| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.12% | -3.51% | 54.06% | 80.85% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.10% | 14.01% | 14.85% |
| Negative volatility | 13.45% | 8.32% | 8.97% |
| Sharpe | Neg | 0.93 | 0.82 |
| Sortino | Neg | 1.57 | 1.35 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM America Equity A Acc $ | 36.23% | -14.18% | 26.55% | 34.28% | -2.52% | 0.12% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |