Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSIX (MFS COMMODITY STRATEGY FUND I) | 20.17% | 33.36% | 15.65% | 10.50% | 6.75% | 0.47% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSIX (MFS COMMODITY STRATEGY FUND I) | 06/03/2010 | 06/10/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.76 | 33.36 | 15.65 | 10.50 | 6.75 | 0.47 | NA | … | … | 20.17 | 4.79 | 5.08 | -6.13 | 13.40 | 27.55 | -0.02 | 7.79 | -12.80 | 3.64 | 11.49 | -22.90 | -16.61 | -9.89 | 0.82 | -14.63 | 34.61 |
| Sharpe Ratio | NA | 2.18 | 1.00 | 0.53 | 0.38 | NA | NA | … | … | 3.18 | 0.10 | -0.14 | -0.82 | 0.49 | 1.72 | -0.01 | 0.60 | -1.26 | 0.38 | 0.83 | -1.63 | -1.67 | -0.99 | 0.06 | -0.79 | 3.88 |
| Standard Deviation(%) | NA | 15.89 | 13.59 | 16.69 | 14.77 | NA | NA | … | … | 19.46 | 20.31 | 11.08 | 12.81 | 24.42 | 16.03 | 17.34 | 10.62 | 11.28 | 7.91 | 13.65 | 14.10 | 9.98 | 10.01 | 13.83 | 18.58 | 17.10 |
| Draw Down(%) | NA | 8.15 | 9.74 | 28.45 | 35.24 | NA | NA | … | … | 8.15 | 16.55 | 9.52 | 11.78 | 21.56 | 10.54 | 29.26 | 8.44 | 16.17 | 10.62 | 8.20 | 25.29 | 24.56 | 14.76 | 14.38 | 23.21 | 8.97 |
| Yield(%) | 0.00 | 15.33 | 7.49 | 12.96 | 7.74 | 3.36 | 3.48 | … | … | 0.00 | 16.18 | 3.37 | 2.07 | 24.18 | 45.17 | 0.86 | 1.98 | 2.95 | 3.19 | 0.70 | 0.71 | 0.20 | 0.51 | 0.91 | 14.68 | 0.33 |
Data as of 06/10/2026, Common starting date is 06/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSIX (MFS COMMODITY STRATEGY FUND I) |
-17.66%
Jan 2013 – Jan 2016 |
-13.89%
Feb 2011 – Feb 2016 |
-5.95%
Dec 2010 – Dec 2020 |
-0.59%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSIX (MFS COMMODITY STRATEGY FUND I) |
22.54%
Mar 2020 – Mar 2023 |
15.74%
Mar 2020 – Mar 2025 |
8.01%
Mar 2016 – Mar 2026 |
0.60%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart
