| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.23% | -12.75% | 49.48% | 29.18% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 18.11% | 16.20% | 19.34% |
| Negative volatility | 15.64% | 9.92% | 12.60% |
| Sharpe | Neg | 0.80 | 0.35 |
| Sortino | Neg | 1.30 | 0.53 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin U.S. Opportunities A Dis EUR | 25.14% | -33.17% | 33.97% | 32.64% | -5.93% | -3.23% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |