| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.02% | -6.94% | 11.52% | 12.28% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.37% | 6.02% | 6.62% |
| Negative volatility | 5.50% | 3.98% | 4.37% |
| Sharpe | Neg | 0.25 | 0.19 |
| Sortino | Neg | 0.38 | 0.29 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Prudent Wealth N1 $ | 11.06% | -11.84% | 9.44% | 7.52% | 0.86% | -3.02% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |