| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.60% | 16.45% | 30.16% | 56.16% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.36% | 8.84% | 12.31% |
| Negative volatility | 3.97% | 5.04% | 7.58% |
| Sharpe | 1.55 | 0.73 | 0.66 |
| Sortino | 3.26 | 1.28 | 1.07 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Pan European Eq. Income E EUR | 22.04% | -6.81% | 12.64% | 0.62% | 17.99% | 6.60% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |