Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRJX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R3) | 0.21% | 3.39% | 8.25% | 4.93% | 4.66% | 4.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRJX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R3) | 12/21/2007 | 06/05/2026 |
| 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 | 3.39 | 8.25 | 4.93 | 4.66 | 4.40 | NA | … | … | 0.21 | 9.94 | 9.46 | 8.92 | -5.36 | 3.42 | 4.36 | 12.82 | -0.73 | 6.23 | -3.80 | -1.94 | 2.40 | 7.25 | 11.88 | 0.68 | 3.32 | 18.98 | -19.81 | -0.50 |
| Sharpe Ratio | NA | 0.21 | 1.16 | 0.48 | 0.56 | NA | NA | … | … | -0.45 | 1.50 | 0.71 | 0.97 | -0.99 | 0.91 | 0.40 | 2.90 | -0.54 | 2.53 | -1.03 | -0.33 | 0.55 | 1.47 | 2.82 | 0.09 | 0.47 | 0.96 | -0.93 | NA |
| Standard Deviation(%) | NA | 3.60 | 4.31 | 5.00 | 5.32 | NA | NA | … | … | 4.45 | 4.79 | 4.04 | 4.83 | 6.84 | 3.75 | 10.33 | 3.94 | 3.81 | 2.23 | 3.91 | 5.95 | 4.32 | 4.90 | 4.22 | 7.36 | 6.82 | 19.68 | 22.17 | NA |
| Draw Down(%) | NA | 3.16 | 3.59 | 10.09 | 12.87 | NA | NA | … | … | 3.16 | 3.46 | 3.59 | 2.43 | 9.41 | 2.44 | 12.87 | 2.68 | 4.69 | 0.99 | 4.97 | 7.63 | 2.61 | 5.93 | 2.85 | 5.03 | 7.15 | 20.48 | 29.60 | NA |
| Yield(%) | 0.00 | 0.87 | 1.18 | 0.81 | 1.16 | 1.44 | 1.70 | … | … | 0.00 | 0.93 | 1.47 | 1.01 | 0.15 | 0.36 | 0.35 | 1.03 | 0.87 | 2.07 | 2.65 | 0.35 | 0.76 | 1.29 | 2.93 | 3.06 | 2.41 | 0.00 | 16.06 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DVRJX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R3) |
-2.04%
May 2008 – May 2011 |
0.17%
Mar 2015 – Mar 2020 |
1.60%
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 |
|---|---|---|---|---|
| DVRJX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R3) |
12.50%
Mar 2009 – Mar 2012 |
10.80%
Feb 2009 – Feb 2014 |
5.87%
Feb 2009 – Feb 2019 |
5.45%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart