| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.22% | 1.37% | 38.63% | 49.54% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.95% | 11.12% | 12.43% |
| Negative volatility | 10.76% | 7.08% | 8.00% |
| Sharpe | Neg | 0.76 | 0.65 |
| Sortino | Neg | 1.19 | 1.01 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Research Focused S1 $ | 24.26% | -13.06% | 13.55% | 20.82% | 3.86% | 2.22% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |