| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.85% | -7.77% | 11.07% | 27.54% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.18% | 10.88% | 13.70% |
| Negative volatility | 11.29% | 7.89% | 9.03% |
| Sharpe | Neg | 0.13 | 0.35 |
| Sortino | Neg | 0.18 | 0.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Concentrated A1 EUR | 26.91% | -13.28% | 8.07% | 11.12% | -1.12% | -0.85% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Growth | 26.22% | -23.75% | 29.01% | 32.77% | 8.16% | -0.87% | |