| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.43% | -5.87% | 65.10% | 60.49% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 21.39% | 17.67% | 17.93% |
| Negative volatility | 16.21% | 10.45% | 11.18% |
| Sharpe | Neg | 0.94 | 0.60 |
| Sortino | Neg | 1.59 | 0.96 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Growth A Acc $ | 27.96% | -22.25% | 30.15% | 41.56% | 0.10% | -4.43% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |