| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.06% | 7.62% | 22.57% | 23.51% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.52% | 6.83% | 7.67% |
| Negative volatility | 6.70% | 4.62% | 5.28% |
| Sharpe | 0.43 | 0.44 | 0.38 |
| Sortino | 0.61 | 0.64 | 0.56 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Asia Pacific Income D Dis $ | 12.42% | -7.54% | 2.17% | 13.15% | 4.66% | 5.06% | |
| Diversified Other Aggressive | 17.32% | -10.17% | 9.72% | 12.92% | 15.90% | 4.40% | |