Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSFX (MFS Commodity Strategy Fund Class B) | 21.11% | 32.82% | 14.56% | 9.69% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSFX (MFS Commodity Strategy Fund Class B) | 08/21/2018 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.24 | 32.82 | 14.56 | 9.69 | NA | NA | NA | … | … | 21.11 | 4.52 | 4.33 | -7.25 | 12.27 | 26.41 | -1.34 | 6.89 | -8.87 |
| Sharpe Ratio | NA | 2.10 | 0.91 | 0.45 | NA | NA | NA | … | … | 3.10 | 0.09 | -0.20 | -0.90 | 0.44 | 1.64 | -0.09 | 0.52 | -1.82 |
| Standard Deviation(%) | NA | 15.84 | 13.61 | 16.86 | NA | NA | NA | … | … | 19.54 | 19.69 | 11.08 | 12.88 | 25.03 | 16.05 | 17.13 | 10.52 | 13.41 |
| Draw Down(%) | NA | 8.19 | 9.60 | 29.26 | NA | NA | NA | … | … | 8.19 | 15.79 | 9.60 | 12.14 | 21.78 | 10.66 | 29.44 | 8.65 | 13.44 |
| Yield(%) | 0.00 | 14.34 | 6.36 | 12.37 | 7.38 | 4.92 | 3.69 | … | … | 0.00 | 15.18 | 2.32 | 0.98 | 23.18 | 44.15 | 0.15 | 0.91 | 2.72 |
Data as of 06/08/2026, Common starting date is 08/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSFX (MFS Commodity Strategy Fund Class B) |
-5.93%
May 2022 – May 2025 |
4.89%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSFX (MFS Commodity Strategy Fund Class B) |
21.39%
Mar 2020 – Mar 2023 |
14.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart