Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MCSNX (MFS Commodity Strategy Fund Class R1) 23.61% 37.38% 15.97% 10.33% NA NA NA
Data as of 06/04/2026, Common starting date is 08/21/2018
More Performance Analytics Comparison
Name Start Date End Date
MCSNX (MFS Commodity Strategy Fund Class R1) 08/21/2018 06/04/2026
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 (%) 0.00 37.38 15.97 10.33 NA NA NA 23.61 17.73 4.06 -7.07 12.15 26.38 -1.31 6.91 -8.87
Sharpe Ratio NA 2.32 0.92 0.49 NA NA NA 3.26 1.10 0.04 -0.83 0.43 1.64 -0.09 0.52 -1.83
Standard Deviation(%) NA 15.82 13.71 16.96 NA NA NA 19.51 13.58 11.33 13.08 25.07 16.09 17.11 10.49 13.41
Draw Down(%) NA 7.95 9.84 29.17 NA NA NA 7.95 9.56 9.84 11.84 21.87 10.64 29.44 8.65 13.44
Yield(%) 0.00 15.04 6.70 12.49 7.41 4.94 3.71 0.00 15.75 2.34 1.13 23.05 44.09 0.00 0.93 2.72
Data as of 06/04/2026, 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
MCSNX (MFS Commodity Strategy Fund Class R1) -5.88%
May 2022 – May 2025
4.88%
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
MCSNX (MFS Commodity Strategy Fund Class R1) 21.36%
Mar 2020 – Mar 2023
14.63%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return