Nasdaq - Delayed Quote USD
MFS Commodity Strategy Fund (MCSFX)
3.7000
-0.0300
(-0.80%)
At close: 5:24:58 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 | 26.84% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 5.37% |
| 5y Average Return | 12.99% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MCSFX | Category Average | MCSFX | Category Average | MCSFX | Category Average | |
| Alpha | -0.8 | -0 | -0.79 | 0.01 | -0.47 | 0.01 |
| BETA | 1.07 | 0.01 | 1.05 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | -0.36 | 0 | 1.14 | 0 | 0.18 | -0 |
| R-squared | 96.53 | 0.85 | 97.77 | 0.82 | 97.2 | 0.88 |
| Standard Deviation | 13.72 | 0.17 | 15.04 | 0.15 | 14.39 | 0.16 |
| Sharpe Ratio | -0.65 | 0 | 0.71 | 0 | 0.01 | -0 |
| Treynor Ratio | -9.2 | 0.05 | 9.96 | 0.05 | -0.84 | -0.04 |
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