| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.26% | 9.04% | 27.45% | 31.82% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.54% | 6.84% | 7.68% |
| Negative volatility | 6.52% | 4.43% | 5.10% |
| Sharpe | 0.56 | 0.63 | 0.55 |
| Sortino | 0.82 | 0.97 | 0.83 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Asia Pacific Income C DisM $ | 13.90% | -6.33% | 3.51% | 14.63% | 6.04% | 5.26% | |
| Diversified Other Aggressive | 17.32% | -10.17% | 9.72% | 12.92% | 15.90% | 4.40% | |