| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.11% | -5.38% | 2.90% | 2.10% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.81% | 6.32% | 6.49% |
| Negative volatility | 7.60% | 5.03% | 4.84% |
| Sharpe | Neg | Neg | Neg |
| Sortino | Neg | Neg | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Total Return Bond A2 Dis $ | 6.74% | -9.25% | 2.40% | 7.98% | -6.00% | 1.11% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |