| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.64% | 29.23% | 67.85% | 111.94% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.94% | 10.36% | 13.30% |
| Negative volatility | 2.65% | 5.56% | 8.03% |
| Sharpe | 2.74 | 1.45 | 1.13 |
| Sortino | 9.24 | 2.71 | 1.87 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Europe Strategic Value A Dis EUR | 27.63% | -4.11% | 13.98% | 13.35% | 33.61% | 6.64% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |