Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DIFGX (MFS DIVERSIFIED INCOME FUND R4) | 3.98% | 6.54% | 6.10% | 3.64% | 3.94% | 5.76% | NA | 5.75% |
Data as of 07/10/2025, AR inception is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFGX (MFS DIVERSIFIED INCOME FUND R4) | 07/03/2008 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 6.54 | 6.10 | 3.64 | 3.94 | 5.76 | NA | 5.75 | 3.98 | 4.93 | 9.48 | -14.14 | 7.49 | 2.18 | 17.38 | -3.70 | 8.87 | 8.87 | -1.90 | 9.91 | 7.97 | 13.43 | 5.47 | 13.67 | 30.62 | -17.44 |
| Sharpe Ratio | NA | 0.72 | 0.39 | 0.23 | 0.33 | NA | NA | 0.52 | 0.84 | -0.30 | 0.77 | -1.59 | 1.51 | 0.12 | 3.61 | -0.88 | 2.47 | 1.38 | -0.34 | 2.17 | 1.34 | 2.47 | 0.51 | 1.58 | 1.87 | -1.22 |
| Standard Deviation(%) | NA | 5.96 | 6.95 | 6.86 | 7.67 | NA | NA | 9.38 | 6.65 | 5.47 | 6.81 | 9.77 | 4.96 | 15.61 | 4.43 | 5.71 | 3.35 | 6.28 | 5.69 | 4.57 | 5.91 | 5.46 | 10.62 | 8.60 | 16.31 | 26.80 |
| Draw Down(%) | NA | 5.72 | 10.93 | 21.33 | 23.68 | NA | NA | 32.05 | 5.44 | 4.15 | 7.44 | 20.32 | 3.31 | 23.68 | 1.59 | 5.79 | 1.95 | 4.94 | 6.57 | 3.07 | 7.09 | 4.58 | 10.59 | 6.30 | 17.13 | 31.67 |
| Yield(%) | 0.00 | 4.27 | 3.95 | 3.57 | 3.87 | 4.95 | 4.21 | 4.95 | 1.71 | 4.59 | 3.94 | 2.68 | 3.39 | 2.82 | 3.30 | 3.78 | 3.99 | 3.98 | 6.57 | 5.28 | 4.72 | 3.81 | 3.86 | 4.48 | 6.22 | 2.86 |
Data as of 07/10/2025, AR inception is 07/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFGX (MFS DIVERSIFIED INCOME FUND R4) |
-3.20%
Sep 2019 - Sep 2022 |
0.28%
Sep 2017 - Sep 2022 |
3.08%
Oct 2013 - Oct 2023 |
5.38%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFGX (MFS DIVERSIFIED INCOME FUND R4) |
22.50%
Feb 2009 - Feb 2012 |
17.11%
Feb 2009 - Feb 2014 |
10.93%
Feb 2009 - Feb 2019 |
8.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart