Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFEX (MFS DIVERSIFIED INCOME FUND R2) | 3.97% | 10.16% | 8.28% | 2.30% | 4.13% | 4.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFEX (MFS DIVERSIFIED INCOME FUND R2) | 07/03/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 10.16 | 8.28 | 2.30 | 4.13 | 4.89 | NA | … | … | 3.97 | 9.14 | 4.81 | 9.12 | -14.55 | 6.92 | 1.64 | 16.76 | -4.08 | 8.26 | 8.35 | -2.44 | 9.33 | 7.37 | 13.06 | 4.90 | 13.28 | 30.00 | -17.68 |
| Sharpe Ratio | NA | 1.51 | 0.85 | -0.03 | 0.33 | NA | NA | … | … | 1.24 | 1.10 | 0.22 | 0.81 | -1.63 | 1.40 | 0.09 | 3.46 | -0.97 | 2.30 | 1.32 | -0.43 | 2.07 | 1.25 | 2.42 | 0.46 | 1.54 | 1.83 | -1.24 |
| Standard Deviation(%) | NA | 4.96 | 5.91 | 6.88 | 7.55 | NA | NA | … | … | 5.67 | 5.69 | 5.52 | 6.83 | 9.84 | 4.94 | 15.65 | 4.42 | 5.65 | 3.32 | 6.18 | 5.68 | 4.50 | 5.86 | 5.42 | 10.64 | 8.59 | 16.38 | 26.57 |
| Draw Down(%) | NA | 4.48 | 6.96 | 21.69 | 23.73 | NA | NA | … | … | 4.48 | 5.41 | 4.23 | 7.70 | 20.54 | 3.44 | 23.73 | 1.59 | 6.04 | 1.95 | 4.97 | 6.80 | 3.12 | 7.06 | 4.62 | 10.61 | 6.24 | 17.19 | 31.77 |
| Yield(%) | 0.00 | 5.07 | 4.59 | 3.33 | 3.45 | 4.10 | 4.06 | … | … | 1.70 | 5.28 | 4.09 | 3.52 | 2.28 | 2.84 | 2.32 | 2.81 | 3.32 | 3.41 | 3.47 | 6.04 | 4.72 | 4.23 | 3.36 | 3.41 | 4.02 | 5.68 | 2.63 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DIFEX (MFS DIVERSIFIED INCOME FUND R2) |
-3.70%
Sep 2019 – Sep 2022 |
-0.22%
Sep 2017 – Sep 2022 |
2.57%
Oct 2013 – Oct 2023 |
4.78%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFEX (MFS DIVERSIFIED INCOME FUND R2) |
21.96%
Feb 2009 – Feb 2012 |
16.59%
Feb 2009 – Feb 2014 |
10.40%
Feb 2009 – Feb 2019 |
7.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart