| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.18% | -7.78% | 23.61% | 39.78% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.48% | 12.85% | 14.32% |
| Negative volatility | 13.26% | 8.48% | 9.26% |
| Sharpe | Neg | 0.42 | 0.52 |
| Sortino | Neg | 0.64 | 0.80 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Concentrated Growth A1 $ | 31.56% | -15.04% | 16.33% | 18.18% | -2.44% | -3.18% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |