| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 10.09% | 17.30% | 36.02% | 62.76% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.77% | 7.64% | 8.73% |
| Negative volatility | 5.71% | 4.80% | 5.12% |
| Sharpe | 1.21 | 0.76 | 0.90 |
| Sortino | 1.86 | 1.21 | 1.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| DWS Invest Top Dividend LC Cap $ | 21.82% | 0.12% | 1.31% | 8.22% | 14.29% | 10.09% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |