| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.30% | 4.50% | 15.00% | 11.94% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 1.83% | 2.81% | 5.95% |
| Negative volatility | 1.30% | 1.66% | 4.34% |
| Sharpe | 1.13 | 0.59 | 0.12 |
| Sortino | 1.59 | 0.99 | 0.16 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Consultinvest Plus C | 3.39% | -8.78% | 7.92% | 4.87% | 4.28% | 1.30% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |