| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.47% | 6.90% | 66.42% | 64.42% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.67% | 12.47% | 14.91% |
| Negative volatility | 9.18% | 6.76% | 9.72% |
| Sharpe | 0.46 | 1.26 | 0.72 |
| Sortino | 0.73 | 2.32 | 1.11 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity Plus A Acc EUR Hdg | 27.53% | -22.86% | 27.21% | 26.08% | 11.00% | -1.47% | |
| Equity Usa - EUR Hedged | 25.26% | -21.46% | 23.09% | 22.53% | 15.09% | 0.32% | |