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MVGIX vs. MIEIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MVGIX vs. MIEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Low Volatility Global Equity Fund (MVGIX) and MFS International Equity Fund Class R6 (MIEIX). The values are adjusted to include any dividend payments, if applicable.

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MVGIX vs. MIEIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MVGIX
MFS Low Volatility Global Equity Fund
0.12%16.30%12.64%13.71%-8.21%16.84%5.47%20.59%-2.40%18.49%
MIEIX
MFS International Equity Fund Class R6
-3.84%23.22%4.13%19.06%-14.82%15.13%11.11%28.42%-10.66%28.01%

Returns By Period

In the year-to-date period, MVGIX achieves a 0.12% return, which is significantly higher than MIEIX's -3.84% return. Both investments have delivered pretty close results over the past 10 years, with MVGIX having a 9.14% annualized return and MIEIX not far ahead at 9.35%.


MVGIX

1D
1.58%
1M
-6.33%
YTD
0.12%
6M
1.84%
1Y
12.29%
3Y*
12.77%
5Y*
9.09%
10Y*
9.14%

MIEIX

1D
2.90%
1M
-6.16%
YTD
-3.84%
6M
-1.01%
1Y
10.82%
3Y*
10.14%
5Y*
7.09%
10Y*
9.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MVGIX vs. MIEIX - Expense Ratio Comparison

MVGIX has a 0.74% expense ratio, which is higher than MIEIX's 0.68% expense ratio.


Return for Risk

MVGIX vs. MIEIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MVGIX
MVGIX Risk / Return Rank: 5858
Overall Rank
MVGIX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
MVGIX Sortino Ratio Rank: 5858
Sortino Ratio Rank
MVGIX Omega Ratio Rank: 5757
Omega Ratio Rank
MVGIX Calmar Ratio Rank: 5555
Calmar Ratio Rank
MVGIX Martin Ratio Rank: 6060
Martin Ratio Rank

MIEIX
MIEIX Risk / Return Rank: 2828
Overall Rank
MIEIX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
MIEIX Sortino Ratio Rank: 2626
Sortino Ratio Rank
MIEIX Omega Ratio Rank: 2525
Omega Ratio Rank
MIEIX Calmar Ratio Rank: 2929
Calmar Ratio Rank
MIEIX Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MVGIX vs. MIEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Low Volatility Global Equity Fund (MVGIX) and MFS International Equity Fund Class R6 (MIEIX). 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.


MVGIXMIEIXDifference

Sharpe ratio

Return per unit of total volatility

1.18

0.74

+0.43

Sortino ratio

Return per unit of downside risk

1.64

1.05

+0.59

Omega ratio

Gain probability vs. loss probability

1.24

1.15

+0.09

Calmar ratio

Return relative to maximum drawdown

1.48

0.87

+0.61

Martin ratio

Return relative to average drawdown

6.28

3.23

+3.05

MVGIX vs. MIEIX - Sharpe Ratio Comparison

The current MVGIX Sharpe Ratio is 1.18, which is higher than the MIEIX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of MVGIX and MIEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MVGIXMIEIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

0.74

+0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.87

0.47

+0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.59

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.45

+0.28

Correlation

The correlation between MVGIX and MIEIX is 0.81, 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

MVGIX vs. MIEIX - Dividend Comparison

MVGIX's dividend yield for the trailing twelve months is around 10.93%, more than MIEIX's 2.79% yield.


TTM20252024202320222021202020192018201720162015
MVGIX
MFS Low Volatility Global Equity Fund
10.93%10.94%7.84%1.88%3.98%9.43%1.55%2.79%4.98%1.95%1.60%1.94%
MIEIX
MFS International Equity Fund Class R6
2.79%2.68%1.47%1.67%1.26%5.40%1.00%3.12%1.63%1.85%1.78%1.71%

Drawdowns

MVGIX vs. MIEIX - Drawdown Comparison

The maximum MVGIX drawdown since its inception was -30.19%, smaller than the maximum MIEIX drawdown of -53.13%. Use the drawdown chart below to compare losses from any high point for MVGIX and MIEIX.


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Drawdown Indicators


MVGIXMIEIXDifference

Max Drawdown

Largest peak-to-trough decline

-30.19%

-53.13%

+22.94%

Max Drawdown (1Y)

Largest decline over 1 year

-8.65%

-11.26%

+2.61%

Max Drawdown (5Y)

Largest decline over 5 years

-18.01%

-28.07%

+10.06%

Max Drawdown (10Y)

Largest decline over 10 years

-30.19%

-31.35%

+1.16%

Current Drawdown

Current decline from peak

-6.99%

-8.25%

+1.26%

Average Drawdown

Average peak-to-trough decline

-2.89%

-9.01%

+6.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

3.04%

-1.00%

Volatility

MVGIX vs. MIEIX - Volatility Comparison

The current volatility for MFS Low Volatility Global Equity Fund (MVGIX) is 3.77%, while MFS International Equity Fund Class R6 (MIEIX) has a volatility of 6.65%. This indicates that MVGIX experiences smaller price fluctuations and is considered to be less risky than MIEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MVGIXMIEIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.77%

6.65%

-2.88%

Volatility (6M)

Calculated over the trailing 6-month period

5.94%

9.84%

-3.90%

Volatility (1Y)

Calculated over the trailing 1-year period

10.60%

15.13%

-4.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.54%

15.29%

-4.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.39%

15.92%

-3.53%