| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.51% | -6.07% | 11.42% | 13.99% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.23% | 6.50% | 7.60% |
| Negative volatility | 8.06% | 5.00% | 5.18% |
| Sharpe | Neg | 0.02 | 0.14 |
| Sortino | Neg | 0.03 | 0.20 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman High Yield Bond C1 Cap $ | 11.48% | -7.93% | 5.83% | 12.37% | -5.15% | 0.51% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |