| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.98% | 0.26% | 35.99% | 43.03% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.30% | 11.07% | 12.74% |
| Negative volatility | 11.13% | 7.17% | 8.24% |
| Sharpe | Neg | 0.71 | 0.58 |
| Sortino | Neg | 1.09 | 0.90 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Research Focused A1 EUR | 22.15% | -13.60% | 12.91% | 20.14% | 2.66% | 1.98% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |