| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.32% | -4.53% | 17.23% | 20.01% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.98% | 6.20% | 6.81% |
| Negative volatility | 5.72% | 3.96% | 4.38% |
| Sharpe | Neg | 0.49 | 0.39 |
| Sortino | Neg | 0.77 | 0.61 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian Prudent Wealth W1 EUR | 11.46% | -10.52% | 11.14% | 9.21% | 1.79% | -2.32% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |