| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.56% | 5.16% | 28.87% | 36.75% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.67% | 10.31% | 12.13% |
| Negative volatility | 9.17% | 6.40% | 7.72% |
| Sharpe | 0.34 | 0.60 | 0.51 |
| Sortino | 0.47 | 0.96 | 0.80 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Templeton Growth (Euro) N EUR | 10.75% | -8.54% | 15.25% | 9.97% | 7.47% | 2.56% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |