Nasdaq - Delayed Quote USD

MFS Global Alternative Strategy I (DVRIX)

12.68 -0.01 (-0.08%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.22%
5y Average Return 4.64%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Apr 17, 2024) 19.17%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 19.17%
Worst 3Y Total Return -0.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DVRIX
Category
YTD
5.89%
4.43%
1-Month
1.83%
0.25%
3-Month
5.89%
2.85%
1-Year
12.33%
11.96%
3-Year
4.64%
4.46%
5-Year
4.90%
3.69%
10-Year
3.35%
2.51%
Last Bull Market
8.64%
6.81%
Last Bear Market
-3.09%
-4.99%

Annual Total Return (%) History

Year
DVRIX
Category
2024
--
--
2023
9.22%
--
2022
-5.10%
--
2021
3.67%
--
2020
4.66%
4.54%
2019
13.01%
8.10%
2018
-0.40%
-3.33%
2017
6.40%
5.28%

2016
-3.44%
2.01%
2015
-1.72%
-3.07%
2014
2.65%
4.12%
2013
7.99%
4.79%
2012
11.67%
7.78%
2011
1.03%
-0.21%
2010
3.55%
5.75%
2009
19.17%
20.31%
2008
-19.41%
-21.76%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.89% -- -- --
2023 2.95% 1.57% 0.09% 4.36%
2022 -4.22% -3.09% -2.18% 4.52%
2021 -0.70% 2.98% 0.09% 1.29%
2020 -6.88% 6.22% 3.11% 2.62%
2019 5.97% 2.67% 0.56% 3.30%
2018 0.60% -0.20% 2.78% -3.47%
2017 3.73% 2.50% 0.68% -0.61%
2016 -1.75% -0.40% 1.00% -2.29%
2015 3.60% -1.19% -4.81% 0.85%

2014 -0.10% 0.96% 1.33% 0.43%
2013 2.86% -0.30% 1.30% 3.95%
2012 4.44% 0.74% 4.11% 1.94%
2011 -0.33% -2.29% 4.01% -0.26%
2010 3.28% -5.30% 2.13% 3.67%
2009 -9.39% 14.10% 10.84% 3.98%
2008 1.34% -0.66% -5.33% -15.43%

Rank in Category (By Total Return)

YTD 38
1-Month 45
3-Month 38
1-Year 13
3-Year 37
5-Year 35

Load Adjusted Returns

1-Year 12.33%
3-Year 4.64%
5-Year 4.90%
10-Year 3.35%

Performance & Risk

YTD Return 5.22%
5y Average Return 4.64%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.29
Morningstar Risk Rating

Fund Overview

Category Macro Trading
Fund Family MFS
Net Assets 134.94M
YTD Return 5.89%
Yield 1.09%
Morningstar Rating
Inception Date Dec 20, 2007

Fund Summary

The fund seeks to achieve a total rate of return for the fund that meets or exceeds the ICE BofA 0-3 Month U.S. Treasury Bill Index plus 2% to 4%, net of fund expenses, over a full market cycle. The fund normally has exposure to at least three different countries and typically has significant long and/or short exposure to foreign securities and foreign currencies. The fund generally invests approximately 20% of the fund's assets in debt instruments and the remainder of the fund's assets in equity securities and cash and/or cash equivalents.

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