| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.44% | -0.75% | 53.41% | 84.17% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.19% | 12.25% | 14.27% |
| Negative volatility | 11.90% | 7.42% | 8.65% |
| Sharpe | Neg | 1.03 | 0.88 |
| Sortino | Neg | 1.70 | 1.44 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Pictet-USA Index-R $ | 37.79% | -14.16% | 20.60% | 31.45% | 3.76% | -0.44% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |