| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.40% | 18.62% | 28.71% | 11.62% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.73% | 11.49% | 16.34% |
| Negative volatility | 4.20% | 6.57% | 11.92% |
| Sharpe | 1.36 | 0.53 | 0.14 |
| Sortino | 3.48 | 0.93 | 0.20 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Europe Dynamic Small Cap D (perf) Acc EUR | 20.73% | -32.05% | 4.19% | 7.71% | 17.19% | 5.40% | |
| Equity Europe (Developed Markets) - Small Cap | 20.88% | -25.62% | 9.78% | 1.92% | 14.04% | 5.15% | |