| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.77% | -1.13% | 24.31% | 20.69% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.89% | 12.66% | 17.51% |
| Negative volatility | 7.54% | 8.46% | 11.88% |
| Sharpe | Neg | 0.40 | 0.29 |
| Sortino | Neg | 0.60 | 0.42 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Concentrated WH1 GBP Hdg | 26.67% | -24.15% | 13.56% | 9.44% | 6.64% | -0.77% | |
| Equity GBP Hedged | 19.67% | -21.11% | 16.13% | 17.81% | 14.68% | 2.65% | |