| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.55% | -4.93% | 16.80% | 25.19% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.09% | 6.55% | 7.71% |
| Negative volatility | 7.73% | 4.86% | 5.01% |
| Sharpe | Neg | 0.28 | 0.37 |
| Sortino | Neg | 0.38 | 0.58 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US High Yield Plus Bond A Acc $ | 14.16% | -5.58% | 7.17% | 15.61% | -4.42% | 0.55% | |
| Bond USA - Corporate High Yield | 13.36% | -5.40% | 9.60% | 15.45% | -4.33% | 0.72% | |