| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.61% | 7.54% | 33.19% | 43.62% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.50% | 10.46% | 11.97% |
| Negative volatility | 8.91% | 6.39% | 7.44% |
| Sharpe | 0.37 | 0.63 | 0.57 |
| Sortino | 0.52 | 1.04 | 0.92 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Templeton Growth (Euro) A $ | 12.62% | -7.98% | 15.62% | 10.58% | 8.64% | 3.61% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |