| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.23% | 3.66% | 42.53% | 91.31% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.51% | 12.22% | 13.78% |
| Negative volatility | 11.69% | 7.99% | 8.26% |
| Sharpe | Neg | 0.72 | 0.89 |
| Sortino | Neg | 1.11 | 1.49 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Invesco FTSE RAFI US 1000 UCITS ETF Dist | 41.57% | -2.31% | 11.22% | 23.72% | 2.63% | 6.23% | |
| Equity Usa - Large & Mid Cap Value | 34.66% | -1.48% | 7.69% | 22.01% | 2.19% | 6.37% | |