| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.63% | -5.56% | 12.36% | 16.40% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 8.20% | 6.48% | 7.61% |
| Negative volatility | 7.97% | 4.92% | 5.11% |
| Sharpe | Neg | 0.08 | 0.19 |
| Sortino | Neg | 0.11 | 0.28 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman High Yield Bond M Cap $ | 11.88% | -7.54% | 6.24% | 12.86% | -4.74% | 0.63% | |
| Bond USA - Corporate & Government | 5.33% | -6.56% | 0.75% | 7.37% | -6.28% | 0.91% | |