| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.99% | 2.34% | 32.94% | 40.57% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.47% | 9.74% | 10.77% |
| Negative volatility | 9.44% | 6.18% | 7.02% |
| Sharpe | 0.08 | 0.75 | 0.64 |
| Sortino | 0.11 | 1.18 | 0.99 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Templeton Global Equity Income N Dis $ | 16.13% | -7.45% | 8.36% | 20.00% | 6.89% | 1.99% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |