| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.62% | -5.08% | 14.86% | 19.82% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.22% | 6.48% | 7.59% |
| Negative volatility | 7.87% | 4.84% | 5.02% |
| Sharpe | Neg | 0.17 | 0.27 |
| Sortino | Neg | 0.23 | 0.41 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman High Yield Bond A Cap $ | 12.51% | -6.98% | 6.88% | 13.53% | -4.15% | 0.62% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |