Nasdaq - Delayed Quote USD

MFS Diversified Income Fund (DIFGX)

12.09
+0.01
+(0.08%)
At close: May 23 at 8:00:35 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.01%
5y Average Return 4.78%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (May 22, 2025) 17.67%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 17.67%
Worst 3Y Total Return -0.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DIFGX
Category
YTD
1.85%
0.00%
1-Month
-0.24%
0.00%
3-Month
0.75%
0.00%
1-Year
8.22%
0.00%
3-Year
3.68%
0.00%
5-Year
4.95%
0.00%
10-Year
4.05%
0.00%
Last Bull Market
9.01%
0.00%
Last Bear Market
-10.06%
0.00%

Annual Total Return (%) History

Year
DIFGX
Category
2025
--
--
2024
5.40%
--
2023
9.50%
--
2022
-12.79%
--
2021
9.57%
--
2020
2.41%
--
2019
17.67%
--
2018
-3.45%
--

2017
8.82%
--
2016
8.85%
--
2015
-1.94%
--
2014
9.87%
--
2013
7.96%
--
2012
13.47%
--
2011
5.49%
--
2010
14.09%
--
2009
30.59%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.10% -- -- --
2024 1.89% 0.31% 6.56% -3.24%
2023 2.80% 0.91% -2.91% 8.72%
2022 -4.35% -10.06% -4.87% 6.56%
2021 1.59% 4.22% -0.18% 3.68%
2020 -13.31% 8.62% 2.37% 6.24%
2019 8.29% 2.92% 3.00% 2.50%
2018 -2.47% 1.10% 1.80% -3.82%
2017 2.73% 2.11% 2.34% 1.36%
2016 3.43% 3.81% 2.48% -1.08%

2015 1.99% -1.53% -3.75% 1.45%
2014 3.45% 3.74% -0.95% 3.35%
2013 4.10% -0.91% 1.11% 3.51%
2012 6.52% 0.63% 4.04% 1.74%
2011 4.18% 1.79% -7.69% 7.76%
2010 4.84% -2.42% 7.54% 3.70%
2009 -7.09% 15.82% 15.90% 4.71%
2008 -15.02% -- -- --

Rank in Category (By Total Return)

YTD 24
1-Month 80
3-Month 16
1-Year 51
3-Year 82
5-Year 63

Load Adjusted Returns

1-Year 8.22%
3-Year 3.68%
5-Year 4.95%
10-Year 4.05%

Performance & Risk

YTD Return 2.01%
5y Average Return 4.78%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category --
Fund Family MFS
Net Assets 1.93B
YTD Return 1.85%
Yield 4.95%
Morningstar Rating
Inception Date Jul 01, 2008

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.

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