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Nasdaq - Delayed Quote USD
MFS Commodity Strategy Fund (MCSAX)
3.6000
-0.1800
(-4.76%)
At close: April 4 at 8:01:32 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 | 27.94% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 7.08% |
| 5y Average Return | 14.89% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MCSAX | Category Average | MCSAX | Category Average | MCSAX | Category Average | |
| Alpha | 0.13 | -0 | 0.54 | 0.01 | 0.19 | 0.01 |
| BETA | 1.07 | 0.01 | 1.04 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | -0.01 | 0 | 1.3 | 0 | 0.33 | -0 |
| R-squared | 96.22 | 0.85 | 96.98 | 0.82 | 97.02 | 0.88 |
| Standard Deviation | 13.74 | 0.17 | 14.74 | 0.15 | 14.38 | 0.16 |
| Sharpe Ratio | -0.34 | 0 | 0.86 | 0 | 0.14 | -0 |
| Treynor Ratio | -5.35 | 0.05 | 12.24 | 0.05 | 0.92 | -0.04 |
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