Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFCX (MFS DIVERSIFIED INCOME FUND C) | 3.81% | 9.67% | 7.79% | 1.80% | 3.64% | 4.37% | 4.75% | … | … |
Data as of 06/05/2026, Common starting date is 05/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFCX (MFS DIVERSIFIED INCOME FUND C) | 05/30/2006 | 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 | 9.67 | 7.79 | 1.80 | 3.64 | 4.37 | 4.75 | … | … | 3.81 | 8.61 | 4.29 | 8.55 | -14.95 | 6.41 | 1.15 | 16.24 | -4.54 | 7.75 | 7.79 | -2.92 | 8.78 | 6.80 | 12.46 | 4.36 | 12.66 | 29.34 | -20.90 | 0.39 | 10.59 |
| Sharpe Ratio | NA | 1.64 | 0.88 | -0.06 | 0.28 | NA | NA | … | … | 1.40 | 1.02 | 0.12 | 0.73 | -1.68 | 1.30 | 0.06 | 3.33 | -1.05 | 2.15 | 1.22 | -0.52 | 1.94 | 1.15 | 2.34 | 0.41 | 1.47 | 1.79 | -1.10 | -0.35 | 3.18 |
| Standard Deviation(%) | NA | 4.89 | 5.89 | 6.83 | 7.52 | NA | NA | … | … | 5.79 | 5.61 | 5.50 | 6.78 | 9.75 | 4.91 | 15.62 | 4.43 | 5.64 | 3.30 | 6.20 | 5.63 | 4.52 | 5.89 | 5.33 | 10.52 | 8.55 | 16.36 | 19.79 | 7.92 | 4.73 |
| Draw Down(%) | NA | 4.48 | 7.13 | 22.08 | 23.76 | NA | NA | … | … | 4.48 | 5.45 | 4.31 | 8.03 | 20.81 | 3.57 | 23.76 | 1.60 | 6.44 | 1.95 | 5.02 | 6.99 | 3.16 | 7.10 | 4.75 | 10.81 | 6.28 | 17.26 | 34.44 | 7.22 | 2.19 |
| Yield(%) | 0.00 | 4.62 | 4.08 | 2.90 | 2.96 | 3.55 | 3.89 | … | … | 1.54 | 4.78 | 3.60 | 3.00 | 1.87 | 2.35 | 1.87 | 2.31 | 2.86 | 2.92 | 2.93 | 5.55 | 4.19 | 3.69 | 2.79 | 2.88 | 3.56 | 5.15 | 4.26 | 5.01 | 1.68 |
Data as of 06/05/2026, Common starting date is 05/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFCX (MFS DIVERSIFIED INCOME FUND C) |
-4.15%
Sep 2019 – Sep 2022 |
-0.69%
Sep 2017 – Sep 2022 |
2.07%
Oct 2013 – Oct 2023 |
3.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFCX (MFS DIVERSIFIED INCOME FUND C) |
21.31%
Feb 2009 – Feb 2012 |
15.98%
Feb 2009 – Feb 2014 |
9.83%
Feb 2009 – Feb 2019 |
7.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart