| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.35% | -3.92% | 7.06% | 15.21% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.44% | 5.87% | 6.11% |
| Negative volatility | 7.03% | 4.51% | 4.15% |
| Sharpe | Neg | Neg | 0.17 |
| Sortino | Neg | Neg | 0.26 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Bond Opportunities A Dis $ | 9.14% | -1.01% | 2.27% | 9.80% | -4.50% | 1.35% | |
| Bond World - Corporate & Government Investment Grade | 2.53% | -10.76% | 2.14% | 4.88% | -4.63% | 1.27% | |