| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.04% | -6.83% | 27.48% | 47.16% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.49% | 12.86% | 14.33% |
| Negative volatility | 13.09% | 8.34% | 9.11% |
| Sharpe | Neg | 0.50 | 0.59 |
| Sortino | Neg | 0.78 | 0.92 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Concentrated Growth S1 $ | 32.87% | -14.15% | 17.54% | 19.41% | -1.43% | -3.04% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |