MFS Commodity Strategy Fund (MCSIX)

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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.

MFS Commodity Strategy Fund (MCSIX) has returned 20.44% so far this year and 30.89% over the past 12 months. Over the last ten years, MCSIX has returned 8.18% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 2, 2010, MCSIX's average daily return is +0.02%, while the average monthly return is +0.30%. At this rate, your investment would double in approximately 19.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Dec 2010 with a return of +10.6%, while the worst month was Sep 2011 at -16.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.

On a daily basis, MCSIX closed higher 48% of trading days. The best single day was Dec 9, 2021 with a return of +57.0%, while the worst single day was Dec 10, 2021 at -36.7%.

MFS Commodity Strategy Fund has an annualized alpha of 1.79%, beta of 0.24, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since June 03, 2010.

• This fund participated in 62.59% of S&P 500 Index downside but only 37.55% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.24 may look defensive, but with R² of 0.04 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.04 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

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

MCSIX ranks 89 for risk / return — in the top 89% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for MFS Commodity Strategy Fund (MCSIX) and compare them to a chosen benchmark (S&P 500 Index).

MFS Commodity Strategy Fund provided a 13.32% dividend yield over the last twelve months, with an annual payout of $0.58 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 64.20%, occurring on Mar 18, 2020. Recovery took 1499 trading sessions.

The current MFS Commodity Strategy Fund drawdown is 1.58%.

The chart below shows the rolling one-month volatility.