| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.63% | -0.47% | 41.41% | 34.38% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.26% | 13.12% | 17.35% |
| Negative volatility | 8.76% | 7.91% | 11.64% |
| Sharpe | 0.12 | 0.73 | 0.45 |
| Sortino | 0.17 | 1.21 | 0.67 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Concentrated Growth W1 GBP | 30.30% | -25.47% | 23.23% | 17.11% | 5.08% | -2.63% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |