| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.26% | 1.51% | 39.28% | 50.70% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.93% | 11.11% | 12.43% |
| Negative volatility | 10.73% | 7.06% | 7.98% |
| Sharpe | Neg | 0.77 | 0.66 |
| Sortino | Neg | 1.21 | 1.03 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Research Focused W1 $ | 24.42% | -12.93% | 13.69% | 21.00% | 4.02% | 2.26% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |