| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.61% | -3.21% | 59.38% | 88.05% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 19.16% | 14.49% | 15.44% |
| Negative volatility | 14.54% | 8.74% | 9.22% |
| Sharpe | Neg | 1.02 | 0.86 |
| Sortino | Neg | 1.70 | 1.45 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity Plus A Acc EUR | 39.18% | -15.34% | 25.92% | 36.55% | 0.26% | -1.61% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |