| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.85% | 13.37% | 40.36% | 78.90% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.38% | 8.56% | 9.56% |
| Negative volatility | 7.96% | 5.52% | 5.62% |
| Sharpe | 0.67 | 0.87 | 1.01 |
| Sortino | 0.96 | 1.34 | 1.72 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BNY Mellon Global Equity Income B Dis $ | 23.12% | 1.67% | 6.30% | 13.51% | 9.88% | 9.85% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |