| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.08% | -2.09% | 47.17% | 75.74% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.19% | 12.56% | 14.42% |
| Negative volatility | 12.25% | 7.87% | 8.91% |
| Sharpe | Neg | 0.90 | 0.80 |
| Sortino | Neg | 1.43 | 1.30 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| AXA IM Us Enhanced Index Equity Qi B $ | 38.23% | -14.14% | 18.32% | 30.31% | 2.62% | -1.08% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |