Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFDX (MFS DIVERSIFIED INCOME FUND R1) | 3.89% | 9.95% | 7.79% | 1.93% | 3.66% | 4.34% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFDX (MFS DIVERSIFIED INCOME FUND R1) | 07/03/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 9.95 | 7.79 | 1.93 | 3.66 | 4.34 | NA | … | … | 3.89 | 8.62 | 4.29 | 8.46 | -14.88 | 6.41 | 1.15 | 16.25 | -4.55 | 7.83 | 7.70 | -2.92 | 8.79 | 6.81 | 12.36 | 4.36 | 12.77 | 29.21 | -17.78 |
| Sharpe Ratio | NA | 1.62 | 0.87 | -0.06 | 0.28 | NA | NA | … | … | 1.40 | 1.01 | 0.12 | 0.72 | -1.66 | 1.29 | 0.06 | 3.34 | -1.05 | 2.19 | 1.21 | -0.53 | 1.97 | 1.16 | 2.31 | 0.41 | 1.48 | 1.79 | -1.25 |
| Standard Deviation(%) | NA | 4.96 | 5.88 | 6.86 | 7.56 | NA | NA | … | … | 5.79 | 5.67 | 5.45 | 6.74 | 9.84 | 4.96 | 15.76 | 4.43 | 5.67 | 3.28 | 6.17 | 5.61 | 4.45 | 5.85 | 5.38 | 10.56 | 8.56 | 16.25 | 26.60 |
| Draw Down(%) | NA | 4.40 | 7.05 | 22.10 | 23.78 | NA | NA | … | … | 4.40 | 5.53 | 4.31 | 8.03 | 20.82 | 3.57 | 23.78 | 1.60 | 6.45 | 1.88 | 5.02 | 6.92 | 3.16 | 7.11 | 4.75 | 10.73 | 6.28 | 17.26 | 31.84 |
| Yield(%) | 0.00 | 4.63 | 4.08 | 2.91 | 2.96 | 3.53 | 3.53 | … | … | 1.54 | 4.79 | 3.60 | 3.00 | 1.87 | 2.34 | 1.87 | 2.30 | 2.86 | 2.91 | 2.93 | 5.56 | 4.20 | 3.69 | 2.79 | 2.88 | 3.55 | 5.15 | 2.40 |
Data as of 06/03/2026, Common starting date is 07/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFDX (MFS DIVERSIFIED INCOME FUND R1) |
-4.18%
Sep 2019 – Sep 2022 |
-0.69%
Sep 2017 – Sep 2022 |
2.07%
Oct 2013 – Oct 2023 |
4.25%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFDX (MFS DIVERSIFIED INCOME FUND R1) |
21.37%
Feb 2009 – Feb 2012 |
16.01%
Feb 2009 – Feb 2014 |
9.84%
Feb 2009 – Feb 2019 |
7.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart