VTWNX vs. MINIX
Compare and contrast key facts about Vanguard Target Retirement 2020 Fund (VTWNX) and MFS International Intrinsic Value Fund Class I (MINIX).
VTWNX is managed by Vanguard. It was launched on Jun 7, 2006. MINIX is managed by MFS.
Performance
VTWNX vs. MINIX - Performance Comparison
Loading graphics...
VTWNX vs. MINIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTWNX Vanguard Target Retirement 2020 Fund | -1.57% | 12.17% | 7.57% | 12.71% | -14.17% | 8.15% | 12.05% | 17.64% | -4.23% | 11.83% |
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, VTWNX achieves a -1.57% return, which is significantly higher than MINIX's -3.26% return. Over the past 10 years, VTWNX has underperformed MINIX with an annualized return of 6.31%, while MINIX has yielded a comparatively higher 9.57% annualized return.
VTWNX
- 1D
- 0.11%
- 1M
- -4.29%
- YTD
- -1.57%
- 6M
- 0.06%
- 1Y
- 9.17%
- 3Y*
- 8.51%
- 5Y*
- 4.17%
- 10Y*
- 6.31%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTWNX vs. MINIX - Expense Ratio Comparison
VTWNX has a 0.08% expense ratio, which is lower than MINIX's 0.72% expense ratio.
Return for Risk
VTWNX vs. MINIX — Risk / Return Rank
VTWNX
MINIX
VTWNX vs. MINIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2020 Fund (VTWNX) 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.
| VTWNX | MINIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.12 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.52 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.33 | +0.66 |
Martin ratioReturn relative to average drawdown | 8.25 | 5.28 | +2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VTWNX | MINIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.12 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.44 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.62 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.55 | -0.03 |
Correlation
The correlation between VTWNX and MINIX is 0.82, 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
VTWNX vs. MINIX - Dividend Comparison
VTWNX's dividend yield for the trailing twelve months is around 8.33%, more than MINIX's 8.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWNX Vanguard Target Retirement 2020 Fund | 8.33% | 8.20% | 9.35% | 6.20% | 4.99% | 19.57% | 6.28% | 3.54% | 4.94% | 0.73% | 2.74% | 4.15% |
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
VTWNX vs. MINIX - Drawdown Comparison
The maximum VTWNX drawdown since its inception was -42.16%, smaller than the maximum MINIX drawdown of -51.72%. Use the drawdown chart below to compare losses from any high point for VTWNX and MINIX.
Loading graphics...
Drawdown Indicators
| VTWNX | MINIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.16% | -51.72% | +9.56% |
Max Drawdown (1Y)Largest decline over 1 year | -4.50% | -12.42% | +7.92% |
Max Drawdown (5Y)Largest decline over 5 years | -19.38% | -36.78% | +17.40% |
Max Drawdown (10Y)Largest decline over 10 years | -19.38% | -36.78% | +17.40% |
Current DrawdownCurrent decline from peak | -4.32% | -11.89% | +7.57% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -8.64% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 3.13% | -2.05% |
Volatility
VTWNX vs. MINIX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2020 Fund (VTWNX) is 2.40%, while MFS International Intrinsic Value Fund Class I (MINIX) has a volatility of 5.98%. This indicates that VTWNX 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.
Loading graphics...
Volatility by Period
| VTWNX | MINIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.40% | 5.98% | -3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 3.81% | 10.11% | -6.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.31% | 15.74% | -9.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.37% | 16.45% | -9.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.26% | 15.52% | -7.26% |