| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.97% | 6.78% | 19.82% | 3.00% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.04% | 9.63% | 9.42% |
| Negative volatility | 5.56% | 6.17% | 6.51% |
| Sharpe | 0.69 | 0.37 | Neg |
| Sortino | 1.00 | 0.58 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Redwheel Global Convertibles B Cap CHF Hdg | 0.58% | -14.05% | 10.09% | 1.30% | 6.58% | 3.97% | |
| Bond - Other | 1.78% | -7.78% | 5.46% | 5.57% | 0.01% | 1.16% | |