| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.35% | 27.49% | 61.64% | 89.49% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.62% | 8.74% | 11.57% |
| Negative volatility | 2.02% | 4.25% | 6.95% |
| Sharpe | 2.72 | 1.51 | 1.04 |
| Sortino | 10.28 | 3.11 | 1.73 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Europe Strategic Dividend D Div EUR | 25.79% | -9.43% | 13.59% | 11.62% | 27.71% | 8.35% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |