| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 2.67% | 5.93% | 31.79% | 41.96% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.65% | 10.26% | 12.11% |
| Negative volatility | 9.04% | 6.26% | 7.60% |
| Sharpe | 0.40 | 0.67 | 0.57 |
| Sortino | 0.55 | 1.10 | 0.92 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Templeton Growth (Euro) A Dis EUR | 11.59% | -7.85% | 16.08% | 10.84% | 8.27% | 2.67% | |
| Equity World (Emerging & Developed Markets) - Large & Mid Cap Value | 29.56% | -0.76% | 8.86% | 19.01% | 8.31% | 7.17% | |