| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -5.49% | -15.38% | -2.83% | -9.25% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.55% | 13.85% | 16.58% |
| Negative volatility | 13.28% | 9.79% | 11.43% |
| Sharpe | Neg | Neg | Neg |
| Sortino | Neg | Neg | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin Global Growth N $ | 23.76% | -26.08% | 14.96% | 6.94% | -8.24% | -5.49% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Growth | 26.22% | -23.75% | 29.01% | 32.77% | 8.16% | -0.87% | |