| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.31% | 1.91% | 35.60% | 46.16% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.42% | 9.77% | 10.83% |
| Negative volatility | 9.29% | 6.07% | 6.94% |
| Sharpe | 0.14 | 0.84 | 0.73 |
| Sortino | 0.19 | 1.36 | 1.13 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Templeton Global Equity Income A $ | 17.23% | -6.61% | 9.49% | 21.18% | 7.72% | 1.31% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |