| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 4.24% | 7.16% | 60.10% | 58.66% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.56% | 13.68% | 14.88% |
| Negative volatility | 13.19% | 8.35% | 9.47% |
| Sharpe | 0.36 | 1.01 | 0.66 |
| Sortino | 0.48 | 1.66 | 1.03 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Planetarium American Selection Cap A $ | 26.63% | -20.10% | 18.31% | 28.09% | 7.02% | 4.24% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |