Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFFX (MFS DIVERSIFIED INCOME FUND R3) | 4.39% | 10.60% | 8.69% | 2.68% | 4.42% | 5.17% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFFX (MFS DIVERSIFIED INCOME FUND R3) | 07/03/2008 | 06/04/2026 |
| 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 (%) | -0.16 | 10.60 | 8.69 | 2.68 | 4.42 | 5.17 | NA | … | … | 4.39 | 9.45 | 5.07 | 9.34 | -14.34 | 7.20 | 1.91 | 17.11 | -3.94 | 8.55 | 8.58 | -2.17 | 9.69 | 7.50 | 13.29 | 5.23 | 13.42 | 30.26 | -17.55 |
| Sharpe Ratio | NA | 1.77 | 1.00 | 0.05 | 0.38 | NA | NA | … | … | 1.50 | 1.16 | 0.26 | 0.84 | -1.62 | 1.45 | 0.11 | 3.52 | -0.94 | 2.36 | 1.33 | -0.39 | 2.15 | 1.27 | 2.48 | 0.49 | 1.55 | 1.85 | -1.23 |
| Standard Deviation(%) | NA | 5.02 | 5.95 | 6.88 | 7.56 | NA | NA | … | … | 5.87 | 5.69 | 5.55 | 6.82 | 9.79 | 4.96 | 15.65 | 4.44 | 5.69 | 3.35 | 6.27 | 5.67 | 4.51 | 5.90 | 5.39 | 10.64 | 8.59 | 16.27 | 26.74 |
| Draw Down(%) | NA | 4.48 | 7.01 | 21.54 | 23.69 | NA | NA | … | … | 4.48 | 5.38 | 4.18 | 7.57 | 20.47 | 3.38 | 23.69 | 1.59 | 5.87 | 1.95 | 4.95 | 6.68 | 3.09 | 7.12 | 4.68 | 10.64 | 6.32 | 17.04 | 31.71 |
| Yield(%) | 0.00 | 5.33 | 4.86 | 3.56 | 3.71 | 4.37 | 4.31 | … | … | 1.80 | 5.58 | 4.35 | 3.73 | 2.48 | 3.12 | 2.57 | 3.05 | 3.53 | 3.69 | 3.70 | 6.30 | 4.98 | 4.44 | 3.58 | 3.63 | 4.25 | 5.93 | 2.74 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DIFFX (MFS DIVERSIFIED INCOME FUND R3) |
-3.48%
Sep 2019 – Sep 2022 |
0.01%
Sep 2017 – Sep 2022 |
2.82%
Oct 2013 – Oct 2023 |
5.03%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFFX (MFS DIVERSIFIED INCOME FUND R3) |
22.22%
Feb 2009 – Feb 2012 |
16.83%
Feb 2009 – Feb 2014 |
10.65%
Feb 2009 – Feb 2019 |
7.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart