Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRAX (MFS GLOBAL ALTERNATIVE STRATEGY FUND A) | 0.14% | 3.40% | 8.43% | 4.92% | 4.67% | 4.43% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRAX (MFS GLOBAL ALTERNATIVE STRATEGY FUND A) | 12/21/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 3.40 | 8.43 | 4.92 | 4.67 | 4.43 | NA | … | … | 0.14 | 10.60 | 9.45 | 8.95 | -5.45 | 3.43 | 4.42 | 12.81 | -0.71 | 6.18 | -3.72 | -1.87 | 2.35 | 7.31 | 11.83 | 0.71 | 3.26 | 19.00 | -19.90 | -0.50 |
| Sharpe Ratio | NA | 0.19 | 1.16 | 0.48 | 0.56 | NA | NA | … | … | -0.49 | 1.62 | 1.46 | 1.11 | -1.01 | 0.92 | 0.40 | 2.82 | -0.55 | 2.54 | -0.99 | -0.32 | 0.54 | 1.44 | 2.84 | 0.09 | 0.47 | 0.96 | -0.94 | NA |
| Standard Deviation(%) | NA | 3.61 | 4.30 | 5.00 | 5.32 | NA | NA | … | … | 4.45 | 4.78 | 3.98 | 4.82 | 6.87 | 3.71 | 10.31 | 4.03 | 3.80 | 2.19 | 3.97 | 5.90 | 4.35 | 5.05 | 4.18 | 7.35 | 6.75 | 19.70 | 22.20 | NA |
| Draw Down(%) | NA | 3.17 | 3.60 | 10.09 | 12.79 | NA | NA | … | … | 3.17 | 3.47 | 3.60 | 2.44 | 9.42 | 2.53 | 12.79 | 2.68 | 4.77 | 1.06 | 4.91 | 7.55 | 2.61 | 5.92 | 2.85 | 5.13 | 7.16 | 20.50 | 29.68 | NA |
| Yield(%) | 0.00 | 0.87 | 1.20 | 0.85 | 1.14 | 1.48 | 1.71 | … | … | 0.00 | 0.93 | 1.51 | 1.02 | 0.32 | 0.37 | 0.41 | 1.01 | 0.79 | 1.90 | 2.37 | 0.90 | 0.90 | 1.35 | 2.88 | 2.97 | 2.35 | 0.00 | 16.06 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRAX (MFS GLOBAL ALTERNATIVE STRATEGY FUND A) |
-2.09%
May 2008 – May 2011 |
0.17%
Mar 2015 – Mar 2020 |
1.59%
May 2008 – May 2018 |
2.20%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRAX (MFS GLOBAL ALTERNATIVE STRATEGY FUND A) |
12.50%
Mar 2009 – Mar 2012 |
10.81%
Feb 2009 – Feb 2014 |
5.88%
Feb 2009 – Feb 2019 |
5.46%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart