2.83% | 3.68% | 4.32% | 3.51% | 4.03% | 1.82% |
Drawdowns
MINIX vs. LTTIX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, which is greater than LTTIX's maximum drawdown of -19.33%. Use the drawdown chart below to compare losses from any high point for MINIX and LTTIX.
Loading graphics...
Drawdown Indicators
| MINIX | LTTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -19.33% | -32.39% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -4.02% | -8.40% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -16.92% | -19.86% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -19.33% | -17.45% |
Current DrawdownCurrent decline from peak | -11.89% | -3.49% | -8.40% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -2.70% | -5.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 0.97% | +2.16% |
Volatility
MINIX vs. LTTIX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 5.98% compared to MFS Lifetime 2025 Fund (LTTIX) at 1.75%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than LTTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MINIX | LTTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 1.75% | +4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 2.96% | +7.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 5.08% | +10.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 6.36% | +10.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 7.25% | +8.27% |