| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.20% | 16.09% | 55.30% | 59.70% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.10% | 11.42% | 14.88% |
| Negative volatility | 5.15% | 5.73% | 9.48% |
| Sharpe | 1.13 | 1.04 | 0.61 |
| Sortino | 2.43 | 2.07 | 0.96 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco Global Equity Income AH EUR | 18.47% | -15.09% | 23.97% | 9.05% | 16.81% | 5.20% | |
| Equity World (Emerging & Developed Markets) - EUR Hedged | 22.45% | -17.40% | 21.11% | 19.33% | 16.87% | 1.95% | |