| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.12% | -5.28% | 14.52% | 32.22% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.03% | 10.55% | 13.00% |
| Negative volatility | 10.08% | 7.46% | 8.46% |
| Sharpe | Neg | 0.23 | 0.42 |
| Sortino | Neg | 0.32 | 0.65 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Equity W1 $ | 26.49% | -13.08% | 9.75% | 11.91% | 0.20% | -0.12% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |