| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.67% | 0.91% | 34.00% | 40.78% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.92% | 11.10% | 12.41% |
| Negative volatility | 10.97% | 7.26% | 8.19% |
| Sharpe | Neg | 0.63 | 0.54 |
| Sortino | Neg | 0.97 | 0.82 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Research Focused N1 $ | 22.57% | -14.21% | 12.01% | 19.21% | 2.50% | 2.67% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |