| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -6.59% | -9.65% | 73.48% | 26.70% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 28.35% | 25.45% | 26.28% |
| Negative volatility | 21.84% | 14.57% | 16.86% |
| Sharpe | Neg | 0.86 | 0.35 |
| Sortino | Neg | 1.51 | 0.55 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Technology D Acc $ | 21.00% | -42.06% | 58.41% | 34.00% | 2.65% | -6.59% | |
| Equity Sector - Technology (USA) | 31.37% | -29.30% | 39.47% | 32.83% | 6.25% | -1.82% | |