| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.10% | 4.63% | 53.28% | 0.00% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.85% | 11.28% | 0.00% |
| Negative volatility | 10.72% | 6.72% | 0.00% |
| Sharpe | 0.13 | 1.08 | - |
| Sortino | 0.18 | 1.81 | - |
| 2022 | 2023 | 2024 | 2025 | 2026 | |||
| JPM Gl. Research Enh.Index Eq. A Cap $ | - | 3.12% | 20.90% | 25.78% | 5.94% | 2.10% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap | - | -12.58% | 18.65% | 25.90% | 8.33% | 3.20% | |