| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.03% | 1.65% | 26.44% | 53.88% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.29% | 16.04% | 16.93% |
| Negative volatility | 13.41% | 10.56% | 10.41% |
| Sharpe | Neg | 0.29 | 0.51 |
| Sortino | Neg | 0.44 | 0.83 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR | 34.78% | -8.28% | 11.76% | 20.48% | -5.49% | 9.03% | |
| Equity Usa - Mid & Small Cap | 27.16% | -13.02% | 13.45% | 19.47% | -1.33% | 7.97% | |