| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.54% | 19.81% | 32.61% | 17.38% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.75% | 11.48% | 16.34% |
| Negative volatility | 4.11% | 6.40% | 11.76% |
| Sharpe | 1.45 | 0.62 | 0.20 |
| Sortino | 3.80 | 1.11 | 0.28 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Europe Dynamic Small Cap A (perf) Dis EUR | 21.99% | -31.34% | 5.23% | 8.78% | 18.39% | 5.54% | |
| Equity Europe (Developed Markets) - Small Cap | 20.88% | -25.62% | 9.78% | 1.92% | 14.04% | 5.15% | |