| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.33% | -3.14% | 59.34% | 88.49% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.89% | 14.37% | 15.11% |
| Negative volatility | 14.42% | 8.66% | 9.04% |
| Sharpe | Neg | 1.03 | 0.88 |
| Sortino | Neg | 1.70 | 1.47 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity Plus A Acc $ | 39.41% | -15.28% | 25.90% | 36.14% | 0.20% | -1.33% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |