| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.15% | 0.95% | 29.28% | 11.33% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.51% | 7.88% | 10.26% |
| Negative volatility | 2.33% | 4.49% | 7.31% |
| Sharpe | 0.76 | 0.78 | 0.21 |
| Sortino | 1.79 | 1.36 | 0.29 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Prudent Wealth WH1 GBP Hdg | 10.55% | -21.63% | 16.35% | 6.95% | 9.00% | -2.15% | |
| Total Return Gbp Hegded | 9.38% | -8.85% | 7.67% | 10.91% | 3.85% | 2.31% | |