| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.25% | -5.17% | 3.04% | 2.26% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.68% | 6.27% | 6.46% |
| Negative volatility | 7.51% | 5.00% | 4.81% |
| Sharpe | Neg | Neg | Neg |
| Sortino | Neg | Neg | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Total Return Bond A1 $ | 6.75% | -9.31% | 2.49% | 7.88% | -5.93% | 1.25% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |