| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.34% | -13.42% | 46.18% | 24.42% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.08% | 16.20% | 19.34% |
| Negative volatility | 15.75% | 10.03% | 12.72% |
| Sharpe | Neg | 0.75 | 0.31 |
| Sortino | Neg | 1.22 | 0.47 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin U.S. Opportunities N EUR | 24.21% | -33.69% | 33.01% | 31.66% | -6.62% | -3.34% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |