| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.19% | 2.56% | 15.72% | 11.54% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.54% | 11.86% | 15.33% |
| Negative volatility | 5.68% | 8.28% | 10.84% |
| Sharpe | 0.09 | 0.19 | 0.15 |
| Sortino | 0.12 | 0.27 | 0.21 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Concentrated PH1 EUR | 16.88% | -21.42% | 8.88% | 2.32% | 9.49% | 0.19% | |
| Equity World (Emerging & Developed Markets) - EUR Hedged | 22.45% | -17.40% | 21.11% | 19.33% | 16.87% | 1.95% | |