| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.25% | 3.16% | 18.50% | 30.50% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.78% | 7.23% | 8.04% |
| Negative volatility | 6.74% | 5.03% | 5.24% |
| Sharpe | Neg | 0.27 | 0.47 |
| Sortino | Neg | 0.39 | 0.72 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Total Return P1 $ | 16.35% | -6.17% | 5.19% | 9.42% | 1.30% | 5.25% | |