| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.11% | -5.14% | 15.09% | 33.28% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.05% | 10.55% | 13.00% |
| Negative volatility | 10.06% | 7.45% | 8.44% |
| Sharpe | Neg | 0.24 | 0.43 |
| Sortino | Neg | 0.35 | 0.67 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Equity S1 $ | 26.68% | -12.93% | 9.93% | 12.10% | 0.36% | -0.11% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |