| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.86% | -3.54% | 57.63% | 24.44% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 19.45% | 15.07% | 18.33% |
| Negative volatility | 14.34% | 8.90% | 12.31% |
| Sharpe | Neg | 0.97 | 0.34 |
| Sortino | Neg | 1.65 | 0.50 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Growth A Dis $ | 19.56% | -34.70% | 32.64% | 33.50% | 0.57% | -1.86% | |
| Equity World (Developed Markets) - Large & Mid Cap Growth | 30.62% | -24.40% | 32.66% | 34.58% | 6.98% | -2.23% | |