Nasdaq - Delayed Quote USD
MFS Commodity Strategy Fund (MCSAX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.46% |
| 5y Average Return | 7.41% |
| Number of Years Up | 6 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 17, 2024) | 27.94% |
| Worst 1Y Total Return (Oct 17, 2024) | -- |
| Best 3Y Total Return | 27.94% |
| Worst 3Y Total Return | -17.01% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MCSAX
Category
- YTD
- 5.48%
- 22.37%
- 1-Month
- 4.57%
- 1.67%
- 3-Month
- 1.39%
- 13.11%
- 1-Year
- 3.00%
- 48.08%
- 3-Year
- 2.89%
- 3.58%
- 5-Year
- 8.11%
- 3.25%
- 10-Year
- 0.24%
- -4.08%
- Last Bull Market
- -0.37%
- 5.07%
- Last Bear Market
- -5.62%
- -18.58%
Annual Total Return (%) History
Year
MCSAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.59% | 1.40% | 1.39% | -- |
| 2023 | -4.76% | -3.89% | 4.62% | -2.35% |
| 2022 | 24.77% | -5.62% | -5.75% | 1.68% |
| 2021 | 6.45% | 14.62% | 7.15% | -2.14% |
| 2020 | -25.47% | 9.30% | 10.34% | 10.62% |
| 2019 | 7.52% | -1.84% | -2.25% | 4.29% |
| 2018 | -1.00% | 0.51% | -2.02% | -10.73% |
| 2017 | -1.51% | -3.92% | 3.72% | 5.32% |
| 2016 | 1.86% | 12.61% | -3.57% | 0.71% |
| 2015 | -5.12% | 3.15% | -13.95% | -9.23% |
| 2014 | 7.21% | -0.22% | -11.49% | -12.23% |
| 2013 | -1.17% | -9.98% | 2.15% | -0.98% |
| 2012 | 1.80% | -4.16% | 10.64% | -6.84% |
| 2011 | 4.17% | -6.79% | -12.19% | -0.08% |
| 2010 | 13.26% | 16.63% | -- | -- |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 29 |
| 3-Month | 14 |
| 1-Year | 25 |
| 3-Year | 77 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | -2.92% |
| 3-Year | 0.88% |
| 5-Year | 6.84% |
| 10-Year | -0.35% |
Performance & Risk
| YTD Return | 3.46% |
| 5y Average Return | 7.41% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Commodities Broad Basket |
| Fund Family | MFS |
| Net Assets | 896M |
| YTD Return | 5.48% |
| Yield | 1.79% |
| Morningstar Rating | |
| Inception Date | Sep 04, 2012 |
Fund Summary
The fund seeks to achieve the fund's objective by providing exposure to the commodities markets through investing in commodity-linked derivatives rather than investing directly in commodities. Commodities are assets with tangible properties, including oil, natural gas, agricultural products, and industrial and other precious metals.
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