| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.32% | -6.46% | 10.30% | 24.21% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.07% | 10.54% | 13.00% |
| Negative volatility | 10.28% | 7.65% | 8.66% |
| Sharpe | Neg | 0.11 | 0.33 |
| Sortino | Neg | 0.15 | 0.49 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Equity N1 $ | 24.93% | -14.17% | 8.40% | 10.53% | -1.04% | -0.32% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |