| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.51% | -6.35% | 5.31% | 16.40% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.15% | 6.28% | 6.41% |
| Negative volatility | 7.17% | 4.75% | 4.44% |
| Sharpe | Neg | Neg | 0.19 |
| Sortino | Neg | Neg | 0.27 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| AXA WF US Credit Sh Duration IG F $ | 8.06% | 2.47% | 1.47% | 11.79% | -6.61% | 0.51% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |