| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.28% | -4.90% | 26.82% | 51.62% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.70% | 10.91% | 12.46% |
| Negative volatility | 12.16% | 7.65% | 8.23% |
| Sharpe | Neg | 0.43 | 0.58 |
| Sortino | Neg | 0.61 | 0.88 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| FTGF Clear. Tact Div Inc A DisM $ | 32.87% | -10.37% | 9.79% | 25.17% | -8.30% | 5.28% | |
| Equity Usa - Large & Mid Cap Value | 34.66% | -1.48% | 7.69% | 22.01% | 2.19% | 6.37% | |