Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSOX (MFS Commodity Strategy Fund Class R2) | 20.06% | 32.62% | 15.13% | 9.95% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSOX (MFS Commodity Strategy Fund Class R2) | 08/21/2018 | 06/10/2026 |
| 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 (%) | -3.58 | 32.62 | 15.13 | 9.95 | NA | NA | NA | … | … | 20.06 | 17.66 | 4.89 | -6.83 | 12.81 | 27.05 | -0.67 | 7.24 | -8.85 |
| Sharpe Ratio | NA | 2.13 | 0.95 | 0.48 | NA | NA | NA | … | … | 3.13 | 1.11 | 0.12 | -0.81 | 0.46 | 1.67 | -0.05 | 0.54 | -1.85 |
| Standard Deviation(%) | NA | 15.79 | 13.58 | 16.91 | NA | NA | NA | … | … | 19.45 | 13.42 | 11.00 | 13.07 | 25.10 | 16.16 | 17.13 | 10.67 | 13.20 |
| Draw Down(%) | NA | 7.99 | 9.60 | 28.89 | NA | NA | NA | … | … | 7.99 | 9.59 | 9.60 | 11.87 | 21.67 | 10.60 | 29.26 | 8.63 | 13.26 |
| Yield(%) | 0.00 | 14.87 | 7.02 | 12.70 | 7.69 | 5.13 | 3.84 | … | … | 0.00 | 15.70 | 2.88 | 1.68 | 23.94 | 44.71 | 0.43 | 1.44 | 2.91 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MCSOX (MFS Commodity Strategy Fund Class R2) |
-5.41%
May 2022 – May 2025 |
5.38%
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 |
|---|---|---|---|---|
| MCSOX (MFS Commodity Strategy Fund Class R2) |
22.10%
Mar 2020 – Mar 2023 |
15.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart