| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.54% | 7.29% | 19.15% | 34.56% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.47% | 9.67% | 13.22% |
| Negative volatility | 6.90% | 6.73% | 8.50% |
| Sharpe | 0.28 | 0.28 | 0.39 |
| Sortino | 0.39 | 0.40 | 0.60 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian European Value A1 EUR | 22.79% | -15.06% | 9.35% | 4.94% | 6.81% | 6.54% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |