| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.71% | 1.39% | 58.57% | 93.09% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.27% | 12.07% | 14.58% |
| Negative volatility | 11.77% | 7.23% | 8.75% |
| Sharpe | 0.02 | 1.13 | 0.93 |
| Sortino | 0.03 | 1.88 | 1.54 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| iShares Core S&P 500 UCITS ETF EUR (Acc) | 38.11% | -13.00% | 21.65% | 33.01% | 3.67% | 0.71% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |