MCSIX vs. FIQRX
Compare and contrast key facts about MFS Commodity Strategy Fund (MCSIX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX).
MCSIX is managed by MFS. It was launched on Jun 1, 2010. FIQRX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
MCSIX vs. FIQRX - Performance Comparison
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MCSIX vs. FIQRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MCSIX MFS Commodity Strategy Fund | 20.44% | 18.47% | 5.08% | -6.13% | 13.40% | 27.55% | -0.02% | 7.79% | -11.76% |
FIQRX Fidelity Advisor Global Commodity Stock Fund Class Z | 22.84% | 28.74% | 3.10% | -5.03% | 20.90% | 26.24% | 6.27% | 18.10% | -13.01% |
Returns By Period
In the year-to-date period, MCSIX achieves a 20.44% return, which is significantly lower than FIQRX's 22.84% return.
MCSIX
- 1D
- 0.46%
- 1M
- 7.13%
- YTD
- 20.44%
- 6M
- 27.27%
- 1Y
- 30.89%
- 3Y*
- 13.89%
- 5Y*
- 13.85%
- 10Y*
- 8.18%
FIQRX
- 1D
- 0.22%
- 1M
- -1.60%
- YTD
- 22.84%
- 6M
- 31.24%
- 1Y
- 52.52%
- 3Y*
- 17.83%
- 5Y*
- 15.92%
- 10Y*
- —
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MCSIX vs. FIQRX - Expense Ratio Comparison
MCSIX has a 0.90% expense ratio, which is higher than FIQRX's 0.80% expense ratio.
Return for Risk
MCSIX vs. FIQRX — Risk / Return Rank
MCSIX
FIQRX
MCSIX vs. FIQRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Commodity Strategy Fund (MCSIX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MCSIX | FIQRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 2.57 | -0.67 |
Sortino ratioReturn per unit of downside risk | 2.41 | 3.08 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.49 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.27 | 3.45 | -0.18 |
Martin ratioReturn relative to average drawdown | 9.88 | 17.90 | -8.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MCSIX | FIQRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 2.57 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.74 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.56 | -0.45 |
Correlation
The correlation between MCSIX and FIQRX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MCSIX vs. FIQRX - Dividend Comparison
MCSIX's dividend yield for the trailing twelve months is around 13.32%, more than FIQRX's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCSIX MFS Commodity Strategy Fund | 13.32% | 16.04% | 3.30% | 2.21% | 27.42% | 56.01% | 0.88% | 1.87% | 3.50% | 3.14% | 0.61% | 0.47% |
FIQRX Fidelity Advisor Global Commodity Stock Fund Class Z | 2.10% | 2.58% | 2.74% | 2.28% | 1.99% | 3.55% | 1.66% | 3.34% | 2.58% | 0.00% | 0.00% | 0.00% |
Drawdowns
MCSIX vs. FIQRX - Drawdown Comparison
The maximum MCSIX drawdown since its inception was -64.20%, which is greater than FIQRX's maximum drawdown of -45.62%. Use the drawdown chart below to compare losses from any high point for MCSIX and FIQRX.
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Drawdown Indicators
| MCSIX | FIQRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.20% | -45.62% | -18.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.74% | -14.68% | +4.94% |
Max Drawdown (5Y)Largest decline over 5 years | -37.61% | -27.18% | -10.43% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | — | — |
Current DrawdownCurrent decline from peak | -1.58% | -2.34% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -33.63% | -9.58% | -24.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.83% | +0.40% |
Volatility
MCSIX vs. FIQRX - Volatility Comparison
MFS Commodity Strategy Fund (MCSIX) and Fidelity Advisor Global Commodity Stock Fund Class Z (FIQRX) have volatilities of 6.29% and 6.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCSIX | FIQRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.29% | 6.11% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 13.72% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 20.52% | -3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.64% | 21.54% | +13.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.03% | 24.43% | +1.60% |