MFS Diversified Fundamental Relationships

DIFDX -- USA Fund  

USD 13.10  0.03  0.23%

The Drivers Module shows relationships between MFS Diversified's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of MFS Diversified Income Fund Cla over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities

MFS Diversified Income Ten Year Return vs. Price to Book Fundamental Analysis

MFS Diversified Income Fund Cla is rated below average in price to book among similar funds. It is rated # 5 fund in ten year return among similar funds reporting about  3.29  of Ten Year Return per Price to Book.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is accounting value of assets minus liabilities.
MFS Diversified 
P/B 
 = 
MV Per Share 
BV Per Share 
=
1.80 
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.
MFS Diversified 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
5.93 
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.

MFS Diversified Ten Year Return Comparison

  Ten Year Return 
      MFS Diversified Comparables 
MFS Diversified is currently under evaluation in ten year return among similar funds.

MFS Diversified Fundamental Comparison

Search macroaxis.com