| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.12% | -12.60% | 48.63% | 29.52% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.90% | 16.25% | 18.93% |
| Negative volatility | 15.39% | 9.89% | 12.37% |
| Sharpe | Neg | 0.78 | 0.34 |
| Sortino | Neg | 1.28 | 0.53 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin U.S. Opportunities A HKD | 26.24% | -33.16% | 33.20% | 32.41% | -5.67% | -3.12% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |