| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.78% | 12.91% | 38.25% | 74.30% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.39% | 8.64% | 9.59% |
| Negative volatility | 8.10% | 5.67% | 5.76% |
| Sharpe | 0.60 | 0.81 | 0.95 |
| Sortino | 0.85 | 1.23 | 1.58 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BNY Mellon Global Equity Income A GBP | 22.51% | 1.03% | 5.70% | 13.09% | 9.51% | 9.78% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |