Nasdaq - Delayed Quote USD

MFS Commodity Strategy I (MCSIX)

3.6500 0.0000 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.58%
5y Average Return 7.12%
Number of Years Up 6
Number of Years Down 7
Best 1Y Total Return (Apr 24, 2024) 27.96%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 27.96%
Worst 3Y Total Return -16.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCSIX
Category
YTD
2.58%
22.37%
1-Month
3.77%
1.67%
3-Month
2.58%
13.11%
1-Year
1.07%
48.08%
3-Year
9.47%
3.58%
5-Year
6.90%
3.25%
10-Year
-1.02%
-4.08%
Last Bull Market
35.39%
5.07%
Last Bear Market
-5.59%
-18.58%

Annual Total Return (%) History

Year
MCSIX
Category
2024
--
--
2023
-6.14%
--
2022
13.32%
--
2021
27.96%
--
2020
-0.03%
-3.09%
2019
7.78%
7.87%
2018
-12.80%
-11.52%
2017
3.64%
3.66%

2016
11.48%
12.16%
2015
-23.25%
-23.99%
2014
-16.61%
-17.98%
2013
-9.88%
-8.73%
2012
0.81%
-0.62%
2011
-14.63%
-8.20%
2010
--
15.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.58% -- -- --
2023 -4.74% -3.59% 4.30% -2.01%
2022 25.17% -5.59% -5.72% 1.70%
2021 6.44% 14.59% 7.30% -2.23%
2020 -25.14% 9.27% 10.32% 10.78%
2019 7.74% -1.84% -2.06% 4.06%
2018 -1.01% 0.68% -2.02% -10.71%
2017 -1.34% -3.92% 3.72% 5.41%
2016 1.86% 12.61% -3.57% 0.78%
2015 -5.12% 3.30% -13.79% -9.17%

2014 7.46% -0.33% -11.38% -12.13%
2013 -1.06% -9.97% 2.14% -0.96%
2012 1.91% -4.16% 10.74% -6.79%
2011 4.17% -6.71% -12.17% 0.04%
2010 13.36% 16.77% -- --

Rank in Category (By Total Return)

YTD 66
1-Month 67
3-Month 66
1-Year 44
3-Year 48
5-Year 52

Load Adjusted Returns

1-Year 1.07%
3-Year 9.47%
5-Year 6.90%
10-Year -1.02%

Performance & Risk

YTD Return 4.58%
5y Average Return 7.12%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Commodities Broad Basket
Fund Family MFS
Net Assets 886.8M
YTD Return 2.58%
Yield 2.16%
Morningstar Rating
Inception Date Aug 15, 2018

Fund Summary

The fund seeks to achieve the fund's objective by providing exposure to the commodities markets through investing in commodity-linked derivatives rather than investing directly in commodities. Commodities are assets with tangible properties, including oil, natural gas, agricultural products, and industrial and other precious metals.

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