| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.53% | -6.58% | 61.39% | 54.52% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 21.38% | 17.67% | 17.92% |
| Negative volatility | 16.35% | 10.56% | 11.30% |
| Sharpe | Neg | 0.90 | 0.56 |
| Sortino | Neg | 1.50 | 0.88 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Growth D Acc $ | 27.00% | -22.86% | 29.17% | 40.50% | -0.65% | -4.53% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |