| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.22% | 19.29% | 29.85% | 15.74% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.02% | 10.84% | 14.36% |
| Negative volatility | 3.19% | 7.11% | 10.11% |
| Sharpe | 2.43 | 0.54 | 0.18 |
| Sortino | 5.36 | 0.82 | 0.25 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Consultinvest Global A | 5.62% | -17.43% | 9.64% | 4.92% | 20.43% | 6.22% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |