| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.91% | 5.49% | 23.85% | 0.00% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 5.53% | 6.16% | 0.00% |
| Negative volatility | 3.73% | 3.82% | 0.00% |
| Sharpe | 0.60 | 0.64 | - |
| Sortino | 0.89 | 1.04 | - |
| 2022 | 2023 | 2024 | 2025 | 2026 | |||
| Sella Top Funds Sel. Active JP Morgan A | - | -10.32% | 8.65% | 8.79% | 6.69% | 0.91% | |
| Diversified Balanced | - | -10.81% | 9.72% | 15.63% | 1.28% | 2.15% | |