| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.34% | 4.10% | 20.80% | 34.75% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.80% | 7.22% | 8.06% |
| Negative volatility | 6.66% | 4.93% | 5.16% |
| Sharpe | Neg | 0.36 | 0.55 |
| Sortino | Neg | 0.53 | 0.86 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Total Return W2 $ | 17.18% | -5.61% | 5.88% | 10.17% | 1.94% | 5.34% | |
| Diversified Usd Balanced | 18.13% | -8.67% | 5.22% | 14.27% | 0.46% | 2.75% | |