| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.46% | -6.63% | 4.36% | 14.67% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.14% | 6.28% | 6.41% |
| Negative volatility | 7.22% | 4.80% | 4.48% |
| Sharpe | Neg | Neg | 0.14 |
| Sortino | Neg | Neg | 0.20 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| AXA WF US Credit Sh Duration IG A $ | 7.74% | 2.16% | 1.18% | 11.45% | -6.89% | 0.46% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |