Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSQX (MFS Series Trust XV – MFS Commodity Strategy Fund) | 24.72% | 39.40% | 16.89% | 11.56% | 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 |
|---|---|---|
| MCSQX (MFS Series Trust XV – MFS Commodity Strategy Fund) | 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 (%) | 2.28 | 39.40 | 16.89 | 11.56 | NA | NA | NA | … | … | 24.72 | 18.08 | 4.83 | -6.39 | 13.04 | 27.23 | -0.45 | 7.50 | -8.76 |
| Sharpe Ratio | NA | 2.30 | 0.96 | 0.53 | NA | NA | NA | … | … | 3.20 | 1.14 | 0.11 | -0.78 | 0.47 | 1.67 | -0.04 | 0.58 | -1.83 |
| Standard Deviation(%) | NA | 16.00 | 13.64 | 16.92 | NA | NA | NA | … | … | 19.91 | 13.44 | 10.97 | 12.97 | 25.02 | 16.24 | 17.08 | 10.42 | 13.24 |
| Draw Down(%) | NA | 8.19 | 9.55 | 28.63 | NA | NA | NA | … | … | 8.19 | 9.54 | 9.55 | 11.81 | 21.63 | 10.71 | 29.26 | 8.45 | 13.33 |
| Yield(%) | 0.00 | 15.40 | 7.31 | 13.14 | 7.82 | 5.21 | 3.91 | … | … | 0.00 | 16.09 | 3.12 | 1.83 | 23.88 | 44.87 | 0.64 | 1.70 | 3.00 |
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 |
|---|---|---|---|---|
| MCSQX (MFS Series Trust XV – MFS Commodity Strategy Fund) |
-5.19%
May 2022 – May 2025 |
5.63%
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 |
|---|---|---|---|---|
| MCSQX (MFS Series Trust XV – MFS Commodity Strategy Fund) |
22.24%
Mar 2020 – Mar 2023 |
15.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart