| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.97% | -0.83% | 18.05% | 30.91% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.50% | 7.72% | 8.15% |
| Negative volatility | 8.96% | 5.62% | 5.40% |
| Sharpe | Neg | 0.28 | 0.47 |
| Sortino | Neg | 0.39 | 0.70 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Income A Div $ Hdg | 18.76% | -6.41% | 4.65% | 15.11% | -1.90% | 2.97% | |
| Diversified Usd Prudent | 13.38% | -8.14% | 1.74% | 13.31% | -2.44% | 1.74% | |