QDISX vs. MFWIX
Compare and contrast key facts about Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and MFS Global Total Return Fund Class I (MFWIX).
QDISX is managed by T. Rowe Price. It was launched on Dec 12, 2019. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
QDISX vs. MFWIX - Performance Comparison
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QDISX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | -1.69% | 25.34% | 22.02% | 36.03% | -24.15% | 20.28% | 27.76% | 1.00% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 1.09% |
Returns By Period
In the year-to-date period, QDISX achieves a -1.69% return, which is significantly lower than MFWIX's 0.94% return.
QDISX
- 1D
- 2.48%
- 1M
- -5.92%
- YTD
- -1.69%
- 6M
- 2.24%
- 1Y
- 26.03%
- 3Y*
- 21.29%
- 5Y*
- 12.03%
- 10Y*
- —
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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QDISX vs. MFWIX - Expense Ratio Comparison
QDISX has a 0.00% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
QDISX vs. MFWIX — Risk / Return Rank
QDISX
MFWIX
QDISX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) and MFS Global Total Return Fund Class I (MFWIX). 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.
| QDISX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.44 | +0.15 |
Sortino ratioReturn per unit of downside risk | 2.22 | 1.99 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.28 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 1.89 | +0.22 |
Martin ratioReturn relative to average drawdown | 9.04 | 7.31 | +1.74 |
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
| QDISX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.44 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.54 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.71 | 0.00 |
Correlation
The correlation between QDISX and MFWIX 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
QDISX vs. MFWIX - Dividend Comparison
QDISX's dividend yield for the trailing twelve months is around 12.89%, more than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDISX Fisher Investments Institutional Group Stock Fund for Retirement Plans | 12.89% | 12.68% | 4.04% | 5.53% | 1.88% | 1.14% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
QDISX vs. MFWIX - Drawdown Comparison
The maximum QDISX drawdown since its inception was -33.97%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for QDISX and MFWIX.
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Drawdown Indicators
| QDISX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -33.01% | -0.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -6.85% | -5.73% |
Max Drawdown (5Y)Largest decline over 5 years | -33.97% | -20.22% | -13.75% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.36% | — |
Current DrawdownCurrent decline from peak | -7.73% | -5.18% | -2.55% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -3.83% | -3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 1.77% | +1.16% |
Volatility
QDISX vs. MFWIX - Volatility Comparison
Fisher Investments Institutional Group Stock Fund for Retirement Plans (QDISX) has a higher volatility of 5.65% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that QDISX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDISX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 3.44% | +2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 5.43% | +3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.79% | 8.94% | +7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 9.11% | +9.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 9.61% | +11.69% |