Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSHX (MFS Commodity Strategy Fund Class C) | 24.30% | 38.37% | 16.06% | 10.72% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSHX (MFS Commodity Strategy Fund Class C) | 08/21/2018 | 06/03/2026 |
| 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 (%) | 2.06 | 38.37 | 16.06 | 10.72 | NA | NA | NA | … | … | 24.30 | 4.55 | 4.02 | -7.12 | 12.24 | 26.52 | -1.36 | 6.74 | -8.87 |
| Sharpe Ratio | NA | 2.27 | 0.90 | 0.48 | NA | NA | NA | … | … | 3.16 | 0.09 | -0.23 | -0.89 | 0.43 | 1.63 | -0.09 | 0.51 | -1.82 |
| Standard Deviation(%) | NA | 15.88 | 13.68 | 16.96 | NA | NA | NA | … | … | 19.71 | 19.85 | 11.27 | 12.92 | 25.07 | 16.27 | 17.18 | 10.55 | 13.41 |
| Draw Down(%) | NA | 8.01 | 9.89 | 29.16 | NA | NA | NA | … | … | 8.01 | 15.87 | 9.89 | 11.97 | 21.92 | 10.69 | 29.50 | 8.65 | 13.44 |
| Yield(%) | 0.00 | 14.72 | 6.39 | 12.66 | 7.39 | 4.93 | 3.70 | … | … | 0.00 | 15.34 | 2.30 | 0.63 | 23.26 | 44.43 | 0.12 | 1.15 | 2.72 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MCSHX (MFS Commodity Strategy Fund Class C) |
-5.90%
May 2022 – May 2025 |
4.86%
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 |
|---|---|---|---|---|
| MCSHX (MFS Commodity Strategy Fund Class C) |
21.34%
Mar 2020 – Mar 2023 |
14.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart