SBISX Performance — MFS Inflation-Adjusted Bond Portfolio, Service Class
Data updated: 2026-08-24
SBISX returned +0.13% year to date and +0.65% over one year to Jun 2026. Annualised returns are +2.00% over 3 years and −3.12% over 5 years. The fund trailed its Global Long-Term Core Bond category average: $100 invested three years ago grew to $106, against $114 for the category, and to $101 over one year, against $102. Volatility over the past three years was 7.34% a year. In the 12 months to Jun 2026 the fund lost a net $5.5M, and assets reached $148.19M.
SBISX Growth of $100
What $100 invested in MFS Inflation-Adjusted Bond Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Long-Term Core Bond category average over the same months.
| Period | SBISX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $101 | $102 |
| 3 years (Jul 2023 – Jun 2026) | $106 | $114 |
| 5 years (Jul 2021 – Jun 2026) | $85 | $100 |
| Since data start (Jul 2019 – Jun 2026) | $97 | $109 |
SBISX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.13% |
| 1 year | +0.65% |
| 3 years (annualised) | +2.00% |
| 5 years (annualised) | −3.12% |
SBISX Annual Returns
Calendar-year total returns of MFS Inflation-Adjusted Bond Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +0.13% |
| 2025 | +8.19% |
| 2024 | −4.14% |
| 2023 | +2.46% |
| 2022 | −21.67% |
| 2021 | +1.31% |
| 2020 | +13.21% |
| 2019 (Jul–Dec) | +1.38% |
SBISX 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 | +1.5% | +1.5% | −3.3% | +1.8% | +0.2% | −1.5% | — | — | — | — | — | — |
| 2025 | +0.9% | +1.4% | +1.0% | +2.2% | −0.6% | +2.5% | −1.8% | +1.2% | +0.5% | +0.1% | +0.2% | +0.2% |
| 2024 | −2.1% | −1.1% | +1.1% | −2.6% | +2.0% | −0.4% | +2.6% | +1.4% | +1.6% | −3.4% | 0.0% | −3.2% |
| 2023 | +2.7% | −3.4% | +4.0% | −0.2% | −3.2% | +0.6% | +0.4% | −1.9% | −4.3% | −0.9% | +4.5% | +4.7% |
| 2022 | −2.7% | +0.1% | −2.4% | −5.5% | −2.8% | −5.0% | +4.4% | −6.1% | −7.7% | +0.9% | +5.3% | −1.8% |
| 2021 | −1.1% | −2.7% | +0.3% | +1.3% | +2.5% | −1.3% | +3.5% | −0.5% | −2.6% | +2.1% | +1.1% | −1.0% |
| 2020 | +2.6% | 0.0% | −4.2% | +3.1% | +1.4% | +1.6% | +4.7% | 0.0% | −1.0% | −0.1% | +2.5% | +2.1% |
| 2019 | — | — | — | — | — | — | −0.3% | +3.1% | −0.9% | +0.2% | −1.1% | +0.5% |
SBISX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 7.34%
- 3-year Sharpe ratio: -0.34 (vs 4.5% risk-free rate)
- Best month: +4.72% (Dec 2023)
- Worst month: −4.30% (Sep 2023)
SBISX Fund Flows
Monthly money in and out of MFS Inflation-Adjusted Bond Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$5.5M
- 12-month gross sales (incl. reinvestments): $18.8M
- Sales ÷ redemptions: 0.77×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $3.6M | $1.4M | $2.2M |
| May 2026 | $878K | $1.3M | −$436K |
| Apr 2026 | $367K | $1.5M | −$1.2M |
| Mar 2026 | $176K | $3.3M | −$3.1M |
| Feb 2026 | $63K | $2.1M | −$2.1M |
| Jan 2026 | $322K | $1.8M | −$1.5M |
| Dec 2025 | $1.2M | $2.1M | −$857K |
| Nov 2025 | $199K | $2.9M | −$2.7M |
| Oct 2025 | $250K | $2.1M | −$1.9M |
| Sep 2025 | $2.7M | $2.2M | $489K |
| Aug 2025 | $5.6M | $2.0M | $3.5M |
| Jul 2025 | $3.4M | $1.3M | $2.2M |
SBISX Assets Under Management
Net assets of MFS Inflation-Adjusted Bond Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $148.19M |
| 2026-03-31 | $146.83M |
| 2025-12-31 | $153.99M |
| 2025-09-30 | $158.42M |
| 2025-06-30 | $157.52M |
| 2025-03-31 | $156.29M |
| 2024-12-31 | $159.20M |
| 2024-09-30 | $168.05M |
| 2024-06-30 | $165.49M |
| 2024-03-31 | $173.60M |
| 2023-12-31 | $176.01M |
| 2023-09-30 | $168.68M |
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.