| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.00% | -0.24% | 32.19% | 38.12% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.92% | 11.10% | 12.41% |
| Negative volatility | 11.01% | 7.29% | 8.22% |
| Sharpe | Neg | 0.61 | 0.52 |
| Sortino | Neg | 0.93 | 0.79 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Research Focused C1 $ | 22.28% | -14.45% | 11.75% | 18.94% | 2.21% | 2.00% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |