SRESX Performance — MFS Global Real Estate Portfolio, Service Class
Data updated: 2026-08-24
SRESX returned +9.32% year to date and +9.76% over one year to Jun 2026. Annualised returns are +5.94% over 3 years and +0.01% over 5 years. The fund trailed its Global Real Estate category average: $100 invested three years ago grew to $119, against $132 for the category, and to $110 over one year, against $113. Volatility over the past three years was 16.44% a year. In the 12 months to Jun 2026 the fund lost a net $26.7M, and assets reached $156.19M.
SRESX Growth of $100
What $100 invested in MFS Global Real Estate Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Real Estate category average over the same months.
| Period | SRESX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $110 | $113 |
| 3 years (Jul 2023 – Jun 2026) | $119 | $132 |
| 5 years (Jul 2021 – Jun 2026) | $100 | $113 |
| Since data start (Jul 2019 – Jun 2026) | $125 | $136 |
SRESX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.32% |
| 1 year | +9.76% |
| 3 years (annualised) | +5.94% |
| 5 years (annualised) | +0.01% |
SRESX Annual Returns
Calendar-year total returns of MFS Global Real Estate Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +9.32% |
| 2025 | +3.31% |
| 2024 | −2.92% |
| 2023 | +11.19% |
| 2022 | −27.13% |
| 2021 | +29.88% |
| 2020 | +1.14% |
| 2019 (Jul–Dec) | +7.42% |
SRESX 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 | +2.1% | +5.6% | −8.5% | +8.3% | 0.0% | +2.4% | — | — | — | — | — | — |
| 2025 | +0.8% | +1.4% | −3.1% | +0.3% | +2.8% | +0.7% | −2.4% | +4.0% | −0.1% | −1.5% | +1.5% | −0.8% |
| 2024 | −4.4% | +0.8% | +3.2% | −7.6% | +4.1% | 0.0% | +5.7% | +4.7% | +2.6% | −5.4% | +2.1% | −7.4% |
| 2023 | +9.5% | −5.1% | −1.8% | +1.8% | −4.7% | +3.6% | +2.9% | −3.2% | −6.6% | −4.8% | +12.0% | +9.3% |
| 2022 | −7.7% | −2.7% | +3.2% | −4.0% | −4.4% | −8.7% | +7.7% | −6.9% | −12.8% | +2.9% | +8.0% | −3.5% |
| 2021 | −0.9% | +2.9% | +2.4% | +6.3% | +2.0% | +1.7% | +4.7% | +1.8% | −5.6% | +5.3% | −0.9% | +7.3% |
| 2020 | +1.4% | −7.0% | −18.5% | +6.8% | +2.6% | +3.1% | +5.1% | +2.1% | −2.0% | −2.1% | +9.2% | +3.6% |
| 2019 | — | — | — | — | — | — | −0.1% | +3.1% | +1.7% | +2.8% | −0.7% | +0.5% |
SRESX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 16.44%
- 3-year Sharpe ratio: 0.09 (vs 4.5% risk-free rate)
- Best month: +11.99% (Nov 2023)
- Worst month: −8.52% (Mar 2026)
SRESX Fund Flows
Monthly money in and out of MFS Global Real Estate Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$26.7M
- 12-month gross sales (incl. reinvestments): $26.4M
- Sales ÷ redemptions: 0.50×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $2.3M | $2.7M | −$355K |
| May 2026 | $2.8M | $1.8M | $945K |
| Apr 2026 | $871K | $6.9M | −$6.0M |
| Mar 2026 | $1.2M | $3.3M | −$2.1M |
| Feb 2026 | $1.4M | $18.5M | −$17.1M |
| Jan 2026 | $2.2M | $6.1M | −$3.9M |
| Dec 2025 | $3.2M | $2.8M | $379K |
| Nov 2025 | $1.0M | $2.5M | −$1.5M |
| Oct 2025 | $1.4M | $2.1M | −$777K |
| Sep 2025 | $2.9M | $1.8M | $1.1M |
| Aug 2025 | $4.8M | $2.5M | $2.2M |
| Jul 2025 | $2.3M | $1.9M | $474K |
SRESX Assets Under Management
Net assets of MFS Global Real Estate Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $156.19M |
| 2026-03-31 | $146.23M |
| 2025-12-31 | $170.07M |
| 2025-09-30 | $173.42M |
| 2025-06-30 | $169.95M |
| 2025-03-31 | $162.48M |
| 2024-12-31 | $162.88M |
| 2024-09-30 | $174.07M |
| 2024-06-30 | $163.63M |
| 2024-03-31 | $167.18M |
| 2023-12-31 | $166.37M |
| 2023-09-30 | $149.67M |
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.