| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.44% | -1.86% | 15.07% | 11.86% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 3.86% | 3.17% | 4.15% |
| Negative volatility | 3.16% | 2.01% | 2.80% |
| Sharpe | Neg | 0.51 | 0.27 |
| Sortino | Neg | 0.80 | 0.40 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Income Opportunity A (perf) Dis GBP Hdg | 6.96% | -5.54% | 6.26% | 9.81% | -1.62% | 0.44% | |
| Total Return Gbp Hegded | 9.38% | -8.85% | 7.67% | 10.91% | 3.85% | 2.31% | |