Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFGX (MFS DIVERSIFIED INCOME FUND R4) | 4.16% | 10.64% | 8.82% | 2.78% | 4.65% | 5.41% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFGX (MFS DIVERSIFIED INCOME FUND R4) | 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 (%) | -0.39 | 10.64 | 8.82 | 2.78 | 4.65 | 5.41 | NA | … | … | 4.16 | 9.69 | 5.41 | 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 | 1.81 | 1.05 | 0.08 | 0.42 | NA | NA | … | … | 1.52 | 1.20 | 0.33 | 0.86 | -1.60 | 1.51 | 0.12 | 3.59 | -0.89 | 2.46 | 1.38 | -0.34 | 2.17 | 1.34 | 2.47 | 0.51 | 1.58 | 1.87 | -1.22 |
| Standard Deviation(%) | NA | 5.09 | 5.95 | 6.88 | 7.55 | NA | NA | … | … | 5.93 | 5.72 | 5.50 | 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 | 4.48 | 6.98 | 21.33 | 23.68 | NA | NA | … | … | 4.48 | 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 | 5.61 | 5.12 | 3.76 | 3.97 | 4.66 | 4.59 | … | … | 1.89 | 5.87 | 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 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 |
|---|---|---|---|---|
| DIFGX (MFS DIVERSIFIED INCOME FUND R4) |
-3.20%
Sep 2019 – Sep 2022 |
0.28%
Sep 2017 – Sep 2022 |
3.08%
Oct 2013 – Oct 2023 |
5.29%
Mar 2011 – Mar 2026 |
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