| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.83% | 3.53% | 22.98% | 73.47% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.16% | 13.71% | 14.88% |
| Negative volatility | 11.83% | 9.57% | 9.00% |
| Sharpe | Neg | 0.25 | 0.74 |
| Sortino | Neg | 0.36 | 1.23 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) | 42.12% | 7.68% | -3.98% | 21.33% | -0.97% | 9.83% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |