| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.17% | 4.58% | 21.24% | 34.90% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.09% | 9.17% | 12.07% |
| Negative volatility | 5.46% | 5.68% | 7.36% |
| Sharpe | 0.15 | 0.37 | 0.46 |
| Sortino | 0.22 | 0.60 | 0.76 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.K. Equity A1 $ | 20.90% | -9.56% | 4.29% | 12.67% | 5.17% | 4.17% | |
| Equity UK - Large & Mid Cap Value | 25.51% | 8.57% | 8.97% | 17.87% | 25.59% | 9.17% | |