| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.78% | 8.85% | 21.49% | 12.55% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 4.62% | 6.21% | 7.74% |
| Negative volatility | 2.94% | 4.08% | 5.77% |
| Sharpe | 1.17 | 0.45 | 0.13 |
| Sortino | 1.85 | 0.68 | 0.18 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Income D DisM EUR | 8.25% | -14.56% | 5.47% | 5.97% | 8.10% | 2.78% | |
| Diversified Conservative | 8.42% | -10.28% | 6.26% | 11.58% | -1.54% | 1.74% | |