Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCREX (MFS Variable Insurance Trust III – MFS Global Real Estate Portfolio) 10.86% 10.44% 9.82% 3.12% NA NA NA
Data as of 06/04/2026, Common starting date is 01/28/2020
More Performance Analytics Comparison
Name Start Date End Date
SCREX (MFS Variable Insurance Trust III – MFS Global Real Estate Portfolio) 01/28/2020 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -1.19 10.44 9.82 3.12 NA NA NA 10.86 1.48 6.31 13.35 -26.08 38.68 150.92
Sharpe Ratio NA 0.61 0.47 0.06 NA NA NA 1.97 -0.08 0.17 0.49 -1.10 2.59 1.57
Standard Deviation(%) NA 12.70 16.38 18.70 NA NA NA 13.49 16.57 15.51 20.07 25.05 14.93 106.82
Draw Down(%) NA 7.68 16.98 33.38 NA NA NA 7.68 13.97 10.70 19.39 33.38 8.22 40.51
Yield(%) 0.00 5.96 7.28 6.12 9.81 6.54 4.90 0.64 6.07 7.07 8.76 5.73 9.49 9.71
Data as of 06/04/2026, Common starting date is 01/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCREX (MFS Variable Insurance Trust III – MFS Global Real Estate Portfolio) -3.78%
Dec 2021 – Dec 2024
3.74%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCREX (MFS Variable Insurance Trust III – MFS Global Real Estate Portfolio) 10.58%
May 2023 – May 2026
9.85%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return