MLFIX vs. MINIX
Compare and contrast key facts about MFS Lifetime 2040 Fund (MLFIX) and MFS International Intrinsic Value Fund Class I (MINIX).
MLFIX is managed by MFS. It was launched on Sep 28, 2005. MINIX is managed by MFS.
Performance
MLFIX vs. MINIX - Performance Comparison
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MLFIX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLFIX MFS Lifetime 2040 Fund | -0.48% | 15.08% | 12.35% | 16.29% | -15.32% | 18.94% | 13.13% | 26.08% | -7.51% | 20.79% |
MINIX MFS International Intrinsic Value Fund Class I | -0.23% | 33.06% | 7.35% | 18.04% | -23.05% | 10.55% | 20.45% | 25.90% | -9.02% | 27.14% |
Returns By Period
In the year-to-date period, MLFIX achieves a -0.48% return, which is significantly lower than MINIX's -0.23% return. Both investments have delivered pretty close results over the past 10 years, with MLFIX having a 9.94% annualized return and MINIX not far behind at 9.91%.
MLFIX
- 1D
- 2.08%
- 1M
- -4.80%
- YTD
- -0.48%
- 6M
- 0.96%
- 1Y
- 14.12%
- 3Y*
- 12.62%
- 5Y*
- 7.28%
- 10Y*
- 9.94%
MINIX
- 1D
- 3.14%
- 1M
- -7.31%
- YTD
- -0.23%
- 6M
- 3.41%
- 1Y
- 22.15%
- 3Y*
- 15.54%
- 5Y*
- 7.48%
- 10Y*
- 9.91%
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MLFIX vs. MINIX - Expense Ratio Comparison
MLFIX has a 0.00% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
MLFIX vs. MINIX — Risk / Return Rank
MLFIX
MINIX
MLFIX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2040 Fund (MLFIX) and MFS International Intrinsic Value Fund Class I (MINIX). 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.
| MLFIX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.41 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.89 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.71 | -0.20 |
Martin ratioReturn relative to average drawdown | 7.01 | 6.74 | +0.26 |
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
| MLFIX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.41 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.46 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.64 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.10 |
Correlation
The correlation between MLFIX and MINIX is 0.84, 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
MLFIX vs. MINIX - Dividend Comparison
MLFIX's dividend yield for the trailing twelve months is around 7.82%, which matches MINIX's 7.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLFIX MFS Lifetime 2040 Fund | 7.82% | 7.79% | 5.41% | 3.58% | 6.61% | 8.92% | 3.07% | 5.79% | 6.06% | 3.56% | 6.91% | 2.20% |
MINIX MFS International Intrinsic Value Fund Class I | 7.79% | 7.77% | 12.02% | 11.21% | 13.90% | 7.25% | 5.25% | 3.94% | 4.49% | 2.62% | 1.82% | 3.20% |
Drawdowns
MLFIX vs. MINIX - Drawdown Comparison
The maximum MLFIX drawdown since its inception was -54.99%, which is greater than MINIX's maximum drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MLFIX and MINIX.
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Drawdown Indicators
| MLFIX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.99% | -51.72% | -3.27% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -12.42% | +2.78% |
Max Drawdown (5Y)Largest decline over 5 years | -22.37% | -36.78% | +14.41% |
Max Drawdown (10Y)Largest decline over 10 years | -31.66% | -36.78% | +5.12% |
Current DrawdownCurrent decline from peak | -5.36% | -9.13% | +3.77% |
Average DrawdownAverage peak-to-trough decline | -7.11% | -8.64% | +1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 3.15% | -1.07% |
Volatility
MLFIX vs. MINIX - Volatility Comparison
The current volatility for MFS Lifetime 2040 Fund (MLFIX) is 4.25%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 6.84%. This indicates that MLFIX experiences smaller price fluctuations and is considered to be less risky than MINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MLFIX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 6.84% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.11% | 10.57% | -3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.57% | 16.01% | -3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.64% | 16.51% | -3.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 15.55% | -1.62% |