| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.80% | 14.27% | 5.27% | -21.32% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 22.70% | 23.92% | 24.43% |
| Negative volatility | 13.77% | 14.52% | 15.72% |
| Sharpe | 0.90 | 0.04 | Neg |
| Sortino | 1.48 | 0.06 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman China Equity A Cap $ | 1.09% | -17.10% | -25.51% | 24.50% | 18.89% | 2.80% | |
| Equity Greater China (China, Hong Kong, Taiwan) | -2.40% | -16.96% | -3.95% | 31.09% | 18.90% | 8.16% | |