Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSRX (MFS COMMODITY STRATEGY FUND R6) | 19.39% | 31.60% | 15.52% | 10.45% | 6.70% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSRX (MFS COMMODITY STRATEGY FUND R6) | 09/04/2012 | 06/11/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.58 | 31.60 | 15.52 | 10.45 | 6.70 | NA | NA | … | … | 19.39 | 4.80 | 5.18 | -6.07 | 13.20 | 27.97 | -0.36 | 7.78 | -12.77 | 3.81 | 11.49 | -23.25 | -16.71 | -9.78 | -5.49 |
| Sharpe Ratio | NA | 2.00 | 0.94 | 0.50 | 0.37 | NA | NA | … | … | 2.75 | 0.10 | -0.13 | -0.80 | 0.48 | 1.73 | -0.03 | 0.60 | -1.24 | 0.40 | 0.83 | -1.64 | -1.68 | -0.98 | -1.43 |
| Standard Deviation(%) | NA | 16.04 | 13.74 | 16.83 | 14.85 | NA | NA | … | … | 19.82 | 20.36 | 11.20 | 12.94 | 24.61 | 16.18 | 17.19 | 10.58 | 11.41 | 7.95 | 13.60 | 14.21 | 9.96 | 10.00 | 11.45 |
| Draw Down(%) | NA | 8.17 | 9.77 | 28.49 | 35.24 | NA | NA | … | … | 8.17 | 16.59 | 9.52 | 11.81 | 21.43 | 10.54 | 29.26 | 8.44 | 16.00 | 10.77 | 8.20 | 25.64 | 24.56 | 14.74 | 9.03 |
| Yield(%) | 0.00 | 15.33 | 7.60 | 13.04 | 7.76 | 3.29 | 2.47 | … | … | 0.00 | 16.31 | 3.47 | 2.16 | 24.30 | 45.28 | 0.90 | 1.98 | 2.96 | 3.19 | 0.70 | 0.36 | 0.20 | 0.51 | 0.87 |
Data as of 06/11/2026, Common starting date is 09/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSRX (MFS COMMODITY STRATEGY FUND R6) |
-17.79%
Jan 2013 – Jan 2016 |
-9.11%
May 2014 – May 2019 |
-1.58%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSRX (MFS COMMODITY STRATEGY FUND R6) |
22.64%
Mar 2020 – Mar 2023 |
15.90%
Mar 2020 – Mar 2025 |
8.04%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart