| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -6.46% | -8.75% | 78.76% | 33.09% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 28.38% | 25.47% | 26.30% |
| Negative volatility | 21.71% | 14.45% | 16.71% |
| Sharpe | Neg | 0.90 | 0.39 |
| Sortino | Neg | 1.59 | 0.61 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Technology A Dis $ | 22.15% | -41.48% | 59.96% | 35.33% | 3.66% | -6.46% | |
| Equity Sector - Technology (USA) | 31.37% | -29.30% | 39.47% | 32.83% | 6.25% | -1.82% | |