| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.09% | -3.94% | 19.27% | 28.65% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.42% | 6.41% | 7.22% |
| Negative volatility | 7.72% | 4.57% | 4.57% |
| Sharpe | Neg | 0.42 | 0.46 |
| Sortino | Neg | 0.58 | 0.73 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global High Yield W2 $ | 11.86% | -4.44% | 9.14% | 15.55% | -3.83% | 1.09% | |
| Bond USA - Corporate High Yield | 13.36% | -5.40% | 9.60% | 15.45% | -4.33% | 0.72% | |