Nasdaq - Delayed Quote USD

MFS Commodity Strategy I (MCSIX)

3.6500 0.0000 (0.00%)
At close: April 26 at 8:00 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.96%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 7

Performance & Risk

YTD Return 4.58%
5y Average Return 7.32%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MCSIXCategory AverageMCSIXCategory AverageMCSIXCategory Average
Alpha 0.08 -0 0.35 0.01 0.68 0.01
BETA 1.07 0.01 1.07 0.01 1.02 0.01
Mean Annual Return 0.88 0 0.68 0 0.01 -0
R-squared 98.3 0.85 97.88 0.82 97.43 0.88
Standard Deviation 16.93 0.17 17.16 0.15 14.71 0.16
Sharpe Ratio 0.44 0 0.35 0 -0.1 -0
Treynor Ratio 6.1 0.05 4.44 0.05 -2.44 -0.04

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