| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.35% | 27.44% | 61.46% | 89.05% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.62% | 8.74% | 11.57% |
| Negative volatility | 2.02% | 4.25% | 6.95% |
| Sharpe | 2.71 | 1.51 | 1.03 |
| Sortino | 10.23 | 3.10 | 1.72 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Europe Strategic Dividend D Acc EUR | 25.71% | -9.49% | 13.54% | 11.59% | 27.66% | 8.35% | |
| Equity Europe (Developed Markets) - Large & Mid Cap Value | 22.77% | -0.27% | 16.61% | 12.18% | 31.65% | 6.18% | |