| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.34% | 4.27% | 21.50% | 36.02% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.78% | 7.23% | 8.05% |
| Negative volatility | 6.63% | 4.91% | 5.13% |
| Sharpe | Neg | 0.39 | 0.57 |
| Sortino | Neg | 0.57 | 0.90 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Total Return S1 $ | 17.33% | -5.41% | 6.10% | 10.34% | 2.15% | 5.34% | |
| Diversified Usd Balanced | 18.13% | -8.67% | 5.22% | 14.27% | 0.46% | 2.75% | |