Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRHX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R2) | 0.71% | 3.66% | 8.12% | 4.77% | 4.44% | 4.18% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRHX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R2) | 12/21/2007 | 06/04/2026 |
| 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 (%) | 0.21 | 3.66 | 8.12 | 4.77 | 4.44 | 4.18 | NA | … | … | 0.71 | 10.32 | 9.18 | 8.77 | -5.68 | 3.22 | 4.04 | 12.53 | -0.97 | 5.88 | -3.97 | -2.07 | 2.08 | 7.01 | 11.52 | 0.49 | 3.03 | 18.92 | -20.15 | -0.50 |
| Sharpe Ratio | NA | 0.31 | 1.15 | 0.44 | 0.52 | NA | NA | … | … | -0.34 | 1.61 | 0.64 | 0.94 | -1.04 | 0.86 | 0.37 | 2.83 | -0.60 | 2.37 | -1.09 | -0.36 | 0.47 | 1.39 | 2.74 | 0.06 | 0.43 | 0.96 | -0.95 | NA |
| Standard Deviation(%) | NA | 3.51 | 4.27 | 4.97 | 5.29 | NA | NA | … | … | 4.29 | 4.72 | 4.04 | 4.85 | 6.81 | 3.71 | 10.31 | 3.93 | 3.80 | 2.22 | 3.83 | 5.87 | 4.40 | 5.02 | 4.21 | 7.33 | 6.78 | 19.60 | 22.21 | NA |
| Draw Down(%) | NA | 3.12 | 3.64 | 10.33 | 12.84 | NA | NA | … | … | 3.12 | 3.44 | 3.64 | 2.46 | 9.61 | 2.46 | 12.84 | 2.71 | 4.79 | 1.12 | 5.15 | 7.72 | 2.64 | 5.97 | 2.86 | 5.17 | 7.20 | 20.34 | 29.70 | NA |
| Yield(%) | 0.00 | 0.00 | 0.73 | 0.50 | 0.79 | 1.15 | 1.52 | … | … | 0.00 | 0.00 | 1.34 | 0.85 | 0.07 | 0.22 | 0.00 | 0.71 | 0.14 | 1.87 | 2.38 | 0.62 | 0.71 | 1.22 | 2.74 | 2.77 | 2.23 | 0.00 | 16.06 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DVRHX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R2) |
-2.30%
May 2008 – May 2011 |
-0.09%
Mar 2015 – Mar 2020 |
1.35%
May 2008 – May 2018 |
1.95%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRHX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R2) |
12.25%
Mar 2009 – Mar 2012 |
10.61%
Feb 2009 – Feb 2014 |
5.64%
Feb 2009 – Feb 2019 |
5.19%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart