| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.24% | -4.35% | 54.12% | 19.49% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 19.78% | 15.26% | 18.69% |
| Negative volatility | 14.67% | 9.13% | 12.62% |
| Sharpe | Neg | 0.92 | 0.30 |
| Sortino | Neg | 1.53 | 0.44 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Growth D Acc EUR | 18.44% | -35.24% | 31.67% | 32.87% | -0.14% | -2.24% | |
| Equity World (Developed Markets) - Large & Mid Cap Growth | 30.62% | -24.40% | 32.66% | 34.58% | 6.98% | -2.23% | |