See what your fund actually adds

MFS Commodity Strategy Fund Class A MCSAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

MCSAX compared with its replication portfolio
MeasureMCSAXReplication
Annualized growth10.0%10.8%
Annualized volatility16.2%15.7%
Sharpe ratio0.670.73
Maximum drawdown26.5%21.8%
Replication fit (R²)0.96 · Tracking error 3.1%

Replication portfolio

The published portfolio below is the investable basket used to model MCSAX’s historical return behavior.

MCSAX replication basket weights
TickerBuilding blockWeight
BCIAlternatives · Commodities90.8%
IAUAlternatives · Gold3.6%
XLBSector · Materials2.9%
XLESector · Energy2.7%