| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 11.16% | 5.23% | 23.90% | 78.98% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.81% | 11.64% | 13.33% |
| Negative volatility | 10.26% | 8.03% | 7.61% |
| Sharpe | Neg | 0.29 | 0.81 |
| Sortino | Neg | 0.42 | 1.42 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR | 39.17% | 7.49% | 0.77% | 17.22% | -2.61% | 11.16% | |
| Equity Usa - Large & Mid Cap Value | 34.66% | -1.48% | 7.69% | 22.01% | 2.19% | 6.37% | |