| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.62% | -5.12% | 12.93% | 28.46% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.04% | 10.55% | 12.99% |
| Negative volatility | 10.19% | 7.57% | 8.57% |
| Sharpe | Neg | 0.16 | 0.36 |
| Sortino | Neg | 0.22 | 0.55 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Global Equity P1 $ | 25.54% | -13.73% | 8.94% | 11.08% | -0.55% | 0.62% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |