| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.11% | 10.61% | 33.24% | 24.29% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.61% | 9.64% | 12.38% |
| Negative volatility | 3.84% | 6.00% | 8.38% |
| Sharpe | 1.24 | 0.61 | 0.33 |
| Sortino | 2.45 | 0.98 | 0.49 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Total Return W1 GBP | 15.32% | -17.00% | 10.70% | 7.95% | 9.05% | 5.11% | |
| Diversified Usd Balanced | 18.13% | -8.67% | 5.22% | 14.27% | 0.46% | 2.75% | |