MFEKX vs. MCSFX

Last updated Apr 2, 2026

Compare and contrast key facts about MFS Growth R6 (MFEKX) and MFS Commodity Strategy Fund (MCSFX).

MFEKX is an actively managed fund by MFS. It was launched on Jun 1, 2012. MCSFX is managed by MFS. It was launched on Aug 15, 2018.

Performance

MFEKX vs. MCSFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Growth R6 (MFEKX) and MFS Commodity Strategy Fund (MCSFX). The values are adjusted to include any dividend payments, if applicable.

MFEKX vs. MCSFX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
MFEKX MFS Growth R6	-10.29%	12.44%	49.62%	36.27%	-31.07%	23.71%	31.77%	17.98%
MCSFX MFS Commodity Strategy Fund	20.28%	17.09%	4.32%	-7.25%	12.27%	26.40%	-1.34%	-1.69%

Returns By Period

In the year-to-date period, MFEKX achieves a -10.29% return, which is significantly lower than MCSFX's 20.28% return.

MFEKX

• 1D: 3.82%
• 1M: -5.74%
• YTD: -10.29%
• 6M: -10.92%
• 1Y: 9.71%
• 3Y*: 22.91%
• 5Y*: 11.35%
• 10Y*: 15.97%

MCSFX

• 1D: 0.46%
• 1M: 6.91%
• YTD: 20.28%
• 6M: 26.86%
• 1Y: 29.49%
• 3Y*: 12.79%
• 5Y*: 12.72%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MFEKX vs. MCSFX - Expense Ratio Comparison

MFEKX has a 0.51% expense ratio, which is lower than MCSFX's 1.89% expense ratio.

MCSFX

MFS Commodity Strategy Fund

MFEKX

MFS Growth R6

Return for Risk

MFEKX vs. MCSFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFEKX

MFEKX Risk / Return Rank: 18
MFEKX Sharpe Ratio Rank: 17
MFEKX Sortino Ratio Rank: 18
MFEKX Omega Ratio Rank: 18
MFEKX Calmar Ratio Rank: 19
MFEKX Martin Ratio Rank: 19

MCSFX

MCSFX Risk / Return Rank: 88
MCSFX Sharpe Ratio Rank: 89
MCSFX Sortino Ratio Rank: 87
MCSFX Omega Ratio Rank: 83
MCSFX Calmar Ratio Rank: 94
MCSFX Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MFEKX vs. MCSFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Growth R6 (MFEKX) and MFS Commodity Strategy Fund (MCSFX). 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.

	MFEKX	MCSFX	Difference
Sharpe ratio Return per unit of total volatility	0.49	1.84	-1.35
Sortino ratio Return per unit of downside risk	0.86	2.35	-1.50
Omega ratio Gain probability vs. loss probability	1.12	1.34	-0.22
Calmar ratio Return relative to maximum drawdown	0.62	3.19	-2.57
Martin ratio Return relative to average drawdown	2.09	9.29	-7.21
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MFEKX vs. MCSFX - Sharpe Ratio Comparison

The current MFEKX Sharpe Ratio is 0.49, which is lower than the MCSFX Sharpe Ratio of 1.84. The chart below compares the historical Sharpe Ratios of MFEKX and MCSFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MFEKX	MCSFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.49	1.84	-1.35
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.52	0.37	+0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.76	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.81	0.31	+0.50

Correlation

The correlation between MFEKX and MCSFX is 0.15, 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.

Dividends

MFEKX vs. MCSFX - Dividend Comparison

MFEKX's dividend yield for the trailing twelve months is around 16.52%, more than MCSFX's 12.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MFEKX MFS Growth R6	16.52%	14.82%	25.31%	4.82%	1.04%	2.74%	3.55%	1.57%	3.88%	2.49%	1.70%	3.64%
MCSFX MFS Commodity Strategy Fund	12.51%	15.05%	2.25%	1.04%	26.24%	54.80%	0.15%	0.86%	0.00%	0.00%	0.00%	0.00%

Drawdowns

MFEKX vs. MCSFX - Drawdown Comparison

The maximum MFEKX drawdown since its inception was -36.06%, roughly equal to the maximum MCSFX drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for MFEKX and MCSFX.

Drawdown Indicators

	MFEKX	MCSFX	Difference
Max Drawdown Largest peak-to-trough decline	-36.06%	-37.16%	+1.10%
Max Drawdown (1Y) Largest decline over 1 year	-17.27%	-9.56%	-7.71%
Max Drawdown (5Y) Largest decline over 5 years	-36.06%	-37.16%	+1.10%
Max Drawdown (10Y) Largest decline over 10 years	-36.06%	—	—
Current Drawdown Current decline from peak	-14.11%	-1.59%	-12.52%
Average Drawdown Average peak-to-trough decline	-5.66%	-18.70%	+13.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.13%	3.28%	+1.85%

Volatility

MFEKX vs. MCSFX - Volatility Comparison

MFS Growth R6 (MFEKX) has a higher volatility of 6.97% compared to MFS Commodity Strategy Fund (MCSFX) at 6.45%. This indicates that MFEKX's price experiences larger fluctuations and is considered to be riskier than MCSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MFEKX	MCSFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.97%	6.45%	+0.52%
Volatility (6M) Calculated over the trailing 6-month period	12.64%	13.51%	-0.87%
Volatility (1Y) Calculated over the trailing 1-year period	21.85%	16.69%	+5.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.91%	34.14%	-12.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.15%	29.85%	-8.70%