| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.06% | -1.33% | 38.64% | 60.71% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.38% | 12.15% | 14.29% |
| Negative volatility | 10.92% | 7.56% | 8.68% |
| Sharpe | Neg | 0.68 | 0.69 |
| Sortino | Neg | 1.10 | 1.14 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Neu.Berman US Multi Cap Opportunities A $ | 34.51% | -12.71% | 13.00% | 26.79% | 0.33% | 1.06% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |