| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.84% | 4.79% | 54.42% | 82.64% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.14% | 11.37% | 13.08% |
| Negative volatility | 10.76% | 6.74% | 7.82% |
| Sharpe | 0.14 | 1.10 | 0.91 |
| Sortino | 0.20 | 1.86 | 1.52 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Gl. Research Enh.Index Eq. I Acc EUR | 33.93% | -12.59% | 21.22% | 26.47% | 6.25% | 1.84% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | 28.08% | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |