| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 6.40% | -0.44% | 9.87% | 11.19% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 12.82% | 12.74% | 14.53% |
| Negative volatility | 10.28% | 8.64% | 9.68% |
| Sharpe | Neg | 0.07 | 0.15 |
| Sortino | Neg | 0.11 | 0.23 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Templeton Global Smaller Companies A $ | 23.00% | -19.31% | 12.02% | 5.88% | -3.88% | 6.40% | |
| Equity World - Mid & Small Cap | 25.54% | -12.97% | 12.64% | 16.48% | 5.67% | 7.71% | |