| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.52% | 2.35% | 14.68% | 16.19% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.87% | 10.06% | 14.01% |
| Negative volatility | 5.76% | 6.20% | 9.44% |
| Sharpe | Neg | 0.13 | 0.16 |
| Sortino | Neg | 0.21 | 0.23 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian European Smaller Comp. A1 $ | 21.73% | -20.99% | 9.58% | 6.94% | 0.73% | 4.52% | |
| Equity Europe (Developed Markets) - Mid & Small Cap | 23.08% | -20.29% | 14.19% | 8.50% | 20.95% | 5.48% | |