| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.67% | -1.59% | 40.85% | 66.80% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.39% | 12.16% | 14.30% |
| Negative volatility | 10.78% | 7.45% | 8.57% |
| Sharpe | Neg | 0.75 | 0.75 |
| Sortino | Neg | 1.23 | 1.25 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman US Multi Cap Opportunities I $1 | 35.64% | -11.98% | 13.99% | 27.85% | 1.20% | 0.67% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |