| Analysis at 2/18/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.16% | 0.02% | 56.56% | 90.31% |
| Analysis at 2/18/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.20% | 12.25% | 14.26% |
| Negative volatility | 11.80% | 7.33% | 8.53% |
| Sharpe | 0.01 | 1.10 | 0.94 |
| Sortino | 0.01 | 1.84 | 1.57 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| iShares Core S&P 500 UCITS ETF USD (Acc) | 39.07% | -13.30% | 21.54% | 32.62% | 3.96% | -0.16% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |