| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -4.42% | -5.89% | 64.99% | 60.19% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 21.39% | 17.66% | 17.92% |
| Negative volatility | 16.21% | 10.45% | 11.19% |
| Sharpe | Neg | 0.94 | 0.60 |
| Sortino | Neg | 1.59 | 0.96 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Growth A Dis $ | 27.88% | -22.28% | 30.10% | 41.49% | 0.09% | -4.42% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |