Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIFIX (MFS DIVERSIFIED INCOME FUND I) | 4.50% | 11.00% | 8.96% | 2.92% | 4.69% | 5.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIFIX (MFS DIVERSIFIED INCOME FUND I) | 06/14/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 11.00 | 8.96 | 2.92 | 4.69 | 5.43 | NA | … | … | 4.50 | 9.78 | 5.31 | 9.58 | -14.15 | 7.41 | 2.17 | 17.38 | -3.70 | 8.96 | 8.78 | -1.90 | 10.01 | 7.89 | 13.43 | 5.37 | 13.66 | 30.59 | -20.05 | 1.40 | 12.15 |
| Sharpe Ratio | NA | 1.82 | 1.04 | 0.08 | 0.41 | NA | NA | … | … | 1.52 | 1.21 | 0.30 | 0.87 | -1.59 | 1.48 | 0.12 | 3.54 | -0.88 | 2.42 | 1.36 | -0.34 | 2.21 | 1.35 | 2.47 | 0.50 | 1.59 | 1.86 | -1.06 | -0.22 | 4.28 |
| Standard Deviation(%) | NA | 5.01 | 5.96 | 6.90 | 7.59 | NA | NA | … | … | 5.82 | 5.74 | 5.56 | 6.85 | 9.81 | 4.97 | 15.71 | 4.49 | 5.77 | 3.45 | 6.27 | 5.66 | 4.53 | 5.83 | 5.46 | 10.60 | 8.54 | 16.37 | 19.70 | 7.96 | 4.61 |
| Draw Down(%) | NA | 4.48 | 6.98 | 21.27 | 23.69 | NA | NA | … | … | 4.48 | 5.36 | 4.15 | 7.53 | 20.26 | 3.32 | 23.69 | 1.59 | 5.79 | 1.87 | 4.94 | 6.50 | 3.07 | 7.02 | 4.58 | 10.50 | 6.20 | 17.10 | 34.11 | 7.06 | 1.19 |
| Yield(%) | 0.00 | 5.61 | 5.12 | 3.77 | 3.97 | 4.66 | 5.10 | … | … | 1.89 | 5.87 | 4.58 | 3.94 | 2.69 | 3.39 | 2.82 | 3.30 | 3.78 | 3.99 | 3.98 | 6.57 | 5.28 | 4.72 | 3.80 | 3.86 | 4.48 | 6.21 | 5.22 | 6.00 | 2.12 |
Data as of 06/04/2026, Common starting date is 06/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFIX (MFS DIVERSIFIED INCOME FUND I) |
-3.23%
Sep 2019 – Sep 2022 |
0.28%
Sep 2017 – Sep 2022 |
3.08%
Oct 2013 – Oct 2023 |
4.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIFIX (MFS DIVERSIFIED INCOME FUND I) |
22.50%
Feb 2009 – Feb 2012 |
17.11%
Feb 2009 – Feb 2014 |
10.92%
Feb 2009 – Feb 2019 |
8.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart