Nasdaq - Delayed Quote USD
MFS Global Alternative Strategy Fund (DVRIX)
13.73
+0.01
+(0.07%)
As of 8:05:37 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 5.46% |
| 5y Average Return | 6.26% |
| Rank in Category (ytd) | 2 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.28 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DVRIX | Category Average | DVRIX | Category Average | DVRIX | Category Average | |
| Alpha | 1.48 | -0 | 0.32 | -0.01 | -0.35 | -0 |
| BETA | 0.28 | 0 | 0.28 | 0 | 0.28 | 0 |
| Mean Annual Return | 0.66 | 0 | 0.51 | 0 | 0.31 | 0 |
| R-squared | 74.48 | 0.45 | 73.08 | 0.42 | 69.27 | 0.48 |
| Standard Deviation | 5.11 | 0.08 | 5.04 | 0.07 | 5.14 | 0.06 |
| Sharpe Ratio | 0.65 | 0 | 0.66 | 0 | 0.35 | 0 |
| Treynor Ratio | 11.82 | 0.23 | 11.82 | 0.09 | 5.85 | 0.05 |
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