| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.59% | 5.97% | 62.17% | 57.57% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.65% | 12.46% | 14.90% |
| Negative volatility | 9.30% | 6.88% | 9.83% |
| Sharpe | 0.40 | 1.19 | 0.66 |
| Sortino | 0.63 | 2.16 | 1.01 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity Plus T Acc EUR Hdg | 26.45% | -23.53% | 26.13% | 25.01% | 10.06% | -1.59% | |
| Equity Usa - EUR Hedged | 25.26% | -21.46% | 23.09% | 22.53% | 15.09% | 0.32% | |