| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.55% | -5.68% | 12.72% | 16.22% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.15% | 6.47% | 7.53% |
| Negative volatility | 7.95% | 4.93% | 5.08% |
| Sharpe | Neg | 0.08 | 0.19 |
| Sortino | Neg | 0.11 | 0.29 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman High Yield Bond M Dis $ | 11.86% | -7.44% | 6.20% | 12.80% | -4.80% | 0.55% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |