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MFS Commodity Strategy Fund (MCSIX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US55276T8421

Issuer

MFS

Inception Date

Jun 1, 2010

Category

Commodities

Min. Investment

$0

Asset Class

Commodity

Expense Ratio

MCSIX has an expense ratio of 0.90%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MFS Commodity Strategy Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%500.00%December2025FebruaryMarchAprilMay
15.99%
415.30%
MCSIX (MFS Commodity Strategy Fund)
Benchmark (^GSPC)

Returns By Period

MFS Commodity Strategy Fund (MCSIX) returned 5.63% year-to-date (YTD) and 6.43% over the past 12 months. Over the past 10 years, MCSIX returned 2.28% annually, underperforming the S&P 500 benchmark at 10.45%.


MCSIX

YTD

5.63%

1M

4.17%

6M

7.31%

1Y

6.43%

5Y*

14.37%

10Y*

2.28%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of MCSIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.51%0.54%3.75%-4.91%1.90%5.63%
20240.57%-1.71%3.77%0.84%1.11%-0.55%-3.03%0.00%4.55%-2.18%1.11%0.75%5.08%
20230.26%-4.99%0.00%-0.83%-6.13%3.56%6.02%-0.27%-1.36%0.83%-0.82%-2.01%-6.13%
20228.62%6.22%8.48%5.03%2.48%-12.28%5.13%-0.19%-10.15%1.05%3.31%-2.51%13.40%
20212.65%5.90%-2.09%8.72%3.11%2.22%1.71%-0.46%5.98%1.88%-7.81%3.77%27.55%
2020-6.75%-5.03%-15.46%0.75%5.22%3.07%6.88%6.44%-3.02%1.04%3.50%5.94%-0.02%
20195.76%1.50%0.37%-0.00%-4.79%3.10%-0.75%-2.08%0.77%1.92%-2.63%4.89%7.81%
20182.01%-2.79%-0.17%2.54%1.65%-3.41%-2.35%-1.20%1.57%-3.09%-2.47%-5.52%-12.80%
20170.84%0.33%-2.49%-1.53%-1.39%-1.05%2.48%0.69%0.52%2.56%-0.17%2.96%3.65%
2016-1.30%-0.94%4.19%7.86%-0.17%4.58%-4.71%-2.04%3.31%-0.67%0.85%0.62%11.48%
2015-2.85%1.90%-4.16%4.95%-2.71%1.18%-10.01%-1.13%-3.10%-0.00%-6.74%-2.61%-23.26%
20140.00%6.15%1.23%2.20%-3.02%0.56%-4.86%-0.70%-6.20%-1.50%-4.18%-6.91%-16.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MCSIX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MCSIX is 4949
Overall Rank
The Sharpe Ratio Rank of MCSIX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of MCSIX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of MCSIX is 4949
Omega Ratio Rank
The Calmar Ratio Rank of MCSIX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of MCSIX is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MFS Commodity Strategy Fund (MCSIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

MFS Commodity Strategy Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.49
  • 5-Year: 0.89
  • 10-Year: 0.16
  • All Time: 0.06

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of MFS Commodity Strategy Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.49
0.44
MCSIX (MFS Commodity Strategy Fund)
Benchmark (^GSPC)

Dividends

Dividend History

MFS Commodity Strategy Fund provided a 3.12% dividend yield over the last twelve months, with an annual payout of $0.12 per share.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.12$0.12$0.08$1.04$2.40$0.05$0.10$0.18$0.19$0.04$0.03$0.02

Dividend yield

3.12%3.30%2.21%27.42%56.01%0.88%1.87%3.50%3.14%0.61%0.47%0.25%

Monthly Dividends

The table displays the monthly dividend distributions for MFS Commodity Strategy Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.12
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.08
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.04$1.04
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.40$2.40
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2014$0.02$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-20.21%
-7.88%
MCSIX (MFS Commodity Strategy Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MFS Commodity Strategy Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Commodity Strategy Fund was 62.05%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current MFS Commodity Strategy Fund drawdown is 20.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.05%May 2, 20112234Mar 18, 2020
-8.97%Nov 10, 20105Nov 16, 201024Dec 21, 201029
-7.24%Mar 7, 20117Mar 15, 201114Apr 4, 201121
-5.76%Aug 5, 201015Aug 25, 201012Sep 13, 201027
-3.93%Jun 28, 20106Jul 6, 201012Jul 22, 201018

Volatility

Volatility Chart

The current MFS Commodity Strategy Fund volatility is 3.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
3.53%
6.82%
MCSIX (MFS Commodity Strategy Fund)
Benchmark (^GSPC)