MCSOX Performance — MFS Commodity Strategy Fund, Class R2
Data updated: 2026-09-24
MCSOX returned +19.23% year to date and +32.83% over one year to Jul 2026. Annualised returns are +12.20% over 3 years and +9.75% over 5 years. The fund trailed its Commodities category average: $100 invested three years ago grew to $141, against $164 for the category, and to $133 over one year, against $134. Volatility over the past three years was 11.63% a year. In the 12 months to Jul 2026 the fund lost a net $94.7M, and assets reached $937.49M.
MCSOX Growth of $100
What $100 invested in MFS Commodity Strategy Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Commodities category average over the same months.
| Period | MCSOX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $133 | $134 |
| 3 years (Aug 2023 – Jul 2026) | $141 | $164 |
| 5 years (Aug 2021 – Jul 2026) | $159 | $174 |
| Since data start (Aug 2019 – Jul 2026) | $200 | $216 |
MCSOX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +19.23% |
| 1 year | +32.83% |
| 3 years (annualised) | +12.20% |
| 5 years (annualised) | +9.75% |
MCSOX Annual Returns
Calendar-year total returns of MFS Commodity Strategy Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +19.23% |
| 2025 | +17.72% |
| 2024 | +4.89% |
| 2023 | −6.85% |
| 2022 | +12.75% |
| 2021 | +27.45% |
| 2020 | −0.67% |
| 2019 (Aug–Dec) | +2.36% |
MCSOX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.8% | +2.5% | +6.4% | +4.7% | −2.0% | −8.4% | +5.9% | — | — | — | — | — |
| 2025 | +4.2% | +0.5% | +3.8% | −5.0% | −0.3% | +2.8% | −0.3% | +3.2% | +2.1% | +2.0% | +2.7% | +0.9% |
| 2024 | +0.9% | −2.0% | +3.8% | +0.9% | +1.1% | −0.5% | −3.3% | +0.3% | +4.3% | −2.2% | +1.1% | +0.8% |
| 2023 | +0.3% | −5.3% | +0.3% | −1.1% | −6.2% | +3.6% | +6.1% | −0.3% | −1.4% | +0.5% | −0.8% | −2.2% |
| 2022 | +8.4% | +6.2% | +8.5% | +5.1% | +2.3% | −12.3% | +5.2% | −0.4% | −10.0% | +1.1% | +3.1% | −2.5% |
| 2021 | +2.7% | +5.9% | −2.3% | +8.8% | +3.1% | +2.2% | +1.6% | −0.5% | +5.9% | +1.9% | −7.9% | +4.1% |
| 2020 | −6.8% | −5.2% | −15.7% | +1.0% | +5.0% | +3.1% | +6.9% | +6.5% | −3.0% | +0.8% | +3.5% | +5.9% |
| 2019 | — | — | — | — | — | — | — | −2.1% | +0.6% | +1.9% | −2.6% | +4.7% |
MCSOX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 11.63%
- 3-year Sharpe ratio: 0.66 (vs 4.5% risk-free rate)
- Best month: +9.75% (Jan 2026)
- Worst month: −8.39% (Jun 2026)
MCSOX Fund Flows
Monthly money in and out of MFS Commodity Strategy Fund, from SEC Form N-PORT.
- 12-month net flow: −$94.7M
- 12-month gross sales (incl. reinvestments): $209.2M
- Sales ÷ redemptions: 0.69×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $46.2M | $9.2M | $37.0M |
| Jun 2026 | $7.6M | $1.6M | $5.9M |
| May 2026 | $2.7M | $33.2M | −$30.6M |
| Apr 2026 | $3.8M | $36.6M | −$32.8M |
| Mar 2026 | $2.0M | $81.8M | −$79.9M |
| Feb 2026 | $2.3M | $13.6M | −$11.2M |
| Jan 2026 | $1.4M | $47.4M | −$46.0M |
| Dec 2025 | $132.1M | $27.9M | $104.2M |
| Nov 2025 | $967K | $23.1M | −$22.2M |
| Oct 2025 | $1.7M | $15.9M | −$14.2M |
| Sep 2025 | $1.9M | $12.7M | −$10.8M |
| Aug 2025 | $6.6M | $761K | $5.8M |
MCSOX Assets Under Management
Net assets of MFS Commodity Strategy Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $937.49M |
| 2026-04-30 | $968.88M |
| 2026-01-31 | $960.58M |
| 2025-10-31 | $931.53M |
| 2025-07-31 | $882.77M |
| 2025-04-30 | $833.83M |
| 2025-01-31 | $894.11M |
| 2024-10-31 | $874.14M |
| 2024-07-31 | $851.46M |
| 2024-04-30 | $871.90M |
| 2024-01-31 | $855.49M |
| 2023-10-31 | $774.07M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.