| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.30% | -8.52% | 20.74% | 34.43% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.50% | 12.85% | 14.31% |
| Negative volatility | 13.40% | 8.60% | 9.38% |
| Sharpe | Neg | 0.36 | 0.46 |
| Sortino | Neg | 0.54 | 0.70 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Concentrated Growth C1 $ | 30.52% | -15.71% | 15.47% | 17.25% | -3.20% | -3.30% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |