| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.21% | -4.80% | 4.57% | 4.94% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.70% | 6.29% | 6.47% |
| Negative volatility | 7.42% | 4.92% | 4.73% |
| Sharpe | Neg | Neg | Neg |
| Sortino | Neg | Neg | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Total Return Bond S1 $ | 7.28% | -8.78% | 3.01% | 8.48% | -5.43% | 1.21% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |