| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.78% | 7.06% | 39.95% | 51.06% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.02% | 12.40% | 16.09% |
| Negative volatility | 7.49% | 7.84% | 10.15% |
| Sharpe | 0.48 | 0.61 | 0.55 |
| Sortino | 0.71 | 0.97 | 0.87 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Value W1 GBP | 32.51% | -13.75% | 8.29% | 16.01% | 6.38% | 5.78% | |
| Equity Usa - Large & Mid Cap Value | 34.66% | -1.48% | 7.69% | 22.01% | 2.19% | 6.37% | |