| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.36% | 11.02% | 27.60% | 55.40% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.13% | 10.71% | 11.00% |
| Negative volatility | 6.22% | 6.78% | 6.65% |
| Sharpe | 0.54 | 0.41 | 0.70 |
| Sortino | 0.79 | 0.65 | 1.16 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| State Street SPDR S&P Global Dividend Aristocrats UCITS ETF | 25.13% | -1.17% | 3.22% | 14.59% | 3.47% | 8.36% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |