| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.88% | 18.58% | 29.11% | 15.04% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.94% | 10.82% | 14.34% |
| Negative volatility | 3.19% | 7.12% | 10.11% |
| Sharpe | 2.38 | 0.52 | 0.17 |
| Sortino | 5.19 | 0.79 | 0.24 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Consultinvest Global C | 5.43% | -17.42% | 9.65% | 4.90% | 20.13% | 5.88% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |