| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.16% | 2.49% | 16.38% | 26.60% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.81% | 7.21% | 8.02% |
| Negative volatility | 6.84% | 5.10% | 5.32% |
| Sharpe | Neg | 0.18 | 0.40 |
| Sortino | Neg | 0.26 | 0.60 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Total Return N2 $ | 15.65% | -6.70% | 4.53% | 8.79% | 0.65% | 5.16% | |
| Diversified Usd Balanced | 18.13% | -8.67% | 5.22% | 14.27% | 0.46% | 2.75% | |