| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.86% | -3.67% | 4.84% | 16.96% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.19% | 13.74% | 13.54% |
| Negative volatility | 12.06% | 9.73% | 9.20% |
| Sharpe | Neg | Neg | 0.12 |
| Sortino | Neg | Neg | 0.18 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Healthcare A Dis $ | 20.38% | -3.65% | -0.82% | 3.72% | 0.99% | 0.86% | |
| Equity Sector - Healthcare | 26.97% | 0.47% | 0.56% | 8.31% | 1.62% | 3.00% | |