| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.47% | 28.45% | 65.32% | 96.68% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.61% | 8.74% | 11.58% |
| Negative volatility | 1.92% | 4.15% | 6.86% |
| Sharpe | 2.82 | 1.60 | 1.10 |
| Sortino | 11.18 | 3.37 | 1.86 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Europe Strategic Dividend A Div EUR | 26.71% | -8.77% | 14.44% | 12.47% | 28.68% | 8.47% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |