MINIX vs. VTWNX
Compare and contrast key facts about MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Target Retirement 2020 Fund (VTWNX).
MINIX is managed by MFS. VTWNX is managed by Vanguard. It was launched on Jun 7, 2006.
Performance
MINIX vs. VTWNX - Performance Comparison
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MINIX vs. VTWNX - 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% |
VTWNX Vanguard Target Retirement 2020 Fund | -1.57% | 12.17% | 7.57% | 12.71% | -14.17% | 8.15% | 12.05% | 17.64% | -4.23% | 11.83% |
Returns By Period
In the year-to-date period, MINIX achieves a -3.26% return, which is significantly lower than VTWNX's -1.57% return. Over the past 10 years, MINIX has outperformed VTWNX with an annualized return of 9.57%, while VTWNX has yielded a comparatively lower 6.31% 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%
VTWNX
- 1D
- 0.11%
- 1M
- -4.29%
- YTD
- -1.57%
- 6M
- 0.06%
- 1Y
- 9.17%
- 3Y*
- 8.51%
- 5Y*
- 4.17%
- 10Y*
- 6.31%
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MINIX vs. VTWNX - Expense Ratio Comparison
MINIX has a 0.72% expense ratio, which is higher than VTWNX's 0.08% expense ratio.
Return for Risk
MINIX vs. VTWNX — Risk / Return Rank
MINIX
VTWNX
MINIX vs. VTWNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS International Intrinsic Value Fund Class I (MINIX) and Vanguard Target Retirement 2020 Fund (VTWNX). 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 | VTWNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.48 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.11 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.98 | -0.66 |
Martin ratioReturn relative to average drawdown | 5.28 | 8.25 | -2.98 |
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
| MINIX | VTWNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.48 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.57 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.77 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.52 | +0.03 |
Correlation
The correlation between MINIX and VTWNX is 0.82, 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. VTWNX - Dividend Comparison
MINIX's dividend yield for the trailing twelve months is around 8.03%, less than VTWNX's 8.33% 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% |
VTWNX Vanguard Target Retirement 2020 Fund | 8.33% | 8.20% | 9.35% | 6.20% | 4.99% | 19.57% | 6.28% | 3.54% | 4.94% | 0.73% | 2.74% | 4.15% |
Drawdowns
MINIX vs. VTWNX - Drawdown Comparison
The maximum MINIX drawdown since its inception was -51.72%, which is greater than VTWNX's maximum drawdown of -42.16%. Use the drawdown chart below to compare losses from any high point for MINIX and VTWNX.
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Drawdown Indicators
| MINIX | VTWNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.72% | -42.16% | -9.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -4.50% | -7.92% |
Max Drawdown (5Y)Largest decline over 5 years | -36.78% | -19.38% | -17.40% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -19.38% | -17.40% |
Current DrawdownCurrent decline from peak | -11.89% | -4.32% | -7.57% |
Average DrawdownAverage peak-to-trough decline | -8.64% | -4.83% | -3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 1.08% | +2.05% |
Volatility
MINIX vs. VTWNX - Volatility Comparison
MFS International Intrinsic Value Fund Class I (MINIX) has a higher volatility of 5.98% compared to Vanguard Target Retirement 2020 Fund (VTWNX) at 2.40%. This indicates that MINIX's price experiences larger fluctuations and is considered to be riskier than VTWNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINIX | VTWNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 2.40% | +3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 3.81% | +6.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 6.31% | +9.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 7.37% | +9.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.52% | 8.26% | +7.26% |