| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.14% | -3.60% | 57.71% | 24.18% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 19.80% | 15.26% | 18.70% |
| Negative volatility | 14.55% | 9.04% | 12.51% |
| Sharpe | Neg | 0.97 | 0.34 |
| Sortino | Neg | 1.63 | 0.51 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Growth A Acc EUR | 19.36% | -34.74% | 32.64% | 33.91% | 0.64% | -2.14% | |
| Equity World (Developed Markets) - Large & Mid Cap Growth | 30.62% | -24.40% | 32.66% | 34.58% | 6.98% | -2.23% | |