| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.15% | 6.73% | 26.60% | 42.33% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.23% | 8.83% | 12.13% |
| Negative volatility | 5.35% | 5.53% | 7.51% |
| Sharpe | 0.31 | 0.52 | 0.55 |
| Sortino | 0.48 | 0.84 | 0.89 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.K. Equity W1 GBP | 21.89% | -8.86% | 5.65% | 14.27% | 5.99% | 5.15% | |
| Equity UK - Large & Mid Cap Value | 25.51% | 8.57% | 8.97% | 17.87% | 25.59% | 9.17% | |