MFS Commodity Strategy Fund Class R4 (MCSTX)

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MFS Commodity Strategy Fund Class R4 (MCSTX) is up 15.2% since the beginning of the year. MCSTX is currently trading at $4 per share. Investors who bought $1,000 worth of MCSTX shares 5 years ago would now be looking at an investment worth $1,636.

MFS Commodity Strategy Fund Class R4 (MCSTX) has returned 15.24% so far this year and 24.92% over the past 12 months.

Based on dividend-adjusted daily data since Mar 20, 2019, MCSTX's average daily return is +0.05%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jan 2026 with a return of +9.7%, while the worst month was Mar 2020 at -15.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MCSTX closed higher 49% of trading days. The best single day was Dec 9, 2021 with a return of +57.1%, while the worst single day was Dec 10, 2021 at -36.6%.

MFS Commodity Strategy Fund Class R4 has an annualized alpha of 10.90%, beta of 0.19, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since March 20, 2019.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (45.91%) than losses (45.18%) - typical of diversified or defensive assets.
• Beta of 0.19 may look defensive, but with R2 of 0.02 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 0.02 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.

MCSTX has an expense ratio of 0.91%, placing it in the medium range.

MCSTX ranks 34 for risk / return — below 34% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

MFS Commodity Strategy Fund Class R4 provided a 13.95% 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 Class R4. 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 Class R4. 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 Class R4 was 37.67%, occurring on Dec 20, 2021. Recovery took 1055 trading sessions.

The current MFS Commodity Strategy Fund Class R4 drawdown is 10.34%.

The chart below shows the rolling one-month volatility.