| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.44% | 6.77% | 17.37% | 31.24% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.47% | 9.66% | 13.22% |
| Negative volatility | 6.99% | 6.80% | 8.58% |
| Sharpe | 0.23 | 0.23 | 0.35 |
| Sortino | 0.31 | 0.33 | 0.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian European Value N1 EUR | 22.16% | -15.49% | 8.81% | 4.39% | 6.31% | 6.44% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |