| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.83% | 10.10% | 27.92% | 37.01% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.86% | 11.36% | 13.80% |
| Negative volatility | 5.17% | 7.74% | 9.24% |
| Sharpe | 0.72 | 0.38 | 0.43 |
| Sortino | 1.09 | 0.56 | 0.64 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Value AH1 EUR | 22.10% | -10.66% | 3.70% | 8.17% | 8.72% | 5.83% | |
| Equity Usa - EUR Hedged | 25.26% | -21.46% | 23.09% | 22.53% | 15.09% | 0.32% | |