MCSIX vs. SPY
Compare and contrast key facts about MFS Commodity Strategy Fund (MCSIX) and SPDR S&P 500 ETF (SPY).
MCSIX is managed by MFS. It was launched on Jun 1, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCSIX or SPY.
Correlation
The correlation between MCSIX and SPY is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MCSIX vs. SPY - Performance Comparison
Key characteristics
MCSIX:
0.22
SPY:
2.21
MCSIX:
0.38
SPY:
2.93
MCSIX:
1.04
SPY:
1.41
MCSIX:
0.08
SPY:
3.26
MCSIX:
0.60
SPY:
14.43
MCSIX:
4.05%
SPY:
1.90%
MCSIX:
11.05%
SPY:
12.41%
MCSIX:
-62.05%
SPY:
-55.19%
MCSIX:
-26.38%
SPY:
-2.74%
Returns By Period
In the year-to-date period, MCSIX achieves a 2.42% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, MCSIX has underperformed SPY with an annualized return of 1.23%, while SPY has yielded a comparatively higher 12.97% annualized return.
MCSIX
2.42%
-1.54%
-2.07%
2.42%
6.94%
1.23%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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MCSIX vs. SPY - Expense Ratio Comparison
MCSIX has a 0.90% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
MCSIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Commodity Strategy Fund (MCSIX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
MCSIX vs. SPY - Dividend Comparison
MCSIX's dividend yield for the trailing twelve months is around 3.38%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCSIX MFS Commodity Strategy Fund | 3.38% | 2.21% | 27.42% | 56.01% | 0.87% | 1.88% | 3.49% | 3.13% | 0.62% | 0.47% | 0.25% | 0.57% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
MCSIX vs. SPY - Drawdown Comparison
The maximum MCSIX drawdown since its inception was -62.05%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MCSIX and SPY. For additional features, visit the drawdowns tool.
Volatility
MCSIX vs. SPY - Volatility Comparison
The current volatility for MFS Commodity Strategy Fund (MCSIX) is 2.69%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.72%. This indicates that MCSIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.