SIBGX Performance — MFS Growth Allocation Portfolio, Initial Class
Data updated: 2026-08-24
SIBGX returned +6.49% year to date and +10.91% over one year to Jun 2026. Annualised returns are +11.75% over 3 years and +5.62% over 5 years. The fund trailed its US Multi-Cap Blend category average: $100 invested three years ago grew to $140, against $143 for the category, and to $111 over one year, against $116. Volatility over the past three years was 10.45% a year. In the 12 months to Jun 2026 the fund took in a net $34.0M, and assets reached $369.76M.
SIBGX Growth of $100
What $100 invested in MFS Growth Allocation Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | SIBGX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $111 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $140 | $143 |
| 5 years (Jul 2021 – Jun 2026) | $131 | $136 |
| Since data start (Jul 2019 – Jun 2026) | $179 | $173 |
SIBGX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.49% |
| 1 year | +10.91% |
| 3 years (annualised) | +11.75% |
| 5 years (annualised) | +5.62% |
SIBGX Annual Returns
Calendar-year total returns of MFS Growth Allocation Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +6.49% |
| 2025 | +12.18% |
| 2024 | +10.34% |
| 2023 | +15.29% |
| 2022 | −18.26% |
| 2021 | +15.75% |
| 2020 | +15.80% |
| 2019 (Jul–Dec) | +7.48% |
SIBGX 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 | +2.2% | +1.8% | −5.8% | +6.0% | +1.5% | +1.1% | — | — | — | — | — | — |
| 2025 | +3.4% | −0.6% | −3.1% | +0.5% | +4.2% | +3.2% | 0.0% | +2.0% | +1.2% | 0.0% | +0.6% | +0.3% |
| 2024 | 0.0% | +3.5% | +2.8% | −3.8% | +3.6% | +0.4% | +2.9% | +2.2% | +1.4% | −2.2% | +3.5% | −3.9% |
| 2023 | +6.2% | −3.3% | +2.0% | +1.2% | −1.8% | +4.6% | +2.2% | −1.9% | −4.5% | −2.3% | +7.8% | +5.1% |
| 2022 | −5.9% | −2.4% | +0.4% | −6.8% | +0.4% | −7.1% | +7.1% | −4.5% | −8.2% | +5.1% | +7.1% | −3.4% |
| 2021 | −1.5% | +1.7% | +2.4% | +4.2% | +1.3% | +0.9% | +2.0% | +2.1% | −3.8% | +4.4% | −2.1% | +3.4% |
| 2020 | +0.3% | −5.9% | −11.7% | +9.2% | +5.0% | +1.9% | +5.0% | +3.6% | −1.8% | −1.7% | +9.0% | +3.9% |
| 2019 | — | — | — | — | — | — | +0.6% | −0.2% | +0.9% | +1.4% | +2.3% | +2.3% |
SIBGX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.45%
- 3-year Sharpe ratio: 0.69 (vs 4.5% risk-free rate)
- Best month: +7.82% (Nov 2023)
- Worst month: −5.79% (Mar 2026)
SIBGX Fund Flows
Monthly money in and out of MFS Growth Allocation Portfolio, from SEC Form N-PORT.
- 12-month net flow: $34.0M
- 12-month gross sales (incl. reinvestments): $72.4M
- Sales ÷ redemptions: 1.89×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $2.7M | $3.4M | −$655K |
| May 2026 | $3.1M | $2.3M | $758K |
| Apr 2026 | $3.6M | $2.6M | $1.0M |
| Mar 2026 | $6.1M | $2.8M | $3.3M |
| Feb 2026 | $3.4M | $2.7M | $632K |
| Jan 2026 | $3.3M | $2.9M | $436K |
| Dec 2025 | $4.0M | $2.6M | $1.4M |
| Nov 2025 | $5.7M | $3.0M | $2.8M |
| Oct 2025 | $6.1M | $3.1M | $3.0M |
| Sep 2025 | $4.4M | $3.4M | $934K |
| Aug 2025 | $24.1M | $3.8M | $20.3M |
| Jul 2025 | $6.0M | $5.7M | $229K |
SIBGX Assets Under Management
Net assets of MFS Growth Allocation Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $369.76M |
| 2026-03-31 | $339.16M |
| 2025-12-31 | $342.28M |
| 2025-09-30 | $332.29M |
| 2025-06-30 | $320.35M |
| 2025-03-31 | $296.13M |
| 2024-12-31 | $300.67M |
| 2024-09-30 | $308.17M |
| 2024-06-30 | $291.43M |
| 2024-03-31 | $300.41M |
| 2023-12-31 | $283.94M |
| 2023-09-30 | $255.99M |
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.