| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.60% | -1.70% | 37.45% | 66.91% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.64% | 11.75% | 13.16% |
| Negative volatility | 12.15% | 7.43% | 8.12% |
| Sharpe | Neg | 0.77 | 0.79 |
| Sortino | Neg | 1.21 | 1.28 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Select Equity A Acc $ | 32.75% | -10.46% | 21.68% | 22.29% | -0.90% | 1.60% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |