| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.37% | 4.71% | 15.41% | 12.50% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 1.86% | 2.82% | 5.95% |
| Negative volatility | 1.29% | 1.66% | 4.33% |
| Sharpe | 1.22 | 0.62 | 0.14 |
| Sortino | 1.76 | 1.06 | 0.19 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Consultinvest Plus A | 3.60% | -8.79% | 7.92% | 5.00% | 4.45% | 1.37% | |
| Total Return (Medium Volatility) | 8.51% | -7.01% | 7.42% | 10.47% | 2.14% | 1.46% | |