Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRIX (MFS GLOBAL ALTERNATIVE STRATEGY FUND I) | 0.91% | 4.42% | 8.74% | 5.32% | 4.99% | 4.72% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRIX (MFS GLOBAL ALTERNATIVE STRATEGY FUND I) | 12/19/2007 | 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 (%) | 0.28 | 4.42 | 8.74 | 5.32 | 4.99 | 4.72 | NA | … | … | 0.91 | 9.61 | 9.66 | 9.22 | -5.10 | 3.66 | 4.66 | 13.01 | -0.40 | 6.40 | -3.43 | -1.72 | 2.65 | 7.55 | 12.13 | 1.04 | 3.56 | 19.17 | -19.54 | -0.50 |
| Sharpe Ratio | NA | 0.52 | 1.29 | 0.55 | 0.62 | NA | NA | … | … | -0.22 | 1.49 | 0.75 | 1.03 | -0.95 | 0.99 | 0.43 | 2.92 | -0.46 | 2.61 | -0.94 | -0.30 | 0.60 | 1.50 | 2.88 | 0.14 | 0.51 | 0.97 | -0.92 | -3.63 |
| Standard Deviation(%) | NA | 3.52 | 4.28 | 5.00 | 5.31 | NA | NA | … | … | 4.34 | 4.81 | 4.08 | 4.88 | 6.87 | 3.67 | 10.35 | 3.98 | 3.75 | 2.22 | 3.86 | 5.90 | 4.38 | 5.00 | 4.23 | 7.33 | 6.76 | 19.69 | 22.18 | 5.05 |
| Draw Down(%) | NA | 3.08 | 3.57 | 9.88 | 12.80 | NA | NA | … | … | 3.08 | 3.45 | 3.57 | 2.51 | 9.21 | 2.43 | 12.80 | 2.66 | 4.63 | 0.99 | 4.67 | 7.48 | 2.59 | 5.88 | 2.82 | 4.99 | 7.11 | 20.53 | 29.55 | 1.00 |
| Yield(%) | 0.00 | 1.17 | 1.48 | 1.12 | 1.45 | 1.79 | 1.91 | … | … | 0.00 | 1.25 | 1.78 | 1.24 | 0.57 | 0.62 | 0.67 | 1.28 | 1.10 | 2.26 | 2.71 | 1.12 | 1.12 | 1.53 | 3.12 | 3.29 | 2.65 | 0.00 | 16.06 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRIX (MFS GLOBAL ALTERNATIVE STRATEGY FUND I) |
-1.82%
May 2008 – May 2011 |
0.43%
Mar 2015 – Mar 2020 |
1.86%
May 2008 – May 2018 |
2.46%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRIX (MFS GLOBAL ALTERNATIVE STRATEGY FUND I) |
12.85%
Mar 2009 – Mar 2012 |
11.12%
Feb 2009 – Feb 2014 |
6.16%
Feb 2009 – Feb 2019 |
5.73%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart