| Analysis at 12/16/2025 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 10.88% | 9.23% | 33.92% | 45.48% |
| Analysis at 12/16/2025 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.79% | 10.13% | 12.37% |
| Negative volatility | 5.54% | 6.23% | 7.64% |
| Sharpe | 0.69 | 0.54 | 0.54 |
| Sortino | 1.22 | 0.87 | 0.88 |
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | ||
| MFS Meridian European Research Z1 EUR | 1.29% | 19.77% | -10.50% | 11.64% | 8.33% | 10.88% | |
| Equity Europe (Developed Markets) - Large & Mid Cap | 25.85% | -8.92% | 16.57% | 9.27% | 20.13% | 5.82% | |