Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRBX (MFS GLOBAL ALTERNATIVE STRATEGY FUND B) | 0.07% | 3.19% | 7.52% | 4.25% | 3.88% | 3.63% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRBX (MFS GLOBAL ALTERNATIVE STRATEGY FUND B) | 12/21/2007 | 06/03/2026 |
| 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 (%) | 0.00 | 3.19 | 7.52 | 4.25 | 3.88 | 3.63 | NA | … | … | 0.07 | 9.72 | 8.65 | 8.16 | -6.10 | 2.68 | 3.52 | 11.93 | -1.43 | 5.41 | -4.45 | -2.66 | 1.66 | 6.46 | 10.98 | -0.06 | 2.56 | 18.07 | -20.31 | -0.50 |
| Sharpe Ratio | NA | 0.22 | 1.04 | 0.34 | 0.42 | NA | NA | … | … | -0.50 | 1.45 | 1.28 | 0.95 | -1.11 | 0.74 | 0.32 | 2.58 | -0.75 | 2.23 | -1.23 | -0.45 | 0.38 | 1.28 | 2.66 | -0.01 | 0.36 | 0.91 | -0.95 | NA |
| Standard Deviation(%) | NA | 3.51 | 4.24 | 4.95 | 5.27 | NA | NA | … | … | 4.33 | 4.73 | 3.93 | 4.79 | 6.83 | 3.62 | 10.25 | 4.05 | 3.75 | 2.14 | 3.79 | 6.00 | 4.38 | 5.03 | 4.14 | 7.30 | 6.85 | 19.67 | 22.29 | NA |
| Draw Down(%) | NA | 3.17 | 3.63 | 10.86 | 12.85 | NA | NA | … | … | 3.17 | 3.48 | 3.63 | 2.43 | 9.93 | 2.50 | 12.85 | 2.74 | 4.87 | 1.21 | 5.59 | 7.88 | 2.67 | 5.93 | 2.99 | 5.43 | 7.28 | 20.63 | 29.83 | NA |
| Yield(%) | 0.00 | 0.00 | 0.06 | 0.03 | 0.31 | 0.61 | 1.19 | … | … | 0.00 | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 1.16 | 1.65 | 0.25 | 0.19 | 0.73 | 2.26 | 2.14 | 1.53 | 0.00 | 16.06 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| DVRBX (MFS GLOBAL ALTERNATIVE STRATEGY FUND B) |
-2.77%
May 2008 – May 2011 |
-0.60%
Mar 2015 – Mar 2020 |
0.85%
May 2008 – May 2018 |
1.45%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRBX (MFS GLOBAL ALTERNATIVE STRATEGY FUND B) |
11.69%
Mar 2009 – Mar 2012 |
10.00%
Feb 2009 – Feb 2014 |
5.10%
Feb 2009 – Feb 2019 |
4.67%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart