| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.02% | 2.00% | 37.78% | 76.36% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.13% | 13.42% | 14.75% |
| Negative volatility | 12.86% | 8.96% | 9.07% |
| Sharpe | Neg | 0.61 | 0.75 |
| Sortino | Neg | 0.91 | 1.22 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| HSBC GIF Economic Scale US Eq. E EUR | 41.43% | -7.46% | 12.58% | 22.56% | 2.94% | 4.02% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |