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MCSAX: MFS COMMODITY STRATEGY FUND A (MUTUAL FUND)
Basic Info 3.67 0.02(0.55%) January 13
| Asset Class: | COMMODITIES BROAD BASKET |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 06/03/2010 |
| Last Dividend Date: | 12/19/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.81% |
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Performance Analytics (As of 01/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/03/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.4 | 4.0 | 6.7 | 3.0 | 7.3 | 1.6 | 0.0 | 1.2 | -6.5 | 12.9 | 27.4 | -0.6 | 7.6 | -13.0 | 3.4 | 11.4 | -23.6 | -16.9 | -10.0 | 0.6 | -14.8 | 34.3 |
| Sharpe Ratio | NA | 12.0 | 0.01 | -0.06 | 0.27 | 0.0 | -0.08 | -0.48 | -0.84 | 0.46 | 1.7 | -0.05 | 0.58 | -1.25 | 0.35 | 0.82 | -1.65 | -1.71 | -1.01 | 0.04 | -0.8 | 3.86 |
| Draw Down(%) | NA | 1.1 | 9.6 | 28.6 | 28.6 | 41.7 | 65.0 | 9.6 | 11.8 | 21.5 | 10.6 | 29.3 | 8.4 | 16.2 | 10.8 | 8.2 | 25.8 | 24.7 | 14.9 | 14.4 | 23.4 | 9.0 |
| Standard Deviation(%) | NA | 19.2 | 11.7 | 17.6 | 17.2 | 14.8 | 14.5 | 11.5 | 12.9 | 25.1 | 16.1 | 16.9 | 10.6 | 11.4 | 7.9 | 13.7 | 14.3 | 9.9 | 10.0 | 13.8 | 18.6 | 17.0 |
| Treynor Ratio | NA | 2.26 | 0.0 | -0.01 | 0.07 | 0.0 | -0.02 | -0.08 | -0.15 | 0.15 | 0.41 | -0.01 | 0.09 | -0.22 | 0.06 | 0.16 | -0.33 | -0.23 | -0.13 | 0.01 | -0.19 | 0.83 |
| Alpha | NA | -0.05 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | -0.03 | 0.0 | -0.01 | -0.01 | 0.02 | -0.02 | -0.01 | -0.06 | 0.08 |
| Beta | NA | 1.02 | 0.62 | 0.74 | 0.71 | 0.7 | 0.72 | 0.69 | 0.72 | 0.79 | 0.67 | 0.68 | 0.71 | 0.66 | 0.5 | 0.7 | 0.72 | 0.74 | 0.79 | 0.8 | 0.79 | 0.79 |
| RSquared | NA | 0.92 | 0.65 | 0.7 | 0.7 | 0.73 | 0.73 | 0.7 | 0.78 | 0.69 | 0.67 | 0.77 | 0.81 | 0.7 | 0.62 | 0.84 | 0.81 | 0.73 | 0.7 | 0.76 | 0.78 | 0.75 |
| Yield(%) | N/A | 0.0 | 0.0 | 8.2 | 13.3 | 5.8 | N/A | 0.0 | 1.8 | 24.0 | 45.0 | 0.7 | 1.8 | 2.7 | 2.9 | 0.4 | 0.0 | 0.0 | 0.3 | 0.7 | 14.4 | 0.2 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -56.5 | 677.9 | N/A | N/A | -100.0 | -93.7 | -56.9 | 6197.9 | -58.2 | -44.6 | -5.0 | 686.4 | 633.3 | N/A | -100.0 | -59.4 | -96.7 | 11323.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2010
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