| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.50% | -4.76% | 44.49% | 65.85% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.89% | 14.09% | 14.93% |
| Negative volatility | 14.28% | 8.72% | 9.27% |
| Sharpe | Neg | 0.82 | 0.70 |
| Sortino | Neg | 1.32 | 1.13 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity A Dis $ | 38.13% | -17.45% | 22.50% | 30.70% | -0.57% | -2.50% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |