SCOSX Performance — MFS Blended Research Small Cap Equity Portfolio, Initial Class
Data updated: 2026-08-24
SCOSX returned +19.34% year to date and +31.82% over one year to Jun 2026. Annualised returns are +13.66% over 3 years and +6.23% over 5 years. The fund trailed its US Small Blend category average: $100 invested three years ago grew to $147, against $156 for the category, and to $132 over one year, against $133. Volatility over the past three years was 18.73% a year. In the 12 months to Jun 2026 the fund lost a net $5.9M, and assets reached $86.09M.
SCOSX Growth of $100
What $100 invested in MFS Blended Research Small Cap Equity Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | SCOSX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $132 | $133 |
| 3 years (Jul 2023 – Jun 2026) | $147 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $135 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $182 | $209 |
SCOSX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +19.34% |
| 1 year | +31.82% |
| 3 years (annualised) | +13.66% |
| 5 years (annualised) | +6.23% |
SCOSX Annual Returns
Calendar-year total returns of MFS Blended Research Small Cap Equity Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +19.34% |
| 2025 | +5.74% |
| 2024 | +4.94% |
| 2023 | +18.94% |
| 2022 | −18.38% |
| 2021 | +29.66% |
| 2020 | +2.24% |
| 2019 (Jul–Dec) | +6.92% |
SCOSX 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 | +4.6% | +2.5% | −5.7% | +12.2% | +0.6% | +4.6% | — | — | — | — | — | — |
| 2025 | +1.9% | −4.3% | −7.8% | −4.3% | +5.4% | +5.4% | +0.8% | +7.4% | +0.5% | −0.2% | +2.1% | −0.4% |
| 2024 | −1.8% | +3.3% | +2.4% | −6.2% | +3.6% | −1.4% | +8.8% | −2.4% | −0.1% | −1.4% | +8.8% | −7.4% |
| 2023 | +9.3% | −1.5% | −5.7% | −1.4% | −2.1% | +9.3% | +5.7% | −3.4% | −4.9% | −6.5% | +8.8% | +12.2% |
| 2022 | −7.2% | +2.0% | +0.9% | −8.9% | +0.5% | −8.8% | +9.8% | −4.3% | −9.0% | +10.8% | +2.9% | −6.1% |
| 2021 | +4.8% | +7.6% | +2.9% | +4.2% | +1.0% | +0.9% | −1.4% | +4.0% | −2.5% | +4.1% | −3.5% | +4.7% |
| 2020 | −5.0% | −9.4% | −22.7% | +13.8% | +5.3% | +1.5% | +3.1% | +3.6% | −4.4% | +1.8% | +13.9% | +6.7% |
| 2019 | — | — | — | — | — | — | +0.2% | −6.1% | +1.8% | +2.8% | +5.1% | +3.3% |
SCOSX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 18.73%
- 3-year Sharpe ratio: 0.49 (vs 4.5% risk-free rate)
- Best month: +12.22% (Dec 2023)
- Worst month: −7.75% (Mar 2025)
SCOSX Fund Flows
Monthly money in and out of MFS Blended Research Small Cap Equity Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$5.9M
- 12-month gross sales (incl. reinvestments): $14.3M
- Sales ÷ redemptions: 0.71×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $401K | $5.2M | −$4.8M |
| May 2026 | $387K | $944K | −$557K |
| Apr 2026 | $259K | $1.1M | −$828K |
| Mar 2026 | $1.0M | $1.0M | −$14K |
| Feb 2026 | $1.0M | $1.1M | −$90K |
| Jan 2026 | $719K | $1.1M | −$382K |
| Dec 2025 | $433K | $916K | −$482K |
| Nov 2025 | $109K | $1.0M | −$926K |
| Oct 2025 | $235K | $1.3M | −$1.1M |
| Sep 2025 | $371K | $4.4M | −$4.1M |
| Aug 2025 | $9.1M | $960K | $8.1M |
| Jul 2025 | $356K | $1.1M | −$749K |
SCOSX Assets Under Management
Net assets of MFS Blended Research Small Cap Equity Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $86.09M |
| 2026-03-31 | $78.49M |
| 2025-12-31 | $78.09M |
| 2025-09-30 | $79.55M |
| 2025-06-30 | $77.90M |
| 2025-03-31 | $74.32M |
| 2024-12-31 | $80.47M |
| 2024-09-30 | $85.07M |
| 2024-06-30 | $81.42M |
| 2024-03-31 | $85.01M |
| 2023-12-31 | $85.61M |
| 2023-09-30 | $77.57M |
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.