| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.65% | 4.06% | 24.30% | 37.66% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.40% | 17.85% | 18.18% |
| Negative volatility | 14.88% | 12.08% | 11.66% |
| Sharpe | Neg | 0.29 | 0.39 |
| Sortino | Neg | 0.42 | 0.61 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF EUR (Acc) | 27.89% | -11.49% | 11.72% | 18.10% | -3.37% | 8.65% | |
| Equity Usa - Mid & Small Cap | 27.16% | -13.02% | 13.45% | 19.47% | -1.33% | 7.97% | |