| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.63% | 8.12% | 21.84% | 39.68% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.50% | 9.69% | 13.24% |
| Negative volatility | 6.82% | 6.62% | 8.39% |
| Sharpe | 0.36 | 0.36 | 0.44 |
| Sortino | 0.50 | 0.53 | 0.70 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian European Value W1 EUR | 23.67% | -14.41% | 10.18% | 5.72% | 7.64% | 6.63% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |