Compare
MFS Meridian Prudent Wealth A1 $ LU0337786437
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 2/20/2026
- NAV
- 24.790
- Daily change (%)
- 0.85%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.99% | -6.51% | 13.14% | 15.03% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.40% | 6.02% | 6.60% |
| Negative volatility | 5.41% | 3.90% | 4.29% |
| Sharpe | Neg | 0.33 | 0.27 |
| Sortino | Neg | 0.52 | 0.42 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Prudent Wealth A1 $ | 11.56% | -11.41% | 9.98% | 8.07% | 1.39% | -2.99% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |