| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 19.77% | 44.79% | 51.58% | 120.31% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.25% | 16.25% | 17.92% |
| Negative volatility | 9.18% | 9.88% | 11.07% |
| Sharpe | 1.86 | 0.54 | 0.92 |
| Sortino | 3.71 | 0.89 | 1.48 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Natural Resources A Acc $ | 30.99% | 24.64% | -2.42% | -0.89% | 31.47% | 19.77% | |
| Equity Sector - Natural Resources (Energy & Materials) | 50.57% | 42.85% | 0.15% | 15.33% | 6.78% | 20.21% | |