| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.08% | 4.13% | 19.38% | 31.60% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.03% | 9.16% | 12.06% |
| Negative volatility | 5.48% | 5.75% | 7.43% |
| Sharpe | 0.11 | 0.32 | 0.42 |
| Sortino | 0.16 | 0.51 | 0.68 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.K. Equity N1 $ | 20.32% | -10.09% | 3.86% | 12.02% | 4.74% | 4.08% | |
| Equity UK - Large & Mid Cap Value | 25.51% | 8.57% | 8.97% | 17.87% | 25.59% | 9.17% | |