| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.31% | -6.74% | 11.62% | 29.25% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.19% | 11.12% | 13.48% |
| Negative volatility | 11.29% | 8.03% | 8.94% |
| Sharpe | Neg | 0.11 | 0.35 |
| Sortino | Neg | 0.15 | 0.52 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Concentrated A1 $ | 27.98% | -13.45% | 7.75% | 10.83% | -0.78% | 0.31% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Growth | 26.22% | -23.75% | 29.01% | 32.77% | 8.16% | -0.87% | |