| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.09% | 3.17% | 19.17% | 30.17% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.01% | 7.09% | 8.19% |
| Negative volatility | 6.80% | 4.88% | 5.29% |
| Sharpe | Neg | 0.31 | 0.48 |
| Sortino | Neg | 0.45 | 0.74 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Total Return Fund A4 EUR | 15.37% | -5.99% | 5.61% | 9.63% | 0.96% | 5.09% | |
| Diversified Usd Balanced | 18.13% | -8.67% | 5.22% | 14.27% | 0.46% | 2.75% | |