| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.93% | -4.25% | 54.06% | 19.77% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 19.42% | 15.05% | 18.32% |
| Negative volatility | 14.45% | 8.98% | 12.42% |
| Sharpe | Neg | 0.92 | 0.30 |
| Sortino | Neg | 1.54 | 0.44 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Growth D Acc $ | 18.64% | -35.21% | 31.64% | 32.48% | -0.23% | -1.93% | |
| Equity World (Developed Markets) - Large & Mid Cap Growth | 30.62% | -24.40% | 32.66% | 34.58% | 6.98% | -2.23% | |