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MFS Global Alternative Strategy A (DVRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.90-0.02 (-0.15%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.68%
5-year average return4.42%
Number of years up11
Number of years down5
Best 1-yr total return (20 June 2024)19.00%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return19.00%
Worst 3-yr total return-1.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDVRAXCategory
YTD7.68%4.43%
1-month1.82%0.25%
3-month3.53%2.85%
1-year13.43%11.96%
3-year4.14%4.46%
5-year5.02%3.69%
10-year3.15%2.51%
Last bull market10.62%6.81%
Last bear market-3.19%-4.99%

Annual total return (%) history

Year
DVRAXCategory
2024
N/AN/A
2023
8.95%N/A
2022
-5.46%N/A
2021
3.43%N/A
2020
4.42%4.54%
2019
12.81%8.10%
2018
-0.71%-3.33%
2017
6.18%5.28%
2016
-3.72%2.01%
2015
-1.87%-3.07%
2014
2.36%4.12%
2013
7.75%4.79%
2012
11.37%7.78%
2011
0.71%-0.21%
2010
3.26%5.75%
2009
19.00%20.31%
2008
-19.76%-21.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.93%N/AN/AN/A
20232.97%1.49%0.00%4.25%
2022-4.33%-3.19%-2.20%4.38%
2021-0.79%2.91%0.00%1.31%
2020-7.01%6.26%3.04%2.55%
20196.00%2.59%0.47%3.25%
20180.50%-0.20%2.60%-3.52%
20173.76%2.42%0.59%-0.67%
2016-1.86%-0.40%0.80%-2.29%
20153.63%-1.29%-4.85%0.83%
2014-0.19%0.97%1.25%0.32%
20132.78%-0.30%1.21%3.90%
20124.36%0.64%4.04%1.92%
2011-0.44%-2.41%3.93%-0.27%
20103.19%-5.34%2.03%3.60%
2009-9.31%14.02%10.65%4.01%
20081.26%-0.83%-5.35%-15.58%

Rank in category (by total return)

YTD34
1-month21
3-month24
1-year9
3-year42
5-year54

Load adjusted returns

1-year6.91%
3-year2.11%
5-year3.78%
10-year2.54%