| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.83% | -8.25% | 7.98% | 23.15% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.18% | 11.12% | 13.48% |
| Negative volatility | 11.41% | 8.14% | 9.06% |
| Sharpe | Neg | 0.04 | 0.29 |
| Sortino | Neg | 0.05 | 0.43 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Concentrated C1 $ | 27.03% | -14.11% | 6.93% | 9.99% | -1.54% | -0.83% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Growth | 26.22% | -23.75% | 29.01% | 32.77% | 8.16% | -0.87% | |