MRSIX vs. INTAX
MRSIX (MFS Research International Fund) and INTAX (Columbia Strategic Municipal Income Fund) are both mutual funds - MRSIX is a Foreign Large Cap Equities fund managed by MFS, while INTAX is a Municipal Bonds fund managed by Columbia. Over the past 10 years, MRSIX returned 9.53%/yr vs 2.16%/yr for INTAX. At a correlation of -0.05, they often move in opposite directions. MRSIX charges 0.76%/yr vs 0.78%/yr for INTAX.
Performance
MRSIX vs. INTAX - Performance Comparison
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Returns By Period
In the year-to-date period, MRSIX achieves a 10.64% return, which is significantly higher than INTAX's 2.59% return. Over the past 10 years, MRSIX has outperformed INTAX with an annualized return of 9.53%, while INTAX has yielded a comparatively lower 2.16% annualized return.
MRSIX
- 1D
- 0.00%
- 1M
- 2.46%
- YTD
- 10.64%
- 6M
- 10.35%
- 1Y
- 20.07%
- 3Y*
- 13.61%
- 5Y*
- 6.35%
- 10Y*
- 9.53%
INTAX
- 1D
- -0.07%
- 1M
- 2.13%
- YTD
- 2.59%
- 6M
- 3.06%
- 1Y
- 8.35%
- 3Y*
- 4.52%
- 5Y*
- 0.42%
- 10Y*
- 2.16%
MRSIX vs. INTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRSIX MFS Research International Fund | 10.64% | 22.61% | 3.06% | 13.44% | -17.33% | 11.87% | 13.18% | 27.98% | -13.98% | 28.38% |
INTAX Columbia Strategic Municipal Income Fund | 2.59% | 3.80% | 3.72% | 7.92% | -14.56% | 2.65% | 5.05% | 8.83% | 0.51% | 7.32% |
Correlation
The correlation between MRSIX and INTAX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | -0.05 |
The correlation between MRSIX and INTAX shifts across timeframes, from -0.05 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
MRSIX vs. INTAX — Risk / Return Rank
MRSIX
INTAX
MRSIX vs. INTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Research International Fund (MRSIX) and Columbia Strategic Municipal Income Fund (INTAX). 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.
| MRSIX | INTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.92 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.57 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.74 | -0.99 |
| Martin ratioReturn relative to average drawdown | 6.06 | 9.17 | -3.10 |
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Drawdowns
MRSIX vs. INTAX - Drawdown Comparison
The maximum MRSIX drawdown since its inception was -59.56%, which is greater than INTAX's maximum drawdown of -36.87%. Use the drawdown chart below to compare losses from any high point for MRSIX and INTAX.
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Drawdown Indicators
| MRSIX | INTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.56% | -36.87% | -22.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.64% | -3.11% | -8.53% |
Max Drawdown (3Y)Largest decline over 3 years | -13.95% | -8.91% | -5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -30.73% | -20.74% | -9.99% |
Max Drawdown (10Y)Largest decline over 10 years | -30.73% | -20.74% | -9.99% |
Current DrawdownCurrent decline from peak | -0.33% | -0.07% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -5.14% | -7.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 0.93% | +2.43% |
Volatility
MRSIX vs. INTAX - Volatility Comparison
MFS Research International Fund (MRSIX) has a higher volatility of 4.59% compared to Columbia Strategic Municipal Income Fund (INTAX) at 0.91%. This indicates that MRSIX's price experiences larger fluctuations and is considered to be riskier than INTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRSIX | INTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 0.91% | +3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 2.51% | +8.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.76% | 3.55% | +10.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.02% | 5.68% | +9.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.44% | 5.42% | +10.02% |
MRSIX vs. INTAX - Expense Ratio Comparison
MRSIX has a 0.76% expense ratio, which is lower than INTAX's 0.78% expense ratio.
Dividends
MRSIX vs. INTAX - Dividend Comparison
MRSIX's dividend yield for the trailing twelve months is around 4.75%, more than INTAX's 3.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INTAX Columbia Strategic Municipal Income Fund | 3.77% | 4.97% | 3.79% | 3.08% | 2.76% | 2.45% | 2.46% | 3.45% | 3.79% | 3.76% | 4.09% | 4.36% |
MRSIX MFS Research International Fund | 4.75% | 5.26% | 2.00% | 1.67% | 1.57% | 1.29% | 0.92% | 1.79% | 5.48% | 1.21% | 1.97% | 1.89% |
Frequently Asked Questions
MRSIX and INTAX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MRSIX has higher volatility (4.59%) compared to INTAX (0.91%). In terms of maximum drawdown, MRSIX dropped -59.56% vs INTAX's -36.87%.
INTAX currently has the higher Sharpe Ratio (2.41 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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