| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.62% | -6.38% | 5.30% | 15.11% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.04% | 6.18% | 6.40% |
| Negative volatility | 7.12% | 4.66% | 4.44% |
| Sharpe | Neg | Neg | 0.15 |
| Sortino | Neg | Neg | 0.21 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Limited Maturity S1 $ | 7.95% | 1.50% | 1.79% | 11.41% | -6.73% | 0.62% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |