| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -1.72% | -3.97% | 55.52% | 80.38% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 19.15% | 14.49% | 15.43% |
| Negative volatility | 14.67% | 8.84% | 9.33% |
| Sharpe | Neg | 0.97 | 0.81 |
| Sortino | Neg | 1.59 | 1.34 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM US Select Equity Plus D Acc EUR | 38.01% | -16.07% | 24.86% | 35.44% | -0.53% | -1.72% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |