| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.60% | -7.06% | 13.47% | -18.94% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 22.49% | 21.61% | 21.65% |
| Negative volatility | 19.39% | 15.33% | 16.12% |
| Sharpe | Neg | 0.19 | Neg |
| Sortino | Neg | 0.26 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Small Cap Growth A Dis $ | 1.18% | -30.62% | 10.68% | 18.15% | -7.33% | 4.60% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |