| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.73% | -6.20% | 16.63% | -15.20% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 22.51% | 21.63% | 21.66% |
| Negative volatility | 19.26% | 15.20% | 15.99% |
| Sharpe | Neg | 0.23 | Neg |
| Sortino | Neg | 0.32 | Neg |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Small Cap Growth C Acc $ | 2.07% | -30.00% | 11.68% | 19.24% | -6.47% | 4.73% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |