| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 5.89% | -1.82% | 21.28% | 67.93% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.69% | 11.66% | 13.65% |
| Negative volatility | 11.80% | 8.26% | 8.39% |
| Sharpe | Neg | 0.28 | 0.71 |
| Sortino | Neg | 0.40 | 1.16 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Popso USA Value Equity B $ | 33.98% | 2.19% | 9.39% | 15.27% | -2.66% | 5.89% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 0.42% | |