| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -0.48% | -0.13% | 25.46% | 36.65% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 13.80% | 11.82% | 13.74% |
| Negative volatility | 10.86% | 7.87% | 8.71% |
| Sharpe | 0.01 | 0.46 | 0.51 |
| Sortino | 0.01 | 0.69 | 0.81 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| UBS (Lux) KSS Global Equities P Cap $ | 22.77% | -12.16% | 17.89% | 9.51% | 5.70% | -0.48% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |