| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.03% | -12.77% | -4.38% | 4.97% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.79% | 18.25% | 17.63% |
| Negative volatility | 17.53% | 13.51% | 12.22% |
| Sharpe | Neg | Neg | 0.09 |
| Sortino | Neg | Neg | 0.13 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Smaller Companies A Dis $ | 23.89% | -12.49% | 6.91% | 13.91% | -15.82% | 4.03% | |
| Equity Usa - Small Cap | 29.29% | -18.14% | 3.98% | 19.32% | 7.35% | 6.26% | |