| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.92% | -1.22% | 16.67% | 28.37% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 10.50% | 7.72% | 8.15% |
| Negative volatility | 9.03% | 5.67% | 5.46% |
| Sharpe | Neg | 0.23 | 0.42 |
| Sortino | Neg | 0.31 | 0.62 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Income D Div $ Hdg | 18.29% | -6.78% | 4.26% | 14.65% | -2.28% | 2.92% | |
| Diversified Usd Prudent | 13.38% | -8.14% | 1.74% | 13.31% | -2.44% | 1.74% | |