| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.63% | -5.25% | 14.16% | 25.38% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.11% | 6.50% | 7.47% |
| Negative volatility | 7.77% | 4.85% | 4.99% |
| Sharpe | Neg | 0.18 | 0.39 |
| Sortino | Neg | 0.25 | 0.58 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| GS Short Duration Opp.Corp. Bd Ptf P Dis $ | 11.69% | -1.68% | 8.28% | 12.39% | -4.88% | 0.63% | |
| Bond World - Corporate | 6.80% | -10.05% | 5.03% | 9.13% | -5.04% | 1.17% | |