| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.89% | 8.34% | 25.08% | 46.55% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.45% | 9.67% | 13.24% |
| Negative volatility | 6.63% | 6.44% | 8.22% |
| Sharpe | 0.50 | 0.48 | 0.53 |
| Sortino | 0.71 | 0.72 | 0.85 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian European Value Z1 EUR | 25.06% | -13.50% | 11.40% | 6.88% | 9.01% | 5.89% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |