| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.61% | 10.52% | 22.32% | 18.37% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.95% | 10.11% | 10.35% |
| Negative volatility | 6.99% | 5.83% | 6.61% |
| Sharpe | 0.42 | 0.35 | 0.24 |
| Sortino | 0.72 | 0.61 | 0.38 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Emerging Markets Small Cap C (perf) Acc $ | 16.83% | -14.18% | 9.44% | 6.56% | 0.77% | 9.61% | |
| Equity World (Emerging Markets) - Mid & Small Cap | 21.36% | -11.20% | 15.06% | 10.53% | 10.57% | 9.72% | |