Nasdaq - Delayed Quote USD
MFS Diversified Income Fund (DIFAX)
12.17
+0.06
+(0.50%)
As of 8:05:36 AM EDT. Market Open.
Fund Summary
The fund normally invests its assets primarily in a broad range of debt instruments and equity securities of U.S. and foreign issuers, including real estate-related investments and emerging market securities. MFS focuses the fund’s debt investments on investment grade quality corporate bonds, U.S. government securities, below investment grade quality debt instruments of developed market issuers, and debt instruments of emerging market issuers. MFS may invest up to 100% of these investments in below investment grade quality debt instruments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.38% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.05% |
| 5y Average Return | 5.05% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DIFAX | Category Average | DIFAX | Category Average | DIFAX | Category Average | |
| Alpha | -2.55 | -- | -1.77 | -- | -1.38 | -- |
| BETA | 0.82 | -- | 0.78 | -- | 0.79 | -- |
| Mean Annual Return | 0.32 | -- | 0.42 | -- | 0.34 | -- |
| R-squared | 96.03 | -- | 93.87 | -- | 88.63 | -- |
| Standard Deviation | 10.04 | -- | 9.02 | -- | 8.44 | -- |
| Sharpe Ratio | -0.07 | -- | 0.24 | -- | 0.25 | -- |
| Treynor Ratio | -1.55 | -- | 2.37 | -- | 2.26 | -- |
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