| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 13.62% | 28.66% | 40.91% | 3.37% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.00% | 12.52% | 13.93% |
| Negative volatility | 6.33% | 7.26% | 9.58% |
| Sharpe | 1.57 | 0.59 | 0.03 |
| Sortino | 3.72 | 1.01 | 0.04 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Emerging Markets Opportunities D Cap $ | 0.41% | -21.62% | 1.03% | 9.15% | 18.67% | 13.62% | |
| Equity World (Emerging Markets) - Large & Mid Cap | 5.20% | -14.48% | 6.53% | 15.27% | 18.46% | 11.25% | |