| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.53% | -6.48% | 3.92% | 12.96% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.04% | 6.15% | 6.44% |
| Negative volatility | 7.16% | 4.70% | 4.51% |
| Sharpe | Neg | Neg | 0.09 |
| Sortino | Neg | Neg | 0.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin US Low Duration A $ | 8.34% | 0.55% | 1.32% | 10.83% | -6.83% | 0.53% | |
| Bond USA - Corporate & Government Short-Mid-Term | 7.03% | 2.65% | 0.82% | 11.04% | -7.32% | 0.34% | |