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Mfs Global Alternative Strategy Fund Class A: (MF: DVRAX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$14.11 USD
+0.05 (0.36%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.96 | 23 |
| 3 months | 2.87 | 87 |
| 6 months | 5.51 | 25 |
| 1 Year | 9.74 | 24 |
| 3 Year | 8.94 | 27 |
| 5 Year | 5.45 | 53 |
| 10 Year | 3.69 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 150.85 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 3.55 |
| 5 Year | 4.65 |
| 10 Year | 3.14 |
| Since Inception | 3.06 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.40 | 3.18 | NA | NA |
| 2024 | 5.92 | 1.65 | 1.86 | -0.21 |
| 2023 | 2.97 | 1.48 | 0.00 | 4.25 |
| 2022 | -4.33 | -3.19 | -2.20 | 4.37 |
| 2021 | -0.78 | 2.91 | 0.00 | 1.30 |
| 2020 | -7.00 | 6.26 | 3.03 | 2.55 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.96 | 9.45 | 8.95 | -5.45 | 3.43 | 4.42 | 12.81 | -0.71 | 6.18 | -3.72 | -1.86 |
| % Total Return Rel to Index | -0.61 | -15.57 | -17.29 | 12.74 | -25.25 | -13.98 | -18.67 | 3.68 | -15.61 | -15.66 | -3.25 |
| % Total Return Rel to Peer | 1.67 | 0.49 | -2.17 | 5.92 | -6.67 | -3.22 | -1.50 | 4.68 | -4.66 | -9.21 | 1.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 1.00 | 5.00 | 4.00 | 4.00 | 1.00 | 5.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.18 | 0.11 | 0.03 | 0.04 | 0.04 | 0.09 | 0.07 | 0.18 | 0.23 | 0.09 |
| % Yield | 0.00 | 1.32 | 1.42 | 0.31 | 0.33 | 0.37 | 0.84 | 0.75 | 1.72 | 2.36 | 0.87 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.32 | 1.34 | 1.37 | 1.30 | 1.30 | 1.32 | 1.33 | 1.37 | 1.51 | 1.46 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%