Compare
MFS Meridian Prudent Wealth W1 $ LU0583243885
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 2/20/2026
- NAV
- 25.050
- Daily change (%)
- 0.85%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.88% | -5.80% | 15.69% | 19.44% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.38% | 6.04% | 6.61% |
| Negative volatility | 5.24% | 3.79% | 4.17% |
| Sharpe | Neg | 0.46 | 0.38 |
| Sortino | Neg | 0.73 | 0.61 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Prudent Wealth W1 $ | 12.46% | -10.73% | 10.77% | 8.92% | 2.11% | -2.88% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |