| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.24% | -8.25% | 21.65% | 36.14% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.48% | 12.85% | 14.32% |
| Negative volatility | 13.36% | 8.56% | 9.35% |
| Sharpe | Neg | 0.38 | 0.48 |
| Sortino | Neg | 0.57 | 0.73 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Concentrated Growth N1 $ | 30.88% | -15.52% | 15.76% | 17.55% | -2.96% | -3.24% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |