| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.11% | 0.52% | 35.21% | 43.38% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.93% | 11.10% | 12.42% |
| Negative volatility | 10.89% | 7.19% | 8.12% |
| Sharpe | Neg | 0.68 | 0.58 |
| Sortino | Neg | 1.05 | 0.89 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Research Focused A1 $ | 23.21% | -13.79% | 12.58% | 19.82% | 2.99% | 2.11% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |