| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 9.95% | 14.27% | 43.94% | 86.53% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.33% | 8.68% | 9.62% |
| Negative volatility | 7.86% | 5.52% | 5.65% |
| Sharpe | 0.71 | 0.94 | 1.09 |
| Sortino | 1.03 | 1.49 | 1.85 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| BNY Mellon Global Equity Income Z Dis EUR | 24.27% | 2.36% | 7.06% | 14.48% | 11.04% | 9.95% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |