| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 10.92% | 2.99% | 15.25% | 59.89% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.22% | 11.80% | 13.43% |
| Negative volatility | 10.80% | 8.52% | 8.17% |
| Sharpe | Neg | 0.10 | 0.64 |
| Sortino | Neg | 0.14 | 1.05 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF | 36.02% | 5.14% | -1.52% | 14.87% | -4.75% | 10.92% | |
| Equity Usa - Large & Mid Cap Value | 34.66% | -1.48% | 7.69% | 22.01% | 2.19% | 6.37% | |