| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.46% | -5.24% | 14.56% | 15.57% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.97% | 6.20% | 6.82% |
| Negative volatility | 5.86% | 4.08% | 4.50% |
| Sharpe | Neg | 0.37 | 0.28 |
| Sortino | Neg | 0.57 | 0.43 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Prudent Wealth A1 EUR | 10.65% | -11.22% | 10.35% | 8.36% | 1.05% | -2.46% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |