| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.10% | 2.52% | 15.49% | 25.06% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.79% | 7.24% | 8.05% |
| Negative volatility | 6.87% | 5.16% | 5.37% |
| Sharpe | Neg | 0.15 | 0.36 |
| Sortino | Neg | 0.21 | 0.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Total Return C1 $ | 15.36% | -6.98% | 4.33% | 8.48% | 0.45% | 5.10% | |
| Diversified Usd Balanced | 18.13% | -8.67% | 5.22% | 14.27% | 0.46% | 2.75% | |