| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 3.84% | 7.44% | 63.03% | 64.05% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.50% | 13.67% | 14.87% |
| Negative volatility | 13.10% | 8.27% | 9.37% |
| Sharpe | 0.37 | 1.06 | 0.70 |
| Sortino | 0.50 | 1.75 | 1.11 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Planetarium American Selection B Cap $ | 27.59% | -19.49% | 19.23% | 29.08% | 7.83% | 3.84% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |