| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.13% | 8.15% | 24.36% | 26.58% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.53% | 6.84% | 7.68% |
| Negative volatility | 6.63% | 4.56% | 5.22% |
| Sharpe | 0.48 | 0.50 | 0.45 |
| Sortino | 0.68 | 0.76 | 0.66 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Asia Pacific Income A Dis $ | 13.00% | -7.09% | 2.67% | 13.69% | 5.19% | 5.13% | |
| Diversified Other Aggressive | 17.32% | -10.17% | 9.72% | 12.92% | 15.90% | 4.40% | |