Correlation
The correlation between MCSIX and VTIVX 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.
MCSIX vs. VTIVX
Compare and contrast key facts about MFS Commodity Strategy Fund (MCSIX) and Vanguard Target Retirement 2045 Fund (VTIVX).
MCSIX is managed by MFS. It was launched on Jun 1, 2010. VTIVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCSIX or VTIVX.
Performance
MCSIX vs. VTIVX - Performance Comparison
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Key characteristics
MCSIX:
0.26
VTIVX:
0.89
MCSIX:
0.18
VTIVX:
1.21
MCSIX:
1.02
VTIVX:
1.17
MCSIX:
0.03
VTIVX:
0.86
MCSIX:
0.22
VTIVX:
3.78
MCSIX:
3.90%
VTIVX:
3.03%
MCSIX:
13.02%
VTIVX:
14.22%
MCSIX:
-62.43%
VTIVX:
-51.69%
MCSIX:
-22.48%
VTIVX:
-0.22%
Returns By Period
In the year-to-date period, MCSIX achieves a 3.66% return, which is significantly lower than VTIVX's 5.09% return. Over the past 10 years, MCSIX has underperformed VTIVX with an annualized return of 2.36%, while VTIVX has yielded a comparatively higher 8.42% annualized return.
MCSIX
3.66%
0.27%
4.44%
4.15%
-4.88%
13.25%
2.36%
VTIVX
5.09%
4.46%
2.34%
11.92%
10.44%
11.54%
8.42%
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MCSIX vs. VTIVX - Expense Ratio Comparison
MCSIX has a 0.90% expense ratio, which is higher than VTIVX's 0.08% expense ratio.
Risk-Adjusted Performance
MCSIX vs. VTIVX — Risk-Adjusted Performance Rank
MCSIX
VTIVX
MCSIX vs. VTIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Commodity Strategy Fund (MCSIX) and Vanguard Target Retirement 2045 Fund (VTIVX). 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.
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Dividends
MCSIX vs. VTIVX - Dividend Comparison
MCSIX's dividend yield for the trailing twelve months is around 3.18%, more than VTIVX's 2.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCSIX MFS Commodity Strategy Fund | 3.18% | 3.30% | 2.21% | 27.42% | 56.01% | 0.87% | 1.88% | 3.49% | 3.13% | 0.62% | 0.93% | 0.25% |
VTIVX Vanguard Target Retirement 2045 Fund | 2.25% | 2.36% | 2.28% | 2.75% | 15.40% | 1.90% | 2.23% | 2.52% | 1.95% | 2.47% | 3.29% | 2.07% |
Drawdowns
MCSIX vs. VTIVX - Drawdown Comparison
The maximum MCSIX drawdown since its inception was -62.43%, which is greater than VTIVX's maximum drawdown of -51.69%. Use the drawdown chart below to compare losses from any high point for MCSIX and VTIVX.
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Volatility
MCSIX vs. VTIVX - Volatility Comparison
MFS Commodity Strategy Fund (MCSIX) and Vanguard Target Retirement 2045 Fund (VTIVX) have volatilities of 3.25% and 3.10%, 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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