Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFAX (MFS DIVERSIFIED INCOME FUND A) | 4.07% | 10.35% | 8.55% | 2.53% | 4.39% | 5.14% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFAX (MFS DIVERSIFIED INCOME FUND A) | 06/14/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 10.35 | 8.55 | 2.53 | 4.39 | 5.14 | NA | … | … | 4.07 | 9.37 | 5.16 | 9.25 | -14.34 | 7.20 | 1.91 | 17.11 | -3.94 | 8.64 | 8.49 | -2.17 | 9.69 | 7.60 | 13.19 | 5.13 | 14.06 | 30.26 | -20.41 | 1.06 | 12.03 |
| Sharpe Ratio | NA | 1.77 | 1.01 | 0.05 | 0.38 | NA | NA | … | … | 1.49 | 1.15 | 0.28 | 0.83 | -1.62 | 1.46 | 0.10 | 3.50 | -0.93 | 2.37 | 1.32 | -0.39 | 2.14 | 1.29 | 2.48 | 0.48 | 1.62 | 1.85 | -1.09 | -0.26 | 4.26 |
| Standard Deviation(%) | NA | 5.01 | 5.92 | 6.87 | 7.58 | NA | NA | … | … | 5.89 | 5.65 | 5.53 | 6.81 | 9.79 | 4.91 | 15.73 | 4.47 | 5.73 | 3.39 | 6.28 | 5.63 | 4.52 | 5.88 | 5.33 | 10.60 | 8.60 | 16.33 | 19.63 | 7.96 | 4.58 |
| Draw Down(%) | NA | 4.48 | 6.93 | 21.54 | 23.77 | NA | NA | … | … | 4.48 | 5.46 | 4.19 | 7.57 | 20.47 | 3.38 | 23.77 | 1.67 | 5.87 | 1.95 | 4.95 | 6.61 | 3.09 | 7.04 | 4.60 | 10.55 | 6.04 | 17.15 | 34.15 | 7.11 | 1.19 |
| Yield(%) | 0.00 | 5.34 | 4.86 | 3.54 | 3.71 | 4.37 | 4.83 | … | … | 1.80 | 5.58 | 4.35 | 3.73 | 2.48 | 3.12 | 2.57 | 3.05 | 3.54 | 3.69 | 3.70 | 6.30 | 4.98 | 4.45 | 3.58 | 3.63 | 4.74 | 5.93 | 4.92 | 5.67 | 2.01 |
Data as of 06/05/2026, Common starting date is 06/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFAX (MFS DIVERSIFIED INCOME FUND A) |
-3.48%
Sep 2019 – Sep 2022 |
0.01%
Sep 2017 – Sep 2022 |
2.81%
Oct 2013 – Oct 2023 |
4.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFAX (MFS DIVERSIFIED INCOME FUND A) |
22.40%
Feb 2009 – Feb 2012 |
16.94%
Feb 2009 – Feb 2014 |
10.69%
Feb 2009 – Feb 2019 |
7.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart