Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DVRLX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R6) | 0.35% | 3.74% | 8.62% | 5.27% | 5.01% | 4.74% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DVRLX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R6) | 12/28/2007 | 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 (%) | -0.35 | 3.74 | 8.62 | 5.27 | 5.01 | 4.74 | NA | … | … | 0.35 | 9.87 | 9.81 | 9.38 | -5.14 | 3.84 | 4.73 | 13.14 | -0.44 | 6.64 | -3.45 | -1.57 | 2.70 | 7.67 | 12.05 | 1.06 | 3.31 | 19.32 | -35.74 | 0.09 |
| Sharpe Ratio | NA | 0.30 | 1.26 | 0.55 | 0.63 | NA | NA | … | … | -0.38 | 1.48 | 0.80 | 1.07 | -0.96 | 1.03 | 0.43 | 2.94 | -0.47 | 2.79 | -0.95 | -0.27 | 0.61 | 1.53 | 2.90 | 0.16 | 0.47 | 0.98 | -1.14 | NA |
| Standard Deviation(%) | NA | 3.59 | 4.27 | 4.99 | 5.30 | NA | NA | … | … | 4.44 | 4.81 | 4.01 | 4.81 | 6.85 | 3.69 | 10.32 | 3.99 | 3.75 | 2.16 | 3.84 | 5.92 | 4.37 | 4.99 | 4.17 | 6.61 | 6.85 | 19.62 | 32.20 | 0.00 |
| Draw Down(%) | NA | 3.07 | 3.56 | 9.82 | 12.83 | NA | NA | … | … | 3.07 | 3.43 | 3.56 | 2.50 | 9.24 | 2.50 | 12.83 | 2.74 | 4.65 | 1.03 | 4.65 | 7.53 | 2.67 | 5.85 | 2.92 | 4.89 | 7.11 | 20.43 | 41.33 | 0.00 |
| Yield(%) | 0.00 | 1.23 | 1.57 | 1.21 | 1.55 | 1.85 | 1.15 | … | … | 0.00 | 1.31 | 1.88 | 1.34 | 0.67 | 0.72 | 0.75 | 1.35 | 1.15 | 2.40 | 2.85 | 1.16 | 1.17 | 1.57 | 2.97 | 2.88 | 2.52 | 0.00 | 0.00 | 0.09 |
Data as of 06/05/2026, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRLX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R6) |
-8.94%
May 2008 – May 2011 |
-2.24%
Jan 2008 – Jan 2013 |
-0.38%
May 2008 – May 2018 |
0.99%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DVRLX (MFS GLOBAL ALTERNATIVE STRATEGY FUND R6) |
12.82%
Mar 2009 – Mar 2012 |
11.09%
Feb 2009 – Feb 2014 |
6.20%
Feb 2009 – Feb 2019 |
5.78%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart