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DIFGX: MFS DIVERSIFIED INCOME FUND R4 (MUTUAL FUND)
Basic Info 12.31 0.01(0.08%) July 08
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 07/03/2008 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.30% |
| Expenses | 0.89% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/03/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 3.6 | 6.6 | 5.8 | 3.6 | 4.0 | 5.8 | 5.7 | 4.9 | 9.5 | -14.1 | 7.5 | 2.2 | 17.4 | -3.7 | 8.9 | 8.9 | -1.9 | 9.9 | 8.0 | 13.4 | 5.5 | 13.7 | 30.6 | -17.4 |
| Sharpe Ratio | NA | 0.84 | 0.72 | 0.39 | 0.23 | 0.33 | NA | 0.52 | -0.3 | 0.77 | -1.59 | 1.51 | 0.12 | 3.61 | -0.88 | 2.47 | 1.38 | -0.34 | 2.17 | 1.34 | 2.47 | 0.51 | 1.58 | 1.87 | -1.22 |
| Draw Down(%) | NA | 5.4 | 5.7 | 10.9 | 21.3 | 23.7 | NA | 32.0 | 4.1 | 7.4 | 20.3 | 3.3 | 23.7 | 1.6 | 5.8 | 2.0 | 4.9 | 6.6 | 3.1 | 7.1 | 4.6 | 10.6 | 6.3 | 17.1 | 31.7 |
| Standard Deviation(%) | NA | 6.7 | 6.0 | 7.0 | 6.9 | 7.7 | NA | 9.4 | 5.5 | 6.8 | 9.8 | 5.0 | 15.6 | 4.4 | 5.7 | 3.4 | 6.3 | 5.7 | 4.6 | 5.9 | 5.5 | 10.6 | 8.6 | 16.3 | 26.8 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.03 | 0.02 | 0.03 | NA | 0.04 | -0.02 | 0.07 | -0.17 | 0.11 | 0.02 | 0.17 | -0.05 | 0.1 | 0.08 | -0.02 | 0.1 | 0.07 | 0.12 | 0.03 | 0.1 | 0.21 | -0.24 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | NA | -0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | -0.04 | 0.0 | 0.02 | -0.09 |
| Beta | NA | 0.73 | 0.75 | 0.78 | 0.81 | 0.93 | NA | 1.12 | 0.85 | 0.72 | 0.91 | 0.69 | 1.08 | 0.94 | 0.94 | 0.85 | 1.14 | 0.89 | 1.03 | 1.1 | 1.16 | 1.63 | 1.32 | 1.48 | 1.37 |
| RSquared | NA | 0.81 | 0.78 | 0.76 | 0.73 | 0.74 | NA | 0.72 | 0.79 | 0.66 | 0.83 | 0.41 | 0.83 | 0.58 | 0.69 | 0.45 | 0.68 | 0.7 | 0.66 | 0.77 | 0.56 | 0.78 | 0.72 | 0.68 | 0.86 |
| Yield(%) | N/A | 1.7 | 4.3 | 4.0 | 3.6 | 3.9 | 5.0 | N/A | 4.6 | 3.9 | 2.7 | 3.4 | 2.8 | 3.3 | 3.8 | 4.0 | 4.0 | 6.6 | 5.3 | 4.7 | 3.8 | 3.9 | 4.5 | 6.2 | 2.9 |
| Dividend Growth(%) | N/A | -62.5 | 10.3 | 16.1 | -15.2 | N/A | N/A | N/A | 22.2 | 23.0 | -17.6 | 18.7 | -2.2 | -19.5 | -1.0 | 6.0 | -45.0 | 30.6 | 14.1 | 36.3 | -0.2 | -6.0 | -10.7 | 73.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2008
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See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
- AOK (iShares Core Conservative Allocation ETF) 0.0% (83%)
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Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) 0.16% (100%)
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