| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.65% | 5.15% | 50.93% | 44.96% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 14.57% | 12.41% | 14.94% |
| Negative volatility | 8.97% | 7.03% | 10.03% |
| Sharpe | 0.40 | 1.01 | 0.54 |
| Sortino | 0.65 | 1.78 | 0.80 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity A Acc EUR Hdg | 26.40% | -24.70% | 23.74% | 20.97% | 10.25% | -2.65% | |
| Equity Usa - EUR Hedged | 25.26% | -21.46% | 23.09% | 22.53% | 15.09% | 0.32% | |