| Analysis at 5/6/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.74% | 27.72% | 71.14% | 88.40% |
| Analysis at 5/6/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 11.72% | 12.94% | 14.75% |
| Negative volatility | 3.35% | 7.44% | 8.87% |
| Sharpe | 1.90 | 1.16 | 0.79 |
| Sortino | 6.66 | 2.02 | 1.31 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Vanguard US 500 Stock Index Inv EUR | 37.81% | -13.23% | 21.31% | 32.70% | 3.45% | 7.74% | |
| Equity Usa - Large & Mid Cap | 36.06% | -13.83% | 22.25% | 32.83% | 3.48% | 6.57% | |