| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.55% | -6.34% | 5.53% | 15.73% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.02% | 6.18% | 6.37% |
| Negative volatility | 7.08% | 4.64% | 4.40% |
| Sharpe | Neg | Neg | 0.16 |
| Sortino | Neg | Neg | 0.24 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Limited Maturity W2 $ | 7.96% | 1.73% | 1.92% | 11.56% | -6.69% | 0.55% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |