Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSTX (MFS Commodity Strategy Fund Class R4) | 21.33% | 34.65% | 16.04% | 10.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/21/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSTX (MFS Commodity Strategy Fund Class R4) | 08/21/2018 | 06/05/2026 |
| 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 (%) | -1.35 | 34.65 | 16.04 | 10.92 | NA | NA | NA | … | … | 21.33 | 18.50 | 5.09 | -6.15 | 13.37 | 27.60 | -0.21 | 7.77 | -8.68 |
| Sharpe Ratio | NA | 2.34 | 0.98 | 0.54 | NA | NA | NA | … | … | 3.21 | 1.16 | 0.13 | -0.76 | 0.48 | 1.69 | -0.03 | 0.60 | -1.83 |
| Standard Deviation(%) | NA | 15.85 | 13.70 | 16.90 | NA | NA | NA | … | … | 19.78 | 13.55 | 11.20 | 12.92 | 24.84 | 16.29 | 16.93 | 10.53 | 13.15 |
| Draw Down(%) | NA | 8.17 | 9.77 | 28.54 | NA | NA | NA | … | … | 8.17 | 9.77 | 9.28 | 11.81 | 21.43 | 10.56 | 29.26 | 8.27 | 13.25 |
| Yield(%) | 0.00 | 15.34 | 7.50 | 13.10 | 7.96 | 5.31 | 3.98 | … | … | 0.00 | 16.20 | 3.38 | 2.08 | 24.19 | 45.17 | 0.86 | 1.96 | 3.09 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MCSTX (MFS Commodity Strategy Fund Class R4) |
-4.91%
May 2022 – May 2025 |
5.93%
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 |
|---|---|---|---|---|
| MCSTX (MFS Commodity Strategy Fund Class R4) |
22.57%
Mar 2020 – Mar 2023 |
15.77%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart