| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.34% | -6.70% | 9.48% | 22.69% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.03% | 10.54% | 12.98% |
| Negative volatility | 10.30% | 7.68% | 8.68% |
| Sharpe | Neg | 0.09 | 0.31 |
| Sortino | Neg | 0.12 | 0.46 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Equity C1 $ | 24.62% | -14.36% | 8.12% | 10.25% | -1.29% | -0.34% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |