| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.74% | 6.38% | 17.40% | 33.68% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.30% | 9.77% | 13.09% |
| Negative volatility | 6.66% | 6.65% | 8.27% |
| Sharpe | 0.24 | 0.25 | 0.38 |
| Sortino | 0.34 | 0.37 | 0.60 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian European Value A1 $ | 23.83% | -15.24% | 9.01% | 4.65% | 7.14% | 5.74% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |