| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -5.36% | -12.71% | 24.46% | 42.57% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.00% | 9.81% | 12.48% |
| Negative volatility | 9.77% | 6.05% | 7.58% |
| Sharpe | Neg | 0.65 | 0.63 |
| Sortino | Neg | 1.06 | 1.03 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Vontobel US Equity B EUR | 26.60% | -11.11% | 19.82% | 18.44% | -3.85% | -5.36% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |