| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.07% | -7.22% | 10.59% | 10.83% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.41% | 6.05% | 6.62% |
| Negative volatility | 5.59% | 4.05% | 4.43% |
| Sharpe | Neg | 0.21 | 0.16 |
| Sortino | Neg | 0.31 | 0.23 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Prudent Wealth C1 $ | 10.78% | -12.08% | 9.17% | 7.25% | 0.59% | -3.07% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |