| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.48% | -7.79% | 10.90% | -21.96% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 22.47% | 21.60% | 21.63% |
| Negative volatility | 19.50% | 15.44% | 16.23% |
| Sharpe | Neg | 0.15 | Neg |
| Sortino | Neg | 0.21 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Small Cap Growth D Acc $ | 0.41% | -31.12% | 9.82% | 17.26% | -8.04% | 4.48% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |