| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 13.74% | 29.63% | 44.11% | 7.32% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 15.02% | 12.52% | 13.94% |
| Negative volatility | 6.22% | 7.14% | 9.46% |
| Sharpe | 1.62 | 0.65 | 0.08 |
| Sortino | 3.91 | 1.14 | 0.12 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Emerging Markets Opportunities A Dis $ | 1.17% | -21.03% | 1.80% | 9.97% | 19.56% | 13.74% | |
| Equity World (Emerging Markets) - Large & Mid Cap | 5.20% | -14.48% | 6.53% | 15.27% | 18.46% | 11.25% | |