| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.36% | 0.19% | 57.37% | 92.42% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.20% | 12.25% | 14.28% |
| Negative volatility | 11.79% | 7.33% | 8.53% |
| Sharpe | 0.01 | 1.10 | 0.94 |
| Sortino | 0.01 | 1.84 | 1.57 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| State Street SPDR S&P 500 UCITS ETF Dis | 40.05% | -13.31% | 21.49% | 32.65% | 3.97% | 0.36% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |