| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.57% | -5.22% | 42.36% | 61.83% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.89% | 14.09% | 14.93% |
| Negative volatility | 14.36% | 8.78% | 9.34% |
| Sharpe | Neg | 0.78 | 0.67 |
| Sortino | Neg | 1.26 | 1.07 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity D Acc $ | 37.46% | -17.85% | 21.91% | 30.04% | -1.05% | -2.57% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |