| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.90% | -1.44% | 39.81% | 67.65% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.45% | 12.35% | 13.98% |
| Negative volatility | 12.43% | 7.61% | 8.50% |
| Sharpe | Neg | 0.79 | 0.78 |
| Sortino | Neg | 1.28 | 1.28 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Focus A Dis EUR | 31.39% | -9.93% | 21.59% | 23.89% | 0.14% | 0.90% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Growth | 26.22% | -23.75% | 29.01% | 32.77% | 8.16% | -0.87% | |