Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFHX (MFS DIVERSIFIED INCOME FUND R6) | 4.53% | 10.99% | 9.02% | 3.68% | 5.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFHX (MFS DIVERSIFIED INCOME FUND R6) | 07/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 10.99 | 9.02 | 3.68 | 5.14 | NA | NA | … | … | 4.53 | 9.74 | 5.49 | 9.59 | -12.93 | 9.70 | 2.53 | 17.81 | -3.63 | 9.06 | 8.54 | -1.83 | 10.08 | 7.95 | 4.91 |
| Sharpe Ratio | NA | 1.83 | 1.06 | 0.20 | 0.47 | NA | NA | … | … | 1.55 | 1.19 | 0.34 | 0.88 | -1.47 | 2.10 | 0.14 | 3.65 | -0.87 | 2.48 | 1.32 | -0.33 | 2.21 | 1.35 | 2.32 |
| Standard Deviation(%) | NA | 5.08 | 5.96 | 6.85 | 7.57 | NA | NA | … | … | 5.91 | 5.77 | 5.54 | 6.81 | 9.80 | 4.62 | 15.69 | 4.48 | 5.79 | 3.40 | 6.30 | 5.57 | 4.54 | 5.86 | 4.43 |
| Draw Down(%) | NA | 4.40 | 6.88 | 19.22 | 23.74 | NA | NA | … | … | 4.40 | 5.44 | 4.13 | 7.38 | 19.22 | 2.97 | 23.74 | 1.48 | 6.04 | 1.87 | 4.92 | 6.47 | 3.06 | 7.02 | 2.89 |
| Yield(%) | 0.00 | 5.69 | 5.20 | 4.46 | 4.44 | 4.56 | 3.42 | … | … | 1.92 | 5.93 | 4.67 | 4.05 | 3.91 | 5.53 | 3.14 | 3.70 | 3.85 | 4.09 | 3.73 | 6.64 | 5.35 | 4.78 | 1.59 |
Data as of 06/04/2026, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFHX (MFS DIVERSIFIED INCOME FUND R6) |
-2.00%
Sep 2019 – Sep 2022 |
1.11%
Sep 2017 – Sep 2022 |
3.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFHX (MFS DIVERSIFIED INCOME FUND R6) |
10.01%
Sep 2022 – Sep 2025 |
7.00%
Feb 2016 – Feb 2021 |
5.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart