| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.17% | -5.13% | 8.78% | 6.77% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.96% | 6.57% | 6.91% |
| Negative volatility | 7.47% | 4.85% | 4.93% |
| Sharpe | Neg | Neg | 0.01 |
| Sortino | Neg | Neg | 0.02 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Convertibles Conservative A Acc $ | 7.54% | -6.44% | 2.52% | 12.11% | -5.18% | 2.17% | |
| Convertible Bond World | 14.67% | -12.86% | 14.32% | 15.53% | 5.44% | 1.70% | |