| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.49% | -2.45% | 34.32% | 60.58% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.62% | 11.74% | 13.16% |
| Negative volatility | 12.27% | 7.53% | 8.22% |
| Sharpe | Neg | 0.70 | 0.73 |
| Sortino | Neg | 1.09 | 1.16 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Select Equity D Acc $ | 31.70% | -11.16% | 20.75% | 21.36% | -1.65% | 1.49% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |