| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.43% | -3.86% | 55.73% | 81.45% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.87% | 14.35% | 15.10% |
| Negative volatility | 14.53% | 8.75% | 9.14% |
| Sharpe | Neg | 0.97 | 0.83 |
| Sortino | Neg | 1.60 | 1.37 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity Plus D Acc $ | 38.37% | -15.92% | 24.93% | 35.14% | -0.57% | -1.43% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |