Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRKX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R4) | 0.84% | 4.39% | 8.74% | 5.31% | 4.99% | 4.67% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRKX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R4) | 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 (%) | 0.21 | 4.39 | 8.74 | 5.31 | 4.99 | 4.67 | NA | … | … | 0.84 | 9.89 | 9.72 | 9.19 | -5.12 | 3.66 | 4.68 | 13.06 | -0.50 | 6.45 | -3.43 | -2.18 | 2.62 | 7.62 | 12.11 | 0.93 | 3.55 | 19.58 | -19.73 | -0.50 |
| Sharpe Ratio | NA | 0.52 | 1.29 | 0.55 | 0.62 | NA | NA | … | … | -0.27 | 1.48 | 0.77 | 1.04 | -0.95 | 1.00 | 0.43 | 2.92 | -0.48 | 2.64 | -0.95 | -0.37 | 0.61 | 1.51 | 2.89 | 0.12 | 0.51 | 1.00 | -0.93 | -3.63 |
| Standard Deviation(%) | NA | 3.49 | 4.27 | 4.97 | 5.30 | NA | NA | … | … | 4.24 | 4.82 | 4.05 | 4.80 | 6.83 | 3.64 | 10.39 | 3.99 | 3.76 | 2.21 | 3.81 | 5.93 | 4.29 | 5.04 | 4.20 | 7.24 | 6.82 | 19.59 | 22.23 | 5.05 |
| Draw Down(%) | NA | 3.14 | 3.56 | 9.85 | 12.85 | NA | NA | … | … | 3.14 | 3.44 | 3.56 | 2.42 | 9.18 | 2.42 | 12.85 | 2.66 | 4.71 | 0.93 | 4.66 | 7.93 | 2.59 | 5.88 | 2.82 | 5.10 | 7.00 | 20.21 | 29.55 | 1.00 |
| Yield(%) | 0.00 | 1.15 | 1.44 | 1.10 | 1.44 | 1.73 | 1.88 | … | … | 0.00 | 1.23 | 1.77 | 1.14 | 0.62 | 0.62 | 0.69 | 1.25 | 1.09 | 2.21 | 2.79 | 0.47 | 1.09 | 1.50 | 3.11 | 3.28 | 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 |
|---|---|---|---|---|
| DVRKX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R4) |
-1.79%
May 2008 – May 2011 |
0.32%
Mar 2015 – Mar 2020 |
1.81%
May 2008 – May 2018 |
2.44%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRKX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R4) |
12.85%
Mar 2009 – Mar 2012 |
11.16%
Feb 2009 – Feb 2014 |
6.13%
Feb 2009 – Feb 2019 |
5.70%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart