| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.42% | -6.83% | 3.78% | 12.62% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.15% | 6.18% | 6.42% |
| Negative volatility | 7.27% | 4.75% | 4.51% |
| Sharpe | Neg | Neg | 0.08 |
| Sortino | Neg | Neg | 0.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Limited Maturity A2 $ | 7.49% | 1.17% | 1.38% | 10.87% | -7.17% | 0.42% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |