| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.58% | 6.04% | 62.46% | 57.89% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.65% | 12.46% | 14.91% |
| Negative volatility | 9.30% | 6.87% | 9.82% |
| Sharpe | 0.40 | 1.19 | 0.67 |
| Sortino | 0.63 | 2.17 | 1.01 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity Plus D Acc EUR Hdg | 26.49% | -23.50% | 26.12% | 25.07% | 10.16% | -1.58% | |
| Equity Usa - EUR Hedged | 25.26% | -21.46% | 23.09% | 22.53% | 15.09% | 0.32% | |