| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.28% | -4.40% | 5.46% | 12.36% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.45% | 5.86% | 6.11% |
| Negative volatility | 7.12% | 4.58% | 4.23% |
| Sharpe | Neg | Neg | 0.09 |
| Sortino | Neg | Neg | 0.13 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Bond Opportunities D Acc $ | 8.61% | -1.50% | 1.76% | 9.25% | -4.99% | 1.28% | |
| Bond World - Corporate & Government Investment Grade | 2.53% | -10.76% | 2.14% | 4.88% | -4.63% | 1.27% | |