MQLFX vs. MINIX
Compare and contrast key facts about MFS Limited Maturity Fund (MQLFX) and MFS International Intrinsic Value Fund Class I (MINIX).
MQLFX is managed by MFS. It was launched on Feb 26, 1992. MINIX is managed by MFS.
Performance
MQLFX vs. MINIX - Performance Comparison
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MQLFX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MQLFX MFS Limited Maturity Fund | -0.14% | 5.71% | 4.44% | 5.30% | -4.69% | -0.20% | 4.20% | 4.74% | 1.17% | 1.28% |
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% |
Returns By Period
In the year-to-date period, MQLFX achieves a -0.14% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, MQLFX has underperformed MINIX with an annualized return of 2.20%, while MINIX has yielded a comparatively higher 9.57% annualized return.
MQLFX
- 1D
- 0.00%
- 1M
- -1.18%
- YTD
- -0.14%
- 6M
- 0.84%
- 1Y
- 3.75%
- 3Y*
- 4.50%
- 5Y*
- 2.02%
- 10Y*
- 2.20%
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%
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MQLFX vs. MINIX - Expense Ratio Comparison
MQLFX has a 0.57% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
MQLFX vs. MINIX — Risk / Return Rank
MQLFX
MINIX
MQLFX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Limited Maturity Fund (MQLFX) 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.
| MQLFX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.12 | +0.74 |
Sortino ratioReturn per unit of downside risk | 3.17 | 1.52 | +1.65 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.22 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 3.18 | 1.33 | +1.85 |
Martin ratioReturn relative to average drawdown | 13.45 | 5.28 | +8.18 |
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
| MQLFX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.12 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.44 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 0.62 | +0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.53 | 0.55 | +0.99 |
Correlation
The correlation between MQLFX and MINIX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MQLFX vs. MINIX - Dividend Comparison
MQLFX's dividend yield for the trailing twelve months is around 4.04%, less than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MQLFX MFS Limited Maturity Fund | 4.04% | 4.34% | 3.47% | 2.85% | 1.38% | 1.46% | 2.27% | 2.60% | 2.18% | 1.61% | 1.27% | 1.24% |
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% |
Drawdowns
MQLFX vs. MINIX - Drawdown Comparison
The maximum MQLFX drawdown since its inception was -7.14%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for MQLFX and MINIX.
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Drawdown Indicators
| MQLFX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.14% | -51.72% | +44.58% |
Max Drawdown (1Y)Largest decline over 1 year | -1.35% | -12.42% | +11.07% |
Max Drawdown (5Y)Largest decline over 5 years | -7.14% | -36.78% | +29.64% |
Max Drawdown (10Y)Largest decline over 10 years | -7.14% | -36.78% | +29.64% |
Current DrawdownCurrent decline from peak | -1.18% | -11.89% | +10.71% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -8.64% | +8.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 3.13% | -2.81% |
Volatility
MQLFX vs. MINIX - Volatility Comparison
The current volatility for MFS Limited Maturity Fund (MQLFX) is 0.67%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that MQLFX 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
| MQLFX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.67% | 5.98% | -5.31% |
Volatility (6M)Calculated over the trailing 6-month period | 1.54% | 10.11% | -8.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.22% | 15.74% | -13.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.37% | 16.45% | -14.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.15% | 15.52% | -13.37% |