Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRFX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R1) | -0.52% | 2.27% | 7.44% | 3.99% | 3.83% | 3.63% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRFX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R1) | 12/21/2007 | 06/10/2026 |
| 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 (%) | -0.59 | 2.27 | 7.44 | 3.99 | 3.83 | 3.63 | NA | … | … | -0.52 | 9.77 | 8.65 | 8.14 | -6.08 | 2.62 | 3.66 | 11.88 | -1.44 | 5.45 | -4.49 | -2.58 | 1.58 | 6.52 | 10.96 | -0.08 | 2.54 | 18.10 | -20.40 | -0.50 |
| Sharpe Ratio | NA | -0.02 | 0.98 | 0.32 | 0.42 | NA | NA | … | … | -0.64 | 1.48 | 0.52 | 0.82 | -1.10 | 0.69 | 0.33 | 2.65 | -0.74 | 2.24 | -1.23 | -0.44 | 0.36 | 1.30 | 2.62 | -0.02 | 0.36 | 0.92 | -0.96 | NA |
| Standard Deviation(%) | NA | 3.63 | 4.29 | 4.98 | 5.29 | NA | NA | … | … | 4.46 | 4.75 | 4.00 | 4.80 | 6.81 | 3.78 | 10.27 | 3.96 | 3.72 | 2.16 | 3.83 | 5.92 | 4.36 | 4.97 | 4.20 | 7.30 | 6.83 | 19.67 | 22.22 | NA |
| Draw Down(%) | NA | 3.24 | 3.69 | 10.90 | 12.82 | NA | NA | … | … | 3.24 | 3.47 | 3.69 | 2.45 | 9.96 | 2.52 | 12.82 | 2.67 | 4.82 | 1.33 | 5.62 | 7.91 | 2.68 | 6.05 | 3.01 | 5.45 | 7.29 | 20.66 | 29.91 | NA |
| Yield(%) | 0.00 | 0.23 | 0.49 | 0.29 | 0.53 | 0.78 | 1.29 | … | … | 0.00 | 0.24 | 0.82 | 0.36 | 0.00 | 0.00 | 0.00 | 0.27 | 0.00 | 1.37 | 2.04 | 0.24 | 0.20 | 0.66 | 2.07 | 2.45 | 1.73 | 0.00 | 16.06 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| DVRFX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R1) |
-2.78%
May 2008 – May 2011 |
-0.59%
Mar 2015 – Mar 2020 |
0.85%
May 2008 – May 2018 |
1.44%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRFX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R1) |
11.70%
Mar 2009 – Mar 2012 |
10.01%
Feb 2009 – Feb 2014 |
5.10%
Feb 2009 – Feb 2019 |
4.67%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart